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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 can’t automatically generate win percentage reports based on deal values, forcing you into manual exports and external analysis every time you need revenue-focused performance data.
Here’s how to create fully automated win percentage reports that calculate using deal amounts and update without any manual work.
Build automated deal value win reports using Coefficient
Coefficient eliminates the manual export process by connecting HubSpot directly to your spreadsheets with scheduled imports and custom formula capabilities. You can set up win rate calculations that refresh automatically and send alerts when performance changes.
How to make it work
Step 1. Set up your automated HubSpot connection.
Import deals with Deal Amount, Deal Stage, Close Date, and any segmentation fields you need. Schedule automatic refreshes (daily or hourly) so your data stays current without manual intervention.
Step 2. Build your automated win rate formulas.
Create calculations liketo automatically calculate revenue-based win rates for any time period you specify.
Step 3. Configure dynamic filtering and alerts.
Set up filters that reference spreadsheet cells so you can automatically segment reports by time periods, deal sizes, or sales reps. Configure Slack or email notifications when win rates drop below specific thresholds or change significantly week-over-week.
Step 4. Add historical tracking with Snapshots.
Use HubSpot Snapshots to capture monthly win rate data for trend analysis. This preserves historical performance while your live imports continue refreshing with current data.
Stop manual reporting and start automated insights
Automated win percentage reports using deal values give you consistent, reliable performance data without the manual work. Start building your automated reporting system today.
