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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 create executive-ready single view dashboards by importing comprehensive performance data fromand structuring it with executive summary sections, visual performance indicators, and automated intelligence that provides boardroom-ready insights at a glance.
This delivers the polished, comprehensive view that HubSpot’s fragmented reporting cannot provide for executive consumption.
Deliver boardroom-ready rep insights using Coefficient
CoefficientHubSpot’sdelivers the polished, comprehensive executive sales dashboard thatfragmented reporting cannot provide. While HubSpot requires executives to navigate multiple reports and mentally compile rep performance, Coefficient creates boardroom-ready single rep performance views.
How to make it work
Step 1. Import comprehensive performance data.
Pull all rep-owned contacts, deals, and activities, historical data for trend analysis using Snapshots, team benchmarks for context, and company goals for target tracking. This creates the complete dataset needed for executive-level insights.
Step 2. Build executive summary section.
Create a dynamic rep selector and summary table showing Current performance, Target goals, vs Last Period comparison, and vs Team Average benchmarking. For example: Revenue $248K vs $300K target, +15% vs last period, +8% vs team average. This gives executives instant context.
Step 3. Add visual performance indicators and drill-down capabilities.
Include gauge charts for quota attainment, sparklines for 12-month trends, heat maps for activity patterns, and progress bars for quarterly goals. Add click rep name functionality to filter all data, expandable sections for details, and executive vs detailed view toggle options.
Step 4. Implement automated intelligence and professional formatting.
Add green/yellow/red status indicators, automatic insight generation like “Rep exceeds team average by 15% on deal velocity,” exception highlighting for metrics requiring attention, and scheduled email reports. Apply company branding, clean minimalist design, and mobile-responsive layout.
Transform executive reporting in minutes not hours
CreateThis solution provides executives with instant, comprehensive rep insights, replacing the 30-minute exercise of gathering data from multiple HubSpot reports with a 30-second glance at a unified, automatically updated dashboard.your executive-ready rep dashboard today.
