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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 create automatic weekly exports that combine deals from multiple pipelines by setting up a single import that includes all pipelines or separate imports combined in one spreadsheet.
This approach lets you perform advanced cross-pipeline analysis like stage conversion rates by pipeline and rep performance across different sales processes, all with automated weekly updates.
Combine multiple pipelines in automated exports using Coefficient
CoefficientHubSpot’shandles multi-pipeline deal combining more effectively thannative reporting, which requires complex custom reports or dashboard combinations to display deals across different pipelines in a single view.
This solves HubSpot’s limitation where cross-pipeline reporting requires custom dashboard creation or report combinations that don’t provide the analytical flexibility of spreadsheets. With Coefficient, you can perform advanced cross-pipeline analysis while maintaining automated weekly updates of the underlying data.
How to make it work
Step 1. Create a single deal import that includes all pipelines.
Set up one comprehensive deal import that pulls from all your pipelines, or create separate imports for each pipeline that feed into the same spreadsheet. This gives you flexibility in how you organize and analyze your multi-pipeline data.
Step 2. Use pipeline filtering to identify and label deals by source.
Add pipeline-specific filters and labels so you can easily identify which pipeline each deal comes from. Include the pipeline name as a column in your export to enable pipeline-based analysis and reporting.
Step 3. Add pipeline-specific columns for stage mapping.
Create additional columns that map different stage names across pipelines. For example, if Pipeline A uses “Proposal” and Pipeline B uses “Quote,” create a standardized stage column that normalizes these for cross-pipeline comparison.
Step 4. Schedule weekly refreshes to maintain current data across all pipelines.
Set up weekly scheduled refreshes that update all pipeline data simultaneously. This ensures your cross-pipeline analysis always reflects the current state of deals across your entire sales organization.
Step 5. Create summary calculations that aggregate metrics across pipeline types.
Build formulas that calculate metrics like average deal velocity by pipeline, conversion rates across different sales processes, and rep performance comparisons. Use Excel’s pivot table functionality to create dynamic cross-pipeline reports.
Start analyzing across all your pipelines
Begin combiningAutomated multi-pipeline deal exports give you comprehensive visibility into your entire sales organization with the analytical flexibility that native CRM reporting simply can’t match.your pipeline data for deeper insights into your sales performance across all processes.
