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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.”
Building a deal register that includes line item details requires handling HubSpot’s complex object relationships while keeping data fresh. Manual approaches break down quickly when you need product-level visibility across your entire pipeline.
Here’s how to create a living deal register that automatically maintains line item details and provides finance teams with accurate, up-to-date pipeline visibility.
Build your automated deal register using Coefficient
Coefficient handles the complex relationship between HubSpot deals and line items automatically, creating a comprehensive register that updates without manual intervention. This approach gives you both deal-level and product-level insights in a single, organized view.
How to make it work
Step 1. Set up deal import with key register fields.
Connect to HubSpot and import deal objects with essential fields like deal name, amount, stage, close date, and owner. Apply filters to focus on active deals or specific pipelines relevant to your register, ensuring you’re tracking the right opportunities.
Step 2. Configure line item integration with deal context.
Import line item objects and use Coefficient’s association handling to link them with parent deals. Choose “Row Expanded” display to show each line item as a separate row while preserving deal information, giving you complete visibility into product and service breakdowns.
Step 3. Automate data refresh for real-time accuracy.
Schedule automatic imports daily or hourly to ensure your deal register reflects current changes in deal values, line item quantities, and pricing updates. This eliminates the manual maintenance typically required for deal tracking spreadsheets.
Step 4. Enhance with automated calculations.
Use Coefficient’s Formula Auto Fill Down feature to automatically calculate totals, margins, or other metrics when new line items are added during refresh cycles. This keeps your financial calculations current without manual formula updates.
Step 5. Set up change notifications.
Configure Slack or email alerts when new deals are added or when deal values change significantly. This keeps your finance team informed of register updates and ensures important pipeline changes don’t go unnoticed.
Transform your deal tracking today
An automated deal register eliminates manual data entry while providing the line item detail that finance teams need for accurate pipeline analysis. Get started with Coefficient to build a living deal register that maintains itself automatically.
