Manual exports from HubSpot create a cycle of static data manipulation that becomes outdated as soon as new survey responses arrive. You’re constantly re-exporting, re-calculating, and re-segmenting the same data.
Here’s how to transform that manual process into automated, live NPS calculations by product segment that update as new data flows in.
Replace static exports with live data connections using Coefficient
CoefficientHubSpoteliminates the export-calculate-repeat cycle by creating live connections to yoursurvey responses. Instead of working with stale exported data, you get dynamic segmentation that updates automatically.
How to make it work
Step 1. Set up live data imports with automatic refreshes.
HubSpotConnect directly tosurvey responses and schedule refreshes hourly, daily, or manually. This replaces static exports with live data that stays current as new survey responses are collected, eliminating the need to repeatedly download and manipulate files.
Step 2. Create automated segmentation filters for product groups.
Use Coefficient’s filtering to automatically separate responses by product segment without manual data sorting. Set up filters like “Product Line = A” or “Customer Type = Enterprise” that apply automatically to incoming data, creating clean segments ready for NPS calculation.
Step 3. Build NPS formulas that extend automatically to new data.
Implement proper NPS calculations: count promoters (9-10), detractors (0-6), then calculate (Promoters/Total – Detractors/Total) × 100 for each segment. Use Formula Auto Fill Down so when new survey responses are added, your NPS formulas automatically extend to include the new data.
Step 4. Capture historical trends with snapshot functionality.
Use Coefficient’s snapshot feature to capture NPS scores by segment over time for trend analysis. This preserves historical data points while your live imports continue updating with current responses, giving you both real-time and historical perspective.
Get real-time insights without the manual work
AutomateAutomated NPS calculation by product segment gives you current insights without the constant export-and-calculate routine. Your analysis stays fresh while you focus on acting on the data instead of managing it.your NPS segmentation today.