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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.”
HubSpotYou can build an all-in-one sales activity dashboard by importing activities, contacts, and deals frominto a single spreadsheet and using formulas to create comprehensive activity metrics that update automatically without switching between reports.
This eliminates the fragmentation of HubSpot’s separate activity, contact, and deal reports by creating one consolidated view of all sales metrics.
Eliminate report fragmentation using Coefficient
CoefficientHubSpot’seliminates the fragmentation ofseparate activity, contact, and deal reports by creating a truly consolidated sales metrics dashboard. Instead of navigating between multiple HubSpot analytics sections, you’ll have a comprehensive single source for all sales data.
How to make it work
Step 1. Set up comprehensive data imports.
Import all activities (calls, emails, meetings, tasks) by rep and date, contacts with lifecycle stage and engagement scores, and deals with pipeline stage and associated activities. Use Coefficient’s association handling to automatically link all this data together for unified reporting.
Step 2. Create activity aggregation formulas.
Build formulas like Daily Calls = COUNTIFS(activity_type,”Call”,activity_date,TODAY(),owner,rep_name), Email Response Rate = Replied_Emails / Sent_Emails, and Meeting Conversion = Deals_Created / Meetings_Held. These calculations provide real-time activity performance metrics.
Step 3. Design a unified dashboard layout.
Structure your dashboard with activity volume metrics (calls, emails, meetings) at the top, engagement quality metrics (response rates, connection rates) in the middle, and outcome metrics (meetings booked, deals created) at the bottom. Add a side panel with rep selector using dynamic filtering.
Step 4. Add real-time performance tracking.
Set imports to refresh every hour during business hours, calculate rolling averages and daily/weekly/monthly totals, and show current day progress against targets. Include smart insights that flag low activity days automatically and highlight best-performing activity types.
Get complete sales visibility in one place
BuildThis unified approach provides complete visibility without the constant context-switching required in HubSpot’s interface. You’ll see all activity metrics, engagement rates, and outcomes updating automatically in one comprehensive view.your all-in-one activity dashboard today.
