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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’s manual export process forces you to download, import, and reformat data every week, losing all your custom formatting and requiring manual column adjustments each time.
Here’s how to create truly automated weekly reports that preserve your formatting while always showing current HubSpot data.
Build self-updating weekly reports with preserved formatting
CoefficientHubSpoteliminates the manual formatting work by maintaining your Excel structure while automatically refreshingdata on your schedule.
How to make it work
Step 1. Create your initial import with desired fields and filters.
Select the HubSpot fields you need for your weekly report and apply filters to focus on relevant data. This becomes your template that refreshes automatically.
Step 2. Add calculated columns adjacent to imported data.
Build conversion rate formulas, aging calculations, and other metrics in columns next to your HubSpot data. These formulas will automatically apply to new data during each refresh.
Step 3. Set up conditional formatting and charts.
Apply color coding, data bars, and create charts based on your imported data. All formatting stays intact across refreshes, maintaining professional report appearance.
Step 4. Schedule weekly refresh every Monday at 9 AM.
Configure automatic refreshes to run every Monday morning (or any day/time you prefer). Your report updates with fresh data without any manual intervention.
Step 5. Use dynamic filtering for flexible report parameters.
Point filter values to specific cells in your spreadsheet. Change date ranges or other criteria by updating cell values without recreating the entire import.
Maintain report structure while data stays current
AutomateYour weekly reports keep their professional formatting and complex calculations while always displaying the latest HubSpot information. This eliminates the time-intensive manual work that makes traditional weekly reporting a chore.your HubSpot reporting workflow today.
