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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 dashboards fundamentally lack deal owner filtering capabilities for goal metrics, forcing you to accept team-level views or create multiple static dashboards per owner. This limitation makes gap-to-goal analysis inefficient and prevents sales managers from quickly switching between team member views.
You’ll discover a comprehensive dashboard alternative that provides the deal owner filtering and gap-to-goal analysis flexibility HubSpot can’t deliver.
Build a superior dashboard alternative using Coefficient
Coefficient serves as a comprehensive dashboard alternative by creating spreadsheet-based dashboards with live HubSpot data connectivity that update automatically. You can enable deal owner filtering through dynamic filter cells where changing the owner name instantly shows their gap-to-goal metrics.
How to make it work
Step 1. Create spreadsheet-based dashboards with live connectivity.
Import deals, goals, and owner data from HubSpot into your spreadsheet. This creates a dashboard foundation that updates automatically, unlike HubSpot’s static dashboard structure.
Step 2. Set up dynamic deal owner filtering.
Create owner selection cells that instantly filter your entire dashboard. Switch between deal owners by changing a single cell value instead of creating separate dashboards for each person.
Step 3. Build custom gap-to-goal calculations.
Use spreadsheet formulas to create gap-to-goal metrics that HubSpot’s limited calculation options can’t support. Build formulas like =goal_target-SUM(closed_deals) that auto-populate with new data and update when you change owner filters.
Step 4. Create flexible visualizations.
Use spreadsheet charts and pivot tables for analysis options beyond HubSpot’s reporting tools. Build visualizations that automatically update when you change the deal owner filter, providing instant insights into individual performance.
Step 5. Enable both individual and team views.
Support individual and team views within the same dashboard framework. Create summary sections that show team performance alongside individual metrics, giving you comprehensive analysis in one place.
Get the dashboard flexibility you need
This alternative provides the deal owner filtering and gap-to-goal analysis that HubSpot’s dashboard system simply cannot deliver. You get dynamic switching, custom calculations, and flexible visualizations while maintaining live data connectivity. Build your alternative and experience the difference immediately.
