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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot struggles with date-based metric aggregation when combining dashboards because different dashboards may use varying date properties, time zones, or conflicting date range filters. This commonly results in double-counting, missing data, or incorrect time period calculations.
The solution is taking precise control over date standardization and aggregation logic.
Standardize date properties and control aggregation logic
CoefficientHubSpotHubSpot’sexcels at handling date-based aggregations by importing all relevantobjects with complete date field selection. You can create standardized date columns that normalize different date properties and apply consistent time zone conversions, unlikeautomatic merging of potentially conflicting date configurations.
How to make it work
Step 1. Import data with complete date field mapping.
Use Coefficient’s custom field mapping to import all relevant HubSpot objects with every date field you need. Create standardized date columns that normalize different date properties – for example, a “Primary Date” column that uses deal close date for deals and contact create date for contacts.
Step 2. Build proper date-based aggregation formulas.
Use spreadsheet functions like SUMIFS and COUNTIFS to aggregate metrics by specific date ranges without double-counting. Create rolling date ranges using TODAY() functions for dynamic period analysis like last 30 days, quarter-to-date, or year-over-year comparisons with precise date logic.
Step 3. Set up dynamic date filtering.
Leverage Coefficient’s dynamic filtering feature to create date range filters that reference specific spreadsheet cells. This allows easy period adjustments and flexible date-based analysis without rebuilding your entire data import structure.
Step 4. Implement scheduled date snapshots.
Use Coefficient’s snapshot feature to capture historical date-based metrics at month-end or quarter-end intervals. Set up Formula Auto Fill Down to automatically apply date calculations to new data as it’s imported during scheduled refreshes.
Achieve accurate date-based aggregations across all combined dashboards
Start buildingControlling date logic explicitly eliminates the timing and aggregation errors that plague HubSpot’s native dashboard merging.date-based metrics that aggregate accurately across all your combined dashboard sources.
