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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.”
Manual weekly exports from HubSpot waste hours of valuable time and introduce data lag into your sales reporting. Every week, the same routine: export, format, calculate, and distribute reports that are already outdated.
Here’s how to completely eliminate this manual process and create reports that update automatically.
Replace all manual exports with automated intelligence using Coefficient
Coefficient completely eliminates manual weekly exports through intelligent automation that keeps your reports continuously updated with live HubSpot data, transforming weekly reporting from a manual chore into an automated intelligence system .
How to make it work
Step 1. Set up your one-time connection to replace all exports.
Link HubSpot to your spreadsheet through Coefficient’s secure connection. Import deals data, activity data (calls, emails, meetings), and contact/company data for complete reporting context. This replaces all future manual exports with a live data pipeline.
Step 2. Configure smart scheduling for weekly reporting cycles.
Set up Monday 7 AM full pipeline refresh before weekly meetings, daily 8 AM incremental updates for standups, Friday 4 PM end-of-week snapshots for weekend planning, and on-demand refreshes via button clicks when needed.
Step 3. Build automated report generation.
Create formulas for week-over-week comparisons that calculate automatically, rep performance scorecards that update in real-time, pipeline movement reports that highlight advancing or stalling deals, and activity tracking with call/email metrics flowing directly into reports.
Step 4. Implement historical tracking with automated snapshots.
Configure Coefficient Snapshots to capture weekly point-in-time data, enable automatic trend analysis across weeks, and track forecast accuracy without manual record-keeping. This builds historical context impossible with manual exports.
Step 5. Set up intelligent notifications.
Configure Slack alerts when reports are updated, email notifications for significant changes, and warnings when metrics fall below thresholds. Your team stays informed without manual monitoring.
Step 6. Calculate your time savings.
Eliminate 2-3 hours weekly of manual exports and formatting, remove data entry errors from copy-paste processes, and provide real-time data instead of stale weekly exports. This time goes back to selling activities.
Transform reporting from manual chore to automated intelligence
Automated reporting eliminates manual work while providing better insights and real-time data instead of stale weekly exports. Your team can focus on selling instead of data management, and your reports are always current. Start automating your HubSpot reporting today.
