)
Written by
Table of Contents
“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 automate filtered deal exports by stage and close date using dynamic filtering that adjusts criteria automatically, eliminating the need to manually update filters each week or month.
This approach solves the common problem where scheduled reports use fixed date ranges that require constant reconfiguration to stay relevant for your sales analysis.
Set up dynamic filtered deal exports using Coefficient
CoefficientHubSpot’sexcels at automated filtered deal exports, addressingnative filtering limitations that restrict complex date ranges and multiple criteria combinations in scheduled reports.
The dynamic filtering capability particularly addresses HubSpot’s limitation where scheduled reports use fixed date ranges. With Coefficient, you can reference cells containing formulas like “last 30 days” or “current quarter,” ensuring your filtered exports automatically adjust their criteria without manual reconfiguration.
How to make it work
Step 1. Create a deal import with advanced filtering options.
Set up a deal import that supports up to 25 filters across 5 filter groups using AND/OR logic. This gives you the flexibility to combine multiple criteria that native CRM reporting often can’t handle in a single scheduled report.
Step 2. Apply stage-specific filters for your sales process.
Add filters for specific deal stages like “Closed Won,” “Proposal,” “Negotiation,” or any custom stages your team uses. You can combine multiple stages using OR logic to capture deals across different parts of your pipeline.
Step 3. Add dynamic close date filters with cell references.
Instead of fixed date ranges, create close date filters that reference spreadsheet cells containing formulas. For example, reference a cell with =TODAY()-30 for “last 30 days” or more complex formulas for quarterly or custom date ranges.
Step 4. Schedule weekly refreshes to maintain current filtered data.
Enable weekly scheduled refreshes so your filtered data stays current. The dynamic filters will automatically adjust their criteria based on your cell formulas, ensuring you always get relevant deals without manual filter updates.
Step 5. Use dynamic filtering for flexible date criteria.
Set up reference cells that automatically calculate rolling date ranges. This eliminates the need to recreate filters monthly or quarterly, which is required in native HubSpot scheduled reports.
Start using dynamic filtered exports
Get startedAutomated filtered deal exports with dynamic criteria save hours of manual filter management while ensuring your reports always capture the right data.with intelligent filtering that adapts to your changing business needs automatically.
