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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.”
Static forecasts don’t cut it when you need to model different scenarios for quarterly planning. You need the ability to adjust deal values and stages dynamically to see how changes impact your revenue projections.
Here’s how to transform your HubSpot deal data into a flexible forecasting playground where you can test multiple scenarios in real-time.
Transform deal data into dynamic forecasting models using Coefficient
Coefficient connects your HubSpot deals to spreadsheets where you can build sophisticated what-if models. Unlike static exports, your data stays connected to HubSpot while giving you complete flexibility to model scenarios.
How to make it work
Step 1. Import deals with all necessary forecasting fields.
Use Coefficient to pull deal amount, stage, close date, and probability data. Apply filters to focus on your current quarter or specific pipelines. Enable Formula Auto Fill Down so new calculations automatically apply to deals added during refreshes.
Step 2. Create scenario adjustment columns.
Build columns for “Adjusted Amount” using formulas like =Original_Amount * Scenario_Multiplier, “Scenario Stage” for testing stage movements, and “Weighted Value” calculations based on adjusted probabilities. This creates your modeling framework.
Step 3. Set up scenario control inputs.
Create input cells for different scenarios: conservative adjustment (0.8x multiplier), aggressive adjustment (1.2x multiplier), and stage progression assumptions. When you change these inputs, all dependent calculations update instantly across your entire forecast.
Step 4. Build quarterly comparison views.
Use Coefficient’s filtering capabilities to create quarter-over-quarter comparisons. Set up dynamic filters that point to cells containing quarter values, making it easy to switch between time periods and compare scenarios.
Make forecasting decisions with confidence
This setup provides Excel-level analytical depth with HubSpot data freshness, enabling sophisticated forecast modeling without the disconnect of traditional exports. Start building your dynamic forecasting models today.
