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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.”
Testing pipeline changes in your live CRM is risky business. One wrong move and you could mess up months of carefully tracked deal data, affecting your team’s forecasts and reporting.
Here’s how to build a true sandbox environment where you can manipulate deal values, test stage movements, and run scenarios without touching your production data.
Build a risk-free testing environment using Coefficient
Coefficient creates the perfect sandbox by importing your live HubSpot deal data into spreadsheets where you can manipulate everything safely. Your changes stay in the spreadsheet and never flow back to HubSpot unless you explicitly configure exports.
How to make it work
Step 1. Import your live deal data into a spreadsheet.
Connect Coefficient to HubSpot and pull all your active deals with the fields you need: deal name, amount, stage, close date, probability, and owner. Set up scheduled refreshes so your sandbox always starts with current data.
Step 2. Create your sandbox structure with multiple tabs.
Set up a “Live Data” tab with your Coefficient import, a “Sandbox” tab where you copy and manipulate the data, and additional “Scenario” tabs for different testing assumptions. This keeps your original data intact while giving you space to experiment.
Step 3. Use Coefficient’s Snapshots feature for version control.
Before making major changes, take a snapshot of your sandbox state. This creates an audit trail of your testing scenarios and lets you restore previous versions if needed. You can schedule snapshots or create them on-demand.
Step 4. Toggle between live and sandbox views.
Create a dropdown control that switches between your live data and sandbox manipulations using formulas like =IF($A$1=”Live”, ‘Live Data’!A:Z, ‘Sandbox’!A:Z). Add visual indicators like color coding so you always know which mode you’re viewing.
Start testing pipeline changes safely
This approach gives you the analytical power of spreadsheets with the data freshness of HubSpot, all while protecting your production CRM. Try Coefficient to build your own sandbox environment today.
