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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.”
HubSpotYou can display multi-stage sales process data in one view by importing all deal stages, contact lifecycle data, and activities frominto a unified data architecture that tracks stage progression, cross-stage analytics, and process compliance in a single dashboard.
This eliminates HubSpot’s multi-dashboard maze by consolidating Pipeline, Activity, and Lifecycle reports into one integrated view.
Eliminate the multi-dashboard maze using Coefficient
CoefficientHubSpot’seliminatesmulti-dashboard maze by consolidating all sales process stages into a single, comprehensive view. Instead of clicking through Pipeline, Activity, and Lifecycle reports, you’ll have one integrated visualization that shows your entire sales operation.
How to make it work
Step 1. Create unified data architecture.
Import all deal stages with historical data, pull associated contacts with lifecycle stages, include all activities linked to both objects, and add custom properties for complete context. Set everything to refresh together on the same schedule for synchronized data.
Step 2. Build stage progression tracking table.
Create a master table with columns for Deal ID, Contact Stage, Deal Stage, Days in Stage, Activities, and Next Step. This structure enables parallel tracking where contacts and deals diverge, stage skip analysis for deals that bypass stages, and regression identification for backwards movement.
Step 3. Design single view dashboard layout.
Structure your dashboard with volume metrics across all stages in the top band, conversion waterfalls in the middle section, individual deal/contact details in the bottom grid, and filters for rep, date, and stage in a side panel. This provides complete process visibility at a glance.
Step 4. Add smart data relationships and monitoring.
Link contact lifecycle to deal pipeline stages, map activities to specific stage transitions, and connect company data for account-level views. Include live stage occupancy counts, aging analysis per stage, bottleneck alerts via conditional formatting, and process compliance tracking.
Get complete sales process visibility today
BuildThis unified approach provides complete process visibility from first touch through close, eliminating the fragmentation that makes HubSpot’s native reporting cumbersome for process management. Executives see the entire sales operation while maintaining drill-down capabilities.your unified process dashboard now.
