HubSpot’s native reporting hits walls when you need complex calculations, custom chart types, or data from multiple sources. These limitations force you to choose between simplified reports or expensive enterprise upgrades.
Here’s how to unlock advanced reporting capabilities while keeping your familiar HubSpot dashboard interface.
Access unlimited reporting power with Google Sheets integration using Coefficient
Coefficient provides the perfect workaround by connecting HubSpot data to Google Sheets where you can build any calculation or visualization you need. This approach gives you enterprise-level reporting without enterprise pricing.
The key advantage is flexibility. While HubSpot limits you to basic charts and simple calculations, Google Sheets with Coefficient lets you create weighted pipeline forecasts, multi-touch attribution models, and custom performance heat maps.
How to make it work
Step 1. Import HubSpot data with full flexibility using Coefficient.
Connect to any HubSpot object (contacts, deals, custom objects) and access ALL fields including custom properties. Apply complex filter logic with AND/OR conditions and pull unlimited rows (minimum 50,000 supported). No plan-based restrictions on data access.
Step 2. Build advanced calculations HubSpot can’t handle.
Create custom formulas for metrics like lifecycle stage conversion rates by rep, true pipeline velocity with custom date calculations, or weighted forecasts with probability adjustments. Use Coefficient’s AI Sheets Assistant to generate complex charts including gauge, radar, waterfall, and treemap visualizations.
Step 3. Combine multiple data sources for unified reporting.
Merge HubSpot CRM data with Google Analytics, Facebook Ads, or SQL databases using Coefficient’s 70+ connectors. Build unified performance dashboards impossible in HubSpot alone. Use formula functions like =hubspot_lookup to enrich data across systems.
Step 4. Embed custom visualizations in HubSpot dashboards.
Publish your advanced Google Sheets charts with “Interactive” mode enabled. Add them to HubSpot dashboards using “Add external content” → “Other content.” Your custom visualizations now appear native within HubSpot while maintaining their advanced functionality.
Unlock enterprise reporting at standard pricing
Custom Google Sheets visualizations embedded in HubSpot dashboards give you unlimited reporting power without artificial platform restrictions. Start building advanced reports that HubSpot’s native tools simply can’t match.