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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.”
You can analyze HubSpot deal stages using AI in Google Sheets by connecting live CRM data and using natural language commands to generate pivot tables and charts instantly.
This approach eliminates manual data exports and complex formulas, giving you real-time pipeline analysis in under a minute.
Connect live HubSpot data and use AI for instant analysis using Coefficient
Coefficient combines live HubSpot connectivity with AI-powered analysis. You import deal data directly into Google Sheets, then use natural language commands to create pivot tables and charts without writing formulas or configuring complex settings.
How to make it work
Step 1. Connect HubSpot and import deal data.
Install Coefficient from the Google Workspace Marketplace. Click “Import from…” in the sidebar, select HubSpot, and authenticate your account. Choose the Deals object and select fields like Stage Name, Amount, Close Date, and Deal Owner. Your live data appears in seconds and can refresh automatically on your chosen schedule.
Step 2. Use AI to create pivot tables and charts.
Select your imported data range and open Coefficient’s AI Sheets Assistant. Type commands like “Create a pivot table showing deal counts by stage” or “Generate a bar chart of deal values across pipeline stages.” The AI identifies relevant columns, creates properly configured pivot tables, and generates professional charts with appropriate formatting.
Step 3. Set up automatic updates and advanced analysis.
Schedule your data to refresh hourly, daily, or weekly so your analysis stays current. Use more complex AI commands like “Show me deal distribution by stage and sales rep” or “Create a dashboard showing pipeline health with charts for stage distribution and total values.” The AI handles all technical setup while you focus on insights.
Get pipeline insights in seconds, not hours
This eliminates the traditional bottleneck where sales teams wait for data analysts to fulfill reporting requests. With live HubSpot data and AI analysis, any team member can get sophisticated pipeline insights instantly. Try Coefficient to transform your deal stage analysis.
