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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.”
HubSpot only shows current pipeline state, making point-in-time historical calculations impossible natively. Once deals close or move stages, you lose the ability to recreate past coverage ratios.
Here’s how to build point-in-time coverage capabilities through systematic historical pipeline data preservation going forward.
Build point-in-time coverage capabilities using Coefficient
Coefficient solves this through systematic historical pipeline data preservation from HubSpot to HubSpot spreadsheets.
How to make it work
Step 1. Set up initial historical capture.
Import current HubSpot pipeline via Coefficient and calculate today’s coverage ratio as your starting point. Include all relevant deal attributes for complete reconstruction of past states.
Step 2. Implement snapshot strategy.
Configure daily Snapshots at consistent times like midnight to capture complete pipeline state, not just summary metrics. Include deal-level detail for accurate historical reconstruction using either append method for summary rows with date stamps, tab method for dated tabs with full pipeline detail, or hybrid approach with summary metrics appended and weekly full snapshots.
Step 3. Enable point-in-time queries.
Create a lookup system to retrieve any past date’s coverage using VLOOKUP or INDEX/MATCH formulas. Build formulas referencing historical snapshot data to calculate metrics exactly as they were on specific dates.
Step 4. Build historical calculation examples.
Set up queries like “What was coverage on July 15th?” using VLOOKUP snapshot data, “Coverage at end of last quarter?” referencing quarter-end snapshots, and “Rep coverage 30 days ago?” querying historical rep metrics.
Step 5. Create advanced point-in-time analytics.
Build reports for month-end coverage for the last 12 months, coverage on the same day across multiple quarters, and historical coverage by different criteria like stage, rep, or team.
Start building historical coverage capabilities
While you can’t recover coverage ratios from before implementing this system, you can start building this historical record immediately. Begin capturing your point-in-time coverage data today.
