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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.”
When HubSpot’s native funnel reports provide incorrect data due to retroactive updates, non-linear progression, or complex stage revisits, you need alternative tracking methods. The platform’s snapshot-based reporting simply can’t handle the complexity of real sales processes.
Here’s how to build robust alternative tracking that provides accurate deal stage progression analysis.
Build custom stage progression analysis using Coefficient
Coefficient offers a comprehensive alternative by importing live HubSpot deal data into spreadsheets where you can create dynamic reporting logic. Unlike HubSpot’s static funnel metrics, this approach provides sophisticated analysis capabilities for complex sales processes.
How to make it work
Step 1. Import comprehensive deal data with complete stage history.
Pull all HubSpot deals with Deal Stage History, Current Stage, Close Date, Deal Owner, and Deal Amount. Set up daily scheduled imports to maintain data accuracy without manual intervention.
Step 2. Build a stage progression matrix for complete journey mapping.
Create a spreadsheet that maps each deal’s complete journey through your pipeline stages. Use formulas to track stage entry dates, exit dates, time spent per stage, and total progression path including backwards movement.
Step 3. Create custom conversion calculations based on current status.
Replace HubSpot’s static funnel metrics with dynamic formulas that calculate conversion rates based on current deal status. Use: =COUNTIFS(CurrentStatus, “Closed Won”, StageHistory, “*Qualifying*”) / COUNTIFS(StageHistory, “*Qualifying*”) for true Qualifying stage conversion rate.
Step 4. Build real-time velocity tracking with revisit accounting.
Monitor deal velocity by calculating average time between stages, accounting for revisits and backward movement that HubSpot’s reports miss. This provides accurate sales cycle insights for forecasting.
Step 5. Set up automated exception reporting for unusual patterns.
Configure alerts to notify you when deals exhibit unusual stage progression patterns like skipping multiple stages or excessive backward movement. This enables proactive deal management.
Step 6. Create visual dashboards with automatic updates.
Build visual dashboards using spreadsheet charts that update automatically via scheduled imports. These provide real-time pipeline health metrics that reflect actual deal progression rather than snapshot-based reporting.
Get accurate pipeline insights that reflect real deal progression
This alternative method eliminates the data accuracy issues inherent in HubSpot’s funnel reports while providing more sophisticated analysis capabilities. Start building custom stage progression tracking that shows true pipeline performance.
