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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 reporting lacks dynamic date filtering capabilities that can automatically identify and report on campaigns active during specific date ranges, limiting your ability to analyze campaign revenue for custom time periods.
Here’s how to create flexible, date-driven reporting that automatically adjusts based on campaign flight schedules and provides accurate revenue attribution for any time period.
Build dynamic date-filtered reports using Coefficient
Coefficient enables sophisticated date-filtered revenue reports through advanced filtering and calculations that HubSpot alone simply can’t provide. You can create reports that automatically identify overlapping flights and calculate revenue for specific date ranges.
How to make it work
Step 1. Import campaign data dynamically.
Use Coefficient to import HubSpot line items with flight dates, revenue, and campaign details into your spreadsheet. This provides the foundation for date-based filtering and analysis.
Step 2. Create date range parameters.
Set up input cells for report start and end dates that users can modify. This makes your reports flexible and reusable for different time periods without rebuilding formulas.
Step 3. Build active campaign filter formulas.
Use this formula to identify overlapping flights: =IF(AND(Flight_End >= Report_Start, Flight_Start <= Report_End), "Include", "Exclude"). This automatically identifies campaigns that were active during your selected reporting period.
Step 4. Calculate period-specific revenue.
Build overlap calculations: =Total_Revenue * (MIN(Flight_End, Report_End) – MAX(Flight_Start, Report_Start) + 1) / (Flight_End – Flight_Start + 1). This calculates revenue attribution for just the days within your reporting period.
Step 5. Set up automated filtering and reporting.
Apply filtering to show only campaigns active during the selected period. Create pivot tables that automatically update based on the filtered data and date parameters. Set up Coefficient to automatically generate and email these reports for standard periods.
Get flexible campaign revenue analysis
This creates flexible, date-driven reporting that automatically adjusts based on campaign flight schedules, providing accurate revenue attribution for any time period you need to analyze. Build your date-filtered reports today.
