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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 deal-by-deal adjustments for scenario planning take forever and introduce errors. You need the ability to apply bulk adjustments across deal segments while maintaining granular control over your forecasting assumptions.
Here’s how to build sophisticated bulk adjustment capabilities that enable rapid scenario generation with segment-specific logic.
Enable sophisticated bulk adjustments using Coefficient
Coefficient combines HubSpot data imports with spreadsheet mass-editing features to create flexible bulk adjustment systems. You get rapid scenario generation while maintaining granular control over assumptions.
How to make it work
Step 1. Import and segment your deal data.
Use Coefficient’s filtering to create targeted imports by deal stage, owner, or custom properties. You can apply up to 25 filter combinations for precise segmentation, pulling deal amount, probability, and close date fields from HubSpot .
Step 2. Build your bulk adjustment control panel.
Create control cells for adjustment parameters: conservative multiplier (0.75), aggressive multiplier (1.25), and base case multiplier (1.0). Use applied formulas like =Original_Amount × $B$1 where B1 contains your scenario multiplier for instant bulk updates.
Step 3. Implement segment-specific adjustment logic.
Build nuanced models using IF statements: new deals get larger haircuts (0.6x) in conservative scenarios, committed deals get minimal adjustment (0.95x), and enterprise deals use different multipliers than SMB deals based on your historical data.
Step 4. Create multi-scenario comparison columns.
Structure parallel forecasts with original amounts from Coefficient import, conservative scenario, base case scenario, aggressive scenario, and probability-weighted average columns. Add conditional formatting to highlight deals with largest variance between scenarios.
Generate scenarios rapidly with precision control
This approach enables rapid scenario generation while maintaining granular control over assumptions, far exceeding HubSpot’s native forecasting flexibility for sophisticated planning needs. Start building your bulk adjustment system today.
