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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’s calculated properties are restricted to basic math operations and can’t handle cross-object calculations or complex conditional logic. You’re limited by HubSpot’s calculation capabilities when you need sophisticated pipeline analysis.
Here’s how to export HubSpot custom calculated fields and extend them with advanced Excel calculations that exceed HubSpot’s limitations.
Extend calculated field capabilities using Coefficient
CoefficientHubSpotexcels at importingcustom calculated fields and enables additional Excel-based calculations that extend beyond HubSpot’s calculation limitations. You get proper formatting preservation plus the ability to create advanced formulas using associated object data.
This combines HubSpot’s custom calculated fields with Excel’s superior calculation capabilities for comprehensive pipeline analysis.
How to make it work
Step 1. Import all HubSpot custom calculated properties.
Select all custom calculated properties during field selection to ensure proper formatting preservation. Include the underlying data fields used in calculations so you can extend or modify the calculations in Excel if needed.
Step 2. Include raw data fields for additional calculations.
Import underlying data like deal amounts, dates, percentages, and associated object properties. This enables cross-object calculations and time-based metrics that HubSpot’s calculated properties cannot handle.
Step 3. Create advanced Excel calculation columns.
Build Excel formulas adjacent to imported data that use complex conditional logic, statistical functions, and cross-reference analysis. Create calculations like weighted probability scores using multiple deal and contact properties simultaneously.
Step 4. Set up Formula Auto Fill Down for new deals.
Configure Formula Auto Fill Down to automatically apply your Excel calculations to new deals added during refreshes. This ensures consistent calculation application across your entire dataset without manual formula copying.
Step 5. Use conditional formatting based on calculated results.
Apply conditional formatting, data bars, and color scales based on your calculated values. Create visual indicators for deal scoring, risk assessment, or priority ranking that update automatically with your calculations.
Break free from HubSpot’s calculation limitations
Expand your calculationsThis approach combines HubSpot’s custom calculated fields with Excel’s superior calculation capabilities, creating a comprehensive pipeline analysis system that far exceeds HubSpot’s native calculation limitations.beyond what HubSpot allows.
