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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 doesn’t allow direct export of calculated forecasting metrics like pipeline coverage, but you can export all the underlying data needed to recreate and enhance these metrics in spreadsheets.
Here’s how to set up comprehensive forecasting data exports that give you more flexibility than HubSpot’s static forecasting module.
Export complete forecasting datasets using Coefficient
Coefficient provides a comprehensive solution to export all forecasting-related data from HubSpot to HubSpot . You can recreate coverage metrics and build enhanced forecasting analysis that goes beyond HubSpot’s limitations.
How to make it work
Step 1. Set up complete pipeline exports.
Export all deals with amounts, stages, close dates, and probabilities. Include deal owner information for rep-level coverage analysis and pull associated company and contact data for additional context.
Step 2. Export goal and quota data.
Export sales goals if stored in HubSpot custom objects, or import quota data from other sources to calculate coverage. Maintain historical goal data for trend analysis over time.
Step 3. Schedule automated export updates.
Set daily or weekly exports to track coverage changes over time. Use Coefficient’s append feature to build historical datasets and create timestamp tracking for when coverage snapshots were taken.
Step 4. Build enhanced coverage calculations.
Go beyond basic coverage with calculations like coverage by deal source, product-specific coverage ratios, coverage velocity (rate of change), and coverage quality scores based on deal characteristics.
Step 5. Create multi-view exports for different perspectives.
Set up separate imports for different pipeline views, build team-specific coverage reports, and export data for different forecast periods simultaneously.
Step 6. Maintain data synchronization.
Coefficient’s scheduled refresh ensures your spreadsheet-based forecasting data stays synchronized with HubSpot, providing more flexibility than HubSpot’s static forecasting while maintaining data accuracy.
Build better forecasting with exported data
Exporting the underlying forecasting data gives you the building blocks for sophisticated coverage analysis that HubSpot can’t provide natively. Start exporting your forecasting data to unlock better pipeline insights.
