Why combined dashboard metrics show distinct count instead of actual values

using Coefficient excel Add-in (500k+ users)

Fix HubSpot's distinct count default when combining dashboards. Learn to control aggregation methods and get actual metric values instead of counts.

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Combined dashboard metrics default to distinct count in HubSpot because the platform can’t determine the appropriate aggregation method when field types don’t match, multiple dashboards use different object relationships, or conflicting aggregation rules exist between source dashboards.

The fix is taking complete control over aggregation logic by defining exactly how each metric should calculate.

Define explicit aggregation logic to get actual metric values

CoefficientHubSpotHubSpot’seliminates the distinct count issue by importing underlying data fromwith explicit field selection. You create your own aggregation formulas using SUM, COUNT, and AVERAGE functions instead of relying onautomatic detection, which often defaults to distinct count when it encounters data inconsistencies.

How to make it work

Step 1. Import data with consistent field types.

Use Coefficient’s HubSpot connector with explicit field selection to ensure consistent data types across all imports. Import the underlying data from all objects that feed your combined dashboards (contacts, deals, companies) rather than trying to merge dashboard outputs.

Step 2. Create explicit aggregation formulas.

Build calculated columns that define exactly how each metric should aggregate. For “Total Revenue,” use SUM of deal amounts, not distinct count of deal IDs. For lead counts, use COUNTIFS with specific criteria rather than letting HubSpot guess at the aggregation method.

Step 3. Apply consistent filtering and association logic.

Use Coefficient’s association handling to pull related records consistently across all metrics. Apply uniform filtering criteria to ensure apples-to-apples comparisons, and create data validation formulas to verify your calculated metrics match original individual dashboard values.

Step 4. Set up quality control and monitoring.

Create comparison columns showing both your calculated values and what HubSpot calculates. Use Coefficient’s scheduled imports to maintain accuracy as new data flows in, and create alert conditions to notify you of significant discrepancies between expected and calculated values.

Get actual metric values instead of confusing distinct counts

Start buildingExplicitly defining aggregation logic eliminates the distinct count problem because you control the calculation method directly.combined dashboards that show actual metric values instead of defaulting to distinct counts.

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