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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 native exports break the connections between deals, contacts, and companies. You end up with separate files that require manual matching in Excel, losing valuable relationship context for your pipeline analysis.
Here’s how to export pipeline data with all associated contact and company information preserved in a single Excel file for comprehensive relationship analysis.
Preserve data relationships during pipeline export using Coefficient
CoefficientHubSpotexcels at handlingdata relationships through its Association Handling capabilities, which preserve complex data connections during Excel import. You get deals with their associated contacts and companies in the same rows, eliminating manual data matching.
The key advantage: you can analyze pipeline performance by contact source, company characteristics, and stakeholder engagement without complex VLOOKUP operations.
How to make it work
Step 1. Import deals with association display configured.
Select deals as your primary object and configure association display options. Choose “Primary Association” to show the main contact and company for each deal in the same row, or “Comma Separated” if you need multiple associated contacts visible.
Step 2. Select relevant contact fields for analysis.
Include specific contact properties like name, email, title, lead source, and engagement scores. These fields will appear alongside deal data, enabling analysis of how contact characteristics affect deal progression and outcomes.
Step 3. Include company fields for comprehensive context.
Add company properties such as name, industry, company size, annual revenue, and custom company scoring fields. This creates a complete picture of each deal with full stakeholder and account context in single Excel rows.
Step 4. Set up scheduled refreshes to maintain current associations.
Configure automatic refreshes to keep association data current as relationships change in HubSpot. This ensures your Excel analysis always reflects the latest contact and company connections without manual updates.
Step 5. Create relationship-based analysis formulas.
Build Excel formulas to analyze pipeline performance by contact source, company industry, or engagement level. Use SUMIFS and COUNTIFS to calculate conversion rates by company size or deal velocity by contact title.
Stop losing valuable relationship context in your exports
Preserve your data relationshipsThis unified approach provides complete HubSpot pipeline data with maintained relationships, enabling Excel analysis that would require complex manual data combining with standard exports.and unlock deeper pipeline insights.
