)
Written by
Table of Contents
“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 workflows can’t export calculated properties to Excel files, but there’s a comprehensive solution that imports all your calculated properties and lets you perform additional calculations in Excel.
This approach offers more flexibility than workflow automation attempts while giving you enhanced calculation capabilities that HubSpot simply can’t provide natively.
Import calculated properties with enhanced Excel calculations using Coefficient
CoefficientHubSpotprovides complete support for importingcalculated properties including custom calculations, score properties, formula properties, and rollup properties, with real-time updates as your HubSpot calculations change.
You can then apply Excel’s advanced calculation capabilities to perform analysis that goes far beyond what HubSpot’s calculated properties can handle alone.
How to make it work
Step 1. Import deals with calculated properties and associations.
Connect Coefficient to HubSpot and create an import that includes your calculated properties like “Days in Pipeline” and “Deal Velocity.” Include associated objects to get complete context for your calculations.
Step 2. Set up Formula Auto Fill Down for enhanced calculations.
Create Excel formulas that build on your HubSpot calculated properties to generate pipeline conversion rates, forecasting models, and performance metrics. Use Formula Auto Fill Down to automatically extend these calculations to new rows as data refreshes.
Step 3. Schedule regular imports to keep calculated properties current.
Set up daily or hourly refreshes to ensure your calculated properties stay current as HubSpot recalculates values. This maintains accuracy for any Excel calculations that depend on these properties.
Step 4. Create alerts and advanced reporting based on calculated thresholds.
Set up Slack or email alerts when calculated metrics exceed specific thresholds. Build executive dashboards that combine multiple calculated properties and create commission calculations based on HubSpot deal scores.
Unlock advanced calculated property analysis
Start analyzingThis approach provides superior calculated property export capabilities compared to attempting workflow automation, with enhanced calculation and analysis capabilities that extend far beyond HubSpot’s native limitations.your calculated properties today.
