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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 dashboards lack flexibility for dynamic assignee filtering, especially when you need to switch between different deal owners or sales reps quickly. The platform’s static structure doesn’t support real-time filtering changes needed for effective sales goal analysis.
Here’s how to build truly dynamic goal reports where changing a single cell instantly filters your entire analysis by assignee.
Create dynamic assignee filtering using Coefficient
Coefficient provides superior dynamic filtering through live HubSpot data imports with assignee field mapping. You can create dynamic filter values that point to specific spreadsheet cells, so changing the cell value automatically re-filters the entire HubSpot report.
How to make it work
Step 1. Set up live HubSpot data import with assignee mapping.
Connect to HubSpot and import deals with owner/assignee fields included. Select the specific fields you need like deal name, amount, close date, stage, and deal owner to create your filtering foundation.
Step 2. Create dynamic filter cells.
Set up a dropdown list in cell A1 with all sales rep names, then point your Coefficient import filter to reference that cell. This creates the dynamic connection between your filter selection and the data display.
Step 3. Build multi-dimensional filtering.
Use up to 25 filters across 5 filter groups with AND/OR logic. Combine assignee filtering with date ranges, deal stages, or product lines. For example: (Owner = A1 AND Close_Date = A2) OR (Stage = A3 AND Product = A4).
Step 4. Set up automatic calculations and refreshes.
Use formula auto-fill functionality that extends calculations when new rows are added during data refreshes. Schedule automatic imports (hourly, daily, weekly) to maintain current data while preserving your dynamic filtering logic.
Transform your sales goal analysis
Dynamic assignee filtering gives you the real-time flexibility that HubSpot’s static dashboards simply can’t match. You get instant insights into any rep’s performance without rebuilding reports. Build your dynamic reports and see the difference immediately.
