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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 standard NPS reporting ignores custom contact properties, severely limiting segmentation for businesses with complex customer categorization. You can’t filter by industry, company size, subscription tier, or any custom fields that matter to your analysis.
Here’s how to create NPS reports that use all your custom contact properties for sophisticated segmentation that HubSpot’s native reporting simply can’t handle.
Import survey data with complete custom field access using Coefficient
CoefficientHubSpot’ssolves this by importing NPS survey data alongside all custom contact properties thatstandard reports ignore. You get unlimited filtering combinations using any custom fields you’ve created.
How to make it work
Step 1. Import NPS responses with all custom contact properties.
HubSpotConnect toand import survey responses along with custom fields like industry, company size, subscription tier, or any business-specific properties you’ve created. This gives you the complete dataset that standard reporting leaves out.
Step 2. Apply advanced filter logic using custom fields.
Use up to 25 filters with AND/OR combinations across your custom fields. Create segments like “Custom_Industry = Healthcare AND Custom_Tier = Enterprise” or “Product_Line = Software AND Customer_Stage = Onboarding” for precise analysis that matches your business structure.
Step 3. Combine survey data with deal and company custom fields.
Filter using custom fields from multiple objects – contact custom fields, deal properties, and company custom fields. This creates sophisticated segmentation like “Enterprise customers using Product Line A with recent support tickets” that’s impossible with standard reporting.
Step 4. Set up dynamic custom field filtering.
Point filter values to spreadsheet cells containing custom field values, allowing instant report reconfiguration. Change a cell from “Healthcare” to “Manufacturing” and your entire NPS analysis updates to show the new industry segment automatically.
Segment NPS data the way your business actually works
Start filteringCustom field filtering reveals NPS patterns that align with your specific business categories and customer segments. Your filtered data refreshes automatically, keeping custom field-based analysis current without manual work.your NPS data by custom fields today.
