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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 dashboard blocks can only display simple metrics and cannot perform the calculations needed to generate KPI scores. The platform’s dashboard functionality is limited to showing raw data without custom formulas or weighted calculations.
Here’s how to transform HubSpot’s limited dashboard blocks into powerful KPI visualization tools by providing the calculated data they need.
Display calculated KPI scores using Coefficient
Coefficient enables calculated KPI score display in HubSpot dashboards through a two-step process that performs complex calculations externally and displays results in native HubSpot dashboard blocks.
How to make it work
Step 1. Process KPI calculations externally.
Import HubSpot data and perform complex KPI calculations in spreadsheets using custom formulas and weight tables. Build calculations that multiply activity counts by point values, apply conversion rates, or create composite scores.
Step 2. Export calculated scores to HubSpot properties.
Push calculated KPI scores back to HubSpot as custom number properties on relevant objects like contacts, companies, or deals. These properties integrate seamlessly with HubSpot’s native functionality.
Step 3. Configure HubSpot dashboard blocks.
Create HubSpot dashboard blocks that display the calculated KPI properties as single value displays, gauge charts, or trend lines. Use the custom properties just like any native HubSpot metric.
Step 4. Set up automated refresh cycles.
Schedule regular data imports and exports to keep KPI scores current in dashboard displays. Your dashboard blocks automatically show updated calculated scores without manual intervention.
Step 5. Build comprehensive multi-metric dashboards.
Combine multiple calculated KPI scores in comprehensive dashboard views. Create executive dashboards that show various weighted metrics, conversion rates, and performance indicators in one place.
Step 6. Configure threshold alerts and notifications.
Set up notifications when KPI scores reach specific thresholds using HubSpot workflows triggered by your calculated properties. Create alerts for both high-performing and underperforming metrics.
Transform your HubSpot dashboards today
This approach transforms HubSpot’s limited dashboard blocks into powerful KPI visualization tools by providing the calculated data they need to display meaningful metrics. Start displaying calculated KPI scores in your HubSpot dashboards.
