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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.”
Pivot tables reveal duplicate company patterns across multiple dimensions like revenue, contact counts, and activity levels. But static HubSpot exports create outdated analysis that misses newly created duplicates and recent data changes.
Here’s how to use dynamic pivot analysis that updates automatically and provides comprehensive duplicate consolidation strategies.
Build smart consolidation analysis with live pivot tables using Coefficient
CoefficientHubSpotenhances Excel pivot table analysis by providing live, refreshableconnections that enable sophisticated consolidation techniques with up-to-date data.
How to make it work
Step 1. Create multi-dimensional duplicate detection pivots.
Set up pivot tables with Company Name (normalized) as Row Labels, Website Domain as Column Labels, and Count of Company IDs as Values. When counts exceed 1, you’ve found duplicates. Add Industry and Employee Count ranges as filters for contextual grouping.
Step 2. Build revenue aggregation analysis.
Create a pivot table summarizing total deal values across duplicate company records. Use Sum of Deal Amount as Values, Company Name as Rows, and Company ID as Columns. This identifies which duplicate has the most complete sales data and highest lifetime value.
Step 3. Analyze contact relationship patterns.
Build a Contact Relationship Pivot with Count of Associated Contacts as Values and Company Name as Rows. Add Last Activity Date as a secondary value to identify which company record has the most contacts and recent engagement activity.
Step 4. Create consolidation scoring with calculated fields.
Add calculated fields to weight different consolidation factors:. This creates objective scores for identifying the optimal “master” company record in each duplicate group.
Step 5. Set up automatic pivot refresh schedules.
Use Coefficient’s scheduled imports to refresh your company data daily or weekly. Pivot tables automatically update with new HubSpot data, providing real-time duplicate identification as companies are created and modified.
Step 6. Execute consolidation based on pivot insights.
After pivot analysis identifies your consolidation strategy, use Coefficient’s export actions to merge company records directly in HubSpot. Transfer all contacts, deals, and activities to master records while maintaining data relationships.
Make data-driven company consolidation decisions
Try Coefficient freeLive pivot analysis provides objective criteria for company consolidation while maintaining automatic updates as your data changes. Ready to implement systematic company deduplication?and let pivot tables guide your merge strategy.
