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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 automatically export deals to multiple Excel files by team or territory using dynamic filtering that references team lookup tables, eliminating the need to manually create separate reports for each group.
This approach lets you manage multiple filtered exports from a single interface while automatically creating new team datasets when you add new territories or sales reps.
Create team-specific automated exports using Coefficient
CoefficientHubSpot’senables multi-file automation that addresseslimitation of single-output scheduled reports, which cannot automatically generate separate files for different teams or territories.
Unlike HubSpot’s native reporting that requires manual creation of separate reports for each team, Coefficient allows you to manage multiple filtered imports from a single interface. The dynamic filtering capability means adding new teams only requires updating your reference table, automatically creating new filtered datasets without rebuilding import configurations.
How to make it work
Step 1. Set up multiple deal imports filtered by team owner or territory.
Create separate deal imports in Coefficient, each filtered by team owner or territory custom properties. You can set up one import per team or use dynamic filtering to reference a master team list that automatically creates the right filters.
Step 2. Use dynamic filtering with team/territory lookup tables.
Create a reference table in your spreadsheet that lists all teams and territories. Point your import filters to reference this table, so adding new teams automatically creates new filtered datasets without reconfiguring each import manually.
Step 3. Create separate sheets or workbooks for each team.
Organize your team exports into separate sheets within the same workbook or create entirely separate workbooks for each team. This gives each team access to their specific data while maintaining centralized management of all imports.
Step 4. Schedule synchronized weekly refreshes across all team imports.
Set up coordinated refresh schedules so all team imports update at the same time. This ensures consistency across team reports and prevents confusion about data timing differences between territories.
Step 5. Set up team-specific email alerts for each import completion.
Configure separate email alerts for each team import, so team leaders get notified when their specific data refreshes. You can customize alert recipients and messaging for each territory or sales group.
Streamline your team reporting process
Start automatingAutomated multi-team deal exports eliminate the administrative overhead of maintaining dozens of individual team reports while ensuring each group gets their relevant data on schedule.your team-specific deal exports with dynamic filtering that scales as your organization grows.
