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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HubSpot’s native reporting lacks customer-facing sharing capabilities, and manual data exports create outdated reports by the time they’re shared with clients, making weekly or monthly reporting time-intensive for agencies.
Here’s how to create professional customer reports that update automatically while maintaining your branded formatting and calculations.
Build automated customer reports with live HubSpot data
CoefficientHubSpotenables automated customer reporting by connectingdata directly to Excel with scheduled refreshes, eliminating manual update cycles while preserving professional formatting.
How to make it work
Step 1. Create separate Excel workbooks for each customer.
Set up dedicated workbooks for each client’s HubSpot data to maintain account isolation. This ensures customer data remains separate and secure.
Step 2. Configure customer-specific data filtering.
Use dynamic filtering to pull only relevant customer data by company, deal owner, or date ranges. Include customer-specific metrics and KPIs that matter to each client.
Step 3. Include association data for comprehensive reporting.
Pull related objects like contacts to deals, companies to tickets using Row Expanded display. This creates complete customer views showing all related activities and outcomes.
Step 4. Schedule refreshes aligned with reporting cycles.
Set weekly or monthly automatic updates that align with your customer reporting schedule. Reports stay current without manual data management.
Step 5. Preserve professional formatting and calculations.
Complex KPI calculations and branded report formatting automatically apply to new data during each refresh. Your professional presentation stays consistent across all updates.
Step 6. Provide shareable links for always-current data.
Share Excel Online links with customers so they can access always-current reports. Customers see live data without requiring HubSpot access or waiting for email updates.
Eliminate manual reporting cycles with automated updates
AutomateAutomated customer reports provide professional, always-current information that reflects the latest HubSpot data. This eliminates the time-intensive manual update process while delivering superior customer experience through real-time visibility.your customer reporting workflow today.
