HubSpot’s CS space blocks timestamp access for customer health score data, making it impossible to track score changes over time through native reporting channels.
Here’s how to extract timestamped health score data and build the historical tracking capabilities that HubSpot’s CS space can’t provide.
Extract timestamped health score data using Coefficient
Coefficient connects directly to HubSpot’s API to pull customer health score data with full timestamp preservation. This bypasses the CS space reporting limitations that block timestamp access in native HubSpot dashboards.
How to make it work
Step 1. Set up your HubSpot connection and import health score data.
Connect to HubSpot through Coefficient’s sidebar and select your customer health score data from the CS space. Use custom field selection to pull the specific health score metrics you need along with customer identifiers and any associated properties.
Step 2. Configure scheduled snapshots for timestamp preservation.
Set up daily or weekly snapshots using Coefficient’s snapshot feature. This captures point-in-time copies of your health score data with preserved timestamps, creating the historical dataset that HubSpot’s native reporting blocks.
Step 3. Enable automated data refresh with append functionality.
Configure your import to append new health score readings without overwriting previous data. This builds a comprehensive time-series dataset where each row includes automatic timestamp tracking for when the data was captured.
Step 4. Build time-series analysis with auto-fill formulas.
Use Formula Auto Fill Down to automatically calculate health score changes, trend velocity, and period-over-period comparisons as new timestamped data arrives. Create formulas like =B2-B1 for score changes and =(B2-B1)/B1 for percentage movements.
Start tracking health score trends today
This approach transforms HubSpot’s timestamp-blocked health score data into a robust tracking system that enables proactive customer success management. Get started with Coefficient to build the historical health score analysis that HubSpot’s CS space limitations prevent.