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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.”
You can export HubSpot company revenue metrics to external reporting dashboards using advanced automation and formatting capabilities that create professional, independent dashboards with real-time updates.
This approach transforms HubSpot data into comprehensive external reporting dashboards that operate independently while maintaining data accuracy and professional presentation.
Build external revenue dashboards using Coefficient
Coefficient excels at exporting HubSpot company revenue metrics to create external reporting dashboards with advanced automation and formatting capabilities. You can pull deals, payments, and line items with company associations, calculate MRR, ARR, churn rates, and growth metrics, then build visual dashboards using spreadsheet charts and conditional formatting.
How to make it work
Step 1. Set up revenue data import and metric calculations.
Import deals, payments, and line items with company associations from HubSpot. Use spreadsheet formulas to calculate MRR, ARR, churn rates, and growth metrics automatically. Build visual dashboard components using spreadsheet charts and conditional formatting for professional presentation.
Step 2. Configure advanced export features and automation.
Set up scheduled exports to push calculated metrics back to HubSpot custom properties for CRM visibility. Configure multi-format support to export to Google Sheets, Excel, or CSV for various dashboard tools. Implement conditional exports that trigger only when specific conditions are met, like monthly revenue targets.
Step 3. Build comprehensive dashboard components.
Create revenue tracking with real-time metrics and trend analysis. Build company comparison dashboards with side-by-side performance metrics across different companies. Include pipeline analysis with forecasted revenue and deal progression tracking, plus payment performance showing conversion rates and collection analytics.
Deploy independent revenue dashboards
This creates a comprehensive system for transforming HubSpot data into professional external reporting dashboards that operate independently while maintaining data accuracy. You eliminate expensive dashboard tools while providing executive-ready reporting with real-time updates. Start building your external revenue dashboard today.
