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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.”
Manual chart updates kill productivity and create data gaps in your HubSpot dashboards. When your team checks performance metrics only to find outdated information, decision-making slows down and opportunities slip through the cracks.
Here’s how to set up truly automated chart refreshes that keep your HubSpot dashboards current without any manual intervention.
Set up automated data refresh schedules using Coefficient
Coefficient acts as your automation engine, pulling fresh data from any of its 70+ connectors on schedules you define. This automated data flow is what makes embedded Google Sheets charts in HubSpot dashboards truly dynamic instead of static snapshots.
The key difference is scheduling. While manual exports require someone to remember to update data, Coefficient handles refreshes automatically based on your business needs.
How to make it work
Step 1. Configure automated data imports in Coefficient.
Set up data connections to your business systems (HubSpot CRM, Google Analytics, Facebook Ads, etc.) and configure refresh intervals. Choose hourly (1, 2, 4, or 8-hour intervals), daily, or weekly schedules. Multiple imports can refresh simultaneously using the “Refresh All” functionality.
Step 2. Enable smart refresh features.
Use dynamic filters that point to spreadsheet cells so data subsets update automatically as criteria change. Enable “Append New Data” to automatically add new records without overwriting historical information. Set up Formula Auto Fill Down so calculations extend to new rows during each refresh.
Step 3. Coordinate multi-source data synchronization.
Schedule different data sources to refresh at optimal times. For example: morning refreshes for sales pipeline data, hourly updates for web analytics, and end-of-day refreshes for consolidated performance metrics. This ensures all your charts reflect the most current information.
Step 4. Publish and embed automated charts.
Create charts in Google Sheets using your automatically refreshing data. Publish charts with “Interactive” mode enabled and embed them in HubSpot dashboards. The charts will now update automatically based on your Coefficient refresh schedules.
Eliminate manual updates forever
Automated chart refreshes transform your HubSpot dashboards from static reports into living documents that reflect real-time business performance. Set up your automated data refresh system today.
