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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.”
Manual pipeline exports eat up hours of your week and leave you working with stale data the moment you download it. There’s a better way to get your pipeline data into Excel that updates automatically.
Here’s how to set up a live connection that eliminates manual downloads while keeping your forecast data fresh.
Connect HubSpot pipeline data directly to Excel using Coefficient
Coefficient creates a live bridge between HubSpot and Excel, so your pipeline data flows automatically without any manual work. Instead of downloading static files that become outdated immediately, you get real-time updates that keep your forecasts current.
How to make it work
Step 1. Install Coefficient and connect your HubSpot account.
Download the Coefficient add-in from the Microsoft Store and open it in Excel. Click “Connected Sources” in the sidebar and select HubSpot. Authorize the connection using your HubSpot credentials.
Step 2. Import your pipeline data with filters.
Select “Deals” as your object and choose the fields you need like Deal Stage, Amount, Close Date, and Owner. Apply filters to focus on active deals by excluding “Closed Won” and “Closed Lost” stages.
Step 3. Set up automatic refresh schedules.
Configure your import to refresh daily at 8 AM or weekly on Monday mornings before your forecast meetings. You can also set up hourly refreshes during critical periods like end-of-quarter.
Step 4. Build your forecast formulas.
With live data flowing in, create weighted probability calculations using Excel formulas. For example:to calculate expected revenue from qualified deals.
Step 5. Enable automatic alerts.
Set up Slack or email notifications when high-value deals change stages or when your total pipeline drops below target thresholds. This keeps your team informed without constant manual checking.
Transform your pipeline reporting from manual to automatic
Automated pipeline exports save hours each week while providing more accurate, timely data than manual downloads. Your forecasts stay current, and your team can focus on selling instead of data management. Start automating your HubSpot pipeline exports today.
