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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 forecasting module provides limited dashboard capabilities and locks you into their proprietary coverage calculations. Building a custom pipeline coverage dashboard gives you complete control over metrics and visualization.
Here’s how to create a comprehensive coverage dashboard that surpasses HubSpot’s native forecasting capabilities.
Create comprehensive coverage dashboards using Coefficient
Coefficient is the ideal solution for building custom pipeline coverage dashboards that surpass HubSpot’s limited forecasting module capabilities in HubSpot . You get real-time data sync with complete customization control.
How to make it work
Step 1. Set up your data foundation.
Import deals with all relevant properties including amount, stage, probability, owner, and close date. Set up filtered imports for different pipeline segments and configure refresh schedules for real-time dashboard updates.
Step 2. Build core coverage metrics components.
Create these essential dashboard elements: – Overall Coverage Gauge: Weighted pipeline ÷ quota with visual indicators – Coverage by Rep: Individual contributor coverage ratios with rankings – Stage-Based Coverage: Breakdown showing coverage at each pipeline stage – Time-Based Coverage: Current month, quarter, and year coverage trends
Step 3. Add advanced dashboard features.
Build sophisticated analytics like coverage velocity tracking using Coefficient’s snapshot feature, risk analysis that flags deals impacting coverage based on close date or stage duration, and scenario planning with what-if analyses.
Step 4. Create interactive dashboard elements.
Use Coefficient’s dynamic filtering to filter coverage by team, region, or product line. Add the ability to adjust time periods dynamically and toggle between different probability models for flexible analysis.
Step 5. Set up automated insights and alerts.
Configure alerts when coverage drops below thresholds, create weekly coverage summary emails, and build Slack notifications for significant coverage changes.
Step 6. Enable historical tracking and trend analysis.
Use Coefficient’s snapshot feature to maintain coverage history that HubSpot doesn’t store, enabling trend analysis and forecasting accuracy measurement over time.
Get the dashboard insights you need
A custom coverage dashboard provides complete control over calculations, historical tracking, and integration with your existing reporting infrastructure. Build your dashboard with capabilities unavailable in HubSpot’s rigid forecasting module.
