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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.”
You can combine multiple HubSpot deal filters including date ranges, amounts, and stages for complex real-time reporting in Google Sheets. Change any filter parameter and see results update instantly.
Here’s how to build interactive dashboards with sophisticated filtering that rivals dedicated BI tools while staying in your familiar spreadsheet environment.
Build multi-filter HubSpot reports using Coefficient
Coefficient supports up to 25 filters with AND/OR logic combinations. You can create control panels in your sheet where changing any parameter instantly updates your entire dataset without re-exporting from HubSpot .
How to make it work
Step 1. Create a filter control panel.
Set up cells for each filter: Deal Stage in B2 (dropdown with stages), Min Amount in B3 (50000), Max Amount in B4 (500000), Start Date in B5 (2024-01-01), and End Date in B6 (2024-12-31). This gives you a dashboard to control all your filters.
Step 2. Build the multi-filter formula.
Use this formula to combine all filters:. This pulls deals matching all your criteria simultaneously.
Step 3. Set up advanced filtering with Import from Objects.
For complex logic like (Stage = “Qualified” OR Stage = “Proposal”) AND Amount >= $50,000, use Coefficient’s Import from Objects feature. Navigate to Import from → HubSpot → Deals, then add up to 5 filter groups with AND/OR combinations between groups.
Step 4. Enable dynamic updates and automation.
Turn on Dynamic Filters to point each filter to your control panel cells. Set hourly refresh for real-time updates. Add Data Validation dropdowns for stages and date pickers for user-friendly filter selection.
Transform your HubSpot reporting with multi-filter dashboards
Complex filtering eliminates the limitations of HubSpot’s native reporting while keeping you in the familiar spreadsheet environment. Build interactive dashboards that update instantly as you adjust parameters. Get started with Coefficient to create sophisticated deal analysis tools.
