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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 can’t combine multiple monthly quota metrics into comprehensive quarterly views. You’re left with fragmented monthly data when you need strategic quarterly insights for performance management and forecasting.
Here’s how to aggregate monthly sales quota metrics into automated quarterly performance reports that update in real-time.
Transform monthly data into quarterly insights using Coefficient
Coefficient excels at aggregating monthly sales quota metrics by pulling data from multiple HubSpot objects and enabling advanced calculations that HubSpot simply can’t handle natively.
How to make it work
Step 1. Import multi-object data from HubSpot.
Pull monthly sales data from deals, contacts, and custom quota tracking objects with field selection for relevant performance metrics. This gives you all the raw data needed for comprehensive quarterly aggregation in one place.
Step 2. Build advanced aggregation formulas.
Create sophisticated quarterly calculations including weighted quota attainment based on monthly targets, quarter-over-quarter growth comparisons, pipeline velocity metrics across quarterly periods, and win rate analysis by quarter. These formulas automatically update as new monthly data arrives.
Step 3. Set up automated report generation.
Use scheduled refresh features to automatically update quarterly performance reports daily. This ensures stakeholders always have current quarterly metrics without manual report generation or data manipulation.
Step 4. Create historical quarterly snapshots.
Implement snapshot functionality to preserve end-of-quarter performance data for year-over-year comparisons and trend analysis. This maintains historical context while your live data continues updating.
Step 5. Build comprehensive quarterly dashboards.
Combine quota attainment, pipeline health, and forecasting metrics in single quarterly dashboard views. Export calculated quarterly metrics back to HubSpot custom properties for broader team visibility.
Turn fragmented data into strategic insights
This solution transforms monthly data fragments into actionable quarterly insights that drive better sales performance management and strategic decision-making. Start building your quarterly aggregation system today.
