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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.”
HubSpotYou can consolidate multiple sales reports into one unified dashboard by importing all yourdata into a single spreadsheet and using formulas to create cross-object calculations that native reporting can’t handle.
This approach eliminates the need to switch between contact reports, deal reports, and activity analytics. Instead, you’ll have one master dashboard that updates automatically.
Create a unified sales dashboard using Coefficient
CoefficientHubSpotsolves the fragmentation problem by importing data from multipleobjects simultaneously into one spreadsheet. While HubSpot forces you to view contacts, deals, and activities separately, Coefficient lets you combine all this data for true consolidated reporting.
How to make it work
Step 1. Import data from multiple HubSpot objects.
Set up separate imports for Contacts, Deals, Activities, and any custom objects you need. Use Coefficient’s scheduling feature to refresh all imports at the same time (like daily at 8 AM) so your data stays synchronized across all objects.
Step 2. Create cross-object calculations.
Use spreadsheet formulas to calculate metrics that span multiple objects. For example, combine deal revenue with activity counts using =SUMIF(deal_owner,rep_name,deal_amount)/COUNTIF(activity_owner,rep_name). This gives you revenue per activity ratios that HubSpot can’t calculate natively.
Step 3. Build a master dashboard tab.
Create a summary tab that pulls data from your import tabs using VLOOKUP, INDEX/MATCH, or QUERY functions. Structure it with MQLs, SQLs, opportunities, closed deals, and activity metrics all in one view. Add conditional formatting to highlight performance trends.
Step 4. Set up automated refresh schedules.
Configure all your imports to refresh on the same schedule so your unified dashboard always shows current, synchronized data. You can also add Slack alerts when key metrics change significantly.
Get your unified sales view running today
Start buildingThis consolidated approach gives you executive-level visibility that HubSpot’s native reports simply can’t provide. You’ll see MQLs, pipeline, activities, and outcomes in one cohesive view that updates automatically.your unified sales dashboard today.
