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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.”
Native HubSpot lacks the granular historical stage duration data needed to identify where deals actually get stuck in your pipeline.
Here’s how to transform raw HubSpot data into actionable bottleneck insights that reveal exactly where your sales process needs improvement.
Build a bottleneck analysis system using Coefficient
Coefficient transforms raw HubSpot data into actionable bottleneck insights through historical tracking and spreadsheet analytics that native HubSpot simply can’t provide.
How to make it work
Step 1. Set up comprehensive data collection.
Import HubSpot Deals with append enabled, including Deal ID, Stage, Owner, Amount, and Product Type. Schedule hourly or daily refreshes for continuous history building.
Step 2. Calculate stage performance metrics.
Use AVERAGEIFS to calculate average time in each stage with Import Time differences. Calculate stage conversion rates by counting deals entering vs. exiting each stage. Create stuck deal indicators:
Step 3. Identify and visualize bottlenecks.
Create pivot tables showing average duration by stage and highlight stages with >150% average duration. Analyze by deal size, owner, or product type to find patterns. Track stage skip patterns that indicate process issues.
Step 4. Set up monitoring and alerts.
Build dashboards showing stage flow rates with conditional formatting for bottleneck indicators. Configure email alerts for deals stuck longer than 30 days and create a “Bottleneck Score” combining multiple factors.
Turn pipeline data into process improvements
Teams using this approach typically identify 2-3 major bottlenecks invisible in standard CRM reporting, leading to 15-20% improvement in pipeline velocity. Start analyzing your pipeline bottlenecks today.
