)
Written by
Table of Contents
“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.”
Your CRM restricts quota reporting to monthly periods, but you need quarterly performance metrics for strategic planning. Simple averages of monthly percentages create misleading quarterly results that don’t reflect true performance.
Here’s how to build sophisticated quarterly calculations that properly weight monthly performance and provide accurate quarterly insights.
Bridge the gap with weighted quarterly calculations using Coefficient
Coefficient connects to your HubSpot data and enables quarterly calculations that aren’t possible within HubSpot’s native reporting constraints. You get proper weighted averages instead of misleading simple averages.
How to make it work
Step 1. Import monthly performance data automatically.
Set up live data connections to pull monthly sales performance including individual deal values, rep assignments, and monthly quota targets. Configure hourly or daily refreshes to maintain current quarterly calculations without manual intervention.
Step 2. Build weighted quarterly calculation formulas.
Implement formulas that properly weight monthly quota attainment percentages based on actual monthly targets: (Month1_Attainment × Month1_Quota + Month2_Attainment × Month2_Quota + Month3_Attainment × Month3_Quota) ÷ Total_Quarterly_Quota. This reflects true quarterly achievement rather than misleading monthly averages.
Step 3. Set up dynamic quarter assignment.
Use dynamic filtering to automatically group monthly data into correct quarterly periods. Support both calendar and fiscal year structures by referencing quarter definition cells that automatically categorize your data without manual sorting.
Step 4. Create multi-rep aggregation views.
Build team-level quarterly quota attainment by aggregating individual rep performance across quarters. Use SUMIFS formulas to roll up individual performance into team, regional, and company-wide quarterly metrics automatically.
Get accurate quarterly tracking from monthly data
This approach provides true quarterly quota tracking that reflects actual quarterly achievement instead of misleading monthly averages. Build your weighted quarterly calculations today.
