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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 lacks sophisticated velocity metrics and can’t calculate conversion rates across custom time periods or deal segments. You can’t track velocity changes over time or analyze conversion by specific pipeline stages effectively.
Here’s how to export the underlying deal data needed for advanced pipeline velocity and conversion rate analysis that HubSpot’s native reporting simply cannot provide.
Calculate advanced velocity metrics and conversion rates using Coefficient
CoefficientHubSpotenables advanced pipeline velocity and conversion rate analysis by importing the underlyingdeal data needed for these calculations. You get stage change timestamps, progression history, and all deal properties required for sophisticated Excel-based velocity analysis.
This approach provides custom velocity calculations and historical conversion tracking that HubSpot’s basic reports cannot match.
How to make it work
Step 1. Import deal data with stage progression timestamps.
Pull deal data including create date, stage progression dates, close date, and deal value. Include custom properties that affect velocity like deal source, sales rep, and company size for segmented analysis.
Step 2. Import historical data using Snapshots for trend analysis.
Set up monthly snapshots to capture deal progression over time. This historical data enables velocity trending analysis and conversion rate tracking across different time periods that HubSpot cannot provide natively.
Step 3. Create Excel formulas for velocity calculations.
Build formulas to calculate days in each pipeline stage using date differences. Create average time calculations from lead to close and stage-to-stage progression times. Use formulas like =AVERAGE(Close_Date-Create_Date) for overall sales cycle length.
Step 4. Calculate stage-to-stage conversion rates.
Use COUNTIFS formulas to calculate conversion percentages between each pipeline stage. Create formulas like =COUNTIFS(Stage,”Qualified”)/COUNTIFS(Stage,”Lead”) to track conversion rates across your sales funnel stages.
Step 5. Build advanced pipeline velocity metrics.
Calculate comprehensive pipeline velocity using the formula: (Number of qualified leads × Average deal size × Win rate) ÷ Sales cycle length. Segment this calculation by deal source, rep performance, or company characteristics for detailed insights.
Get the velocity insights HubSpot can’t calculate
Start calculatingThis approach provides comprehensive pipeline velocity metrics and conversion rate analysis capabilities that exceed HubSpot’s native reporting limitations through live data access combined with Excel’s analytical power.the velocity metrics that actually drive revenue growth.
