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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’s native reporting can’t automatically aggregate monthly quota percentages into meaningful quarterly metrics. You’re stuck with monthly views when you need quarterly insights for strategic planning and performance reviews.
Here’s how to build automated quarterly quota reports that update in real-time without manual data exports or complex workarounds.
Pull live HubSpot data into spreadsheets for quarterly calculations using Coefficient
Coefficient connects your HubSpot sales data directly to HubSpot spreadsheets where you can build sophisticated quarterly aggregation formulas. This eliminates the monthly reporting limitation while maintaining live data connections.
How to make it work
Step 1. Import your monthly quota data from HubSpot.
Connect Coefficient to HubSpot and pull monthly sales data including deal amounts, close dates, and sales rep assignments. Set up automatic daily refreshes so your quarterly calculations always reflect current performance without manual updates.
Step 2. Create weighted quarterly aggregation formulas.
Build SUMIFS and weighted average formulas that properly convert monthly quota percentages into accurate quarterly metrics. Use this formula structure: =SUMPRODUCT(Monthly_Attainment_Range, Monthly_Quota_Range) / SUM(Monthly_Quota_Range). This accounts for varying monthly targets instead of simple averages.
Step 3. Set up dynamic quarter mapping.
Use Coefficient’s dynamic filtering to automatically categorize data by fiscal or calendar quarters. Reference quarter definition cells that can be easily updated, so your formulas automatically adjust for different reporting periods without manual reconfiguration.
Step 4. Schedule quarterly snapshots for historical tracking.
Configure Coefficient snapshots to capture quarterly performance data at period-end. This maintains historical quarterly tracking while your live data continues updating, giving you both current performance and historical comparisons.
Get real-time quarterly visibility from monthly data
This approach eliminates manual export cycles and provides the quarterly quota visibility that HubSpot’s monthly-only reporting can’t deliver. Start building your automated quarterly reports today.
