How to extract HubSpot deal data for MRR calculations in external spreadsheets

using Coefficient excel Add-in (500k+ users)

Learn how to extract HubSpot deal data for MRR calculations in spreadsheets. Build custom formulas for expansion, contraction, and growth analysis.

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HubSpot’s native reporting can’t handle the complex MRR calculations that subscription businesses need. You can see deal amounts and close dates, but calculating expansion MRR, contraction rates, and rolling revenue metrics requires formulas that HubSpot simply doesn’t support.

Here’s how to extract your HubSpot deal data into spreadsheets where you can build the sophisticated MRR calculations your business actually needs.

Extract live deal data for custom MRR formulas using Coefficient

Coefficient connects your HubSpot deal pipeline directly to HubSpot spreadsheets, giving you access to all the deal properties you need for MRR calculations. Unlike HubSpot’s limited reporting, you can pull deal amounts, subscription dates, custom revenue fields, and stage information into spreadsheets where complex formulas actually work.

How to make it work

Step 1. Connect to your HubSpot deal data.

Install Coefficient and connect to HubSpot through the sidebar. Select your deal object and choose the fields you need: deal amount, close date, deal stage, subscription start/end dates, and any custom MRR properties you’ve created. Use up to 25 filters to focus on subscription deals or specific date ranges.

Step 2. Set up automatic data refreshes.

Schedule hourly or daily imports so your MRR calculations always reflect current HubSpot data. This means when new deals close or existing subscriptions change, your spreadsheet formulas automatically recalculate without manual updates.

Step 3. Build your MRR calculation formulas.

Create formulas for new MRR, expansion MRR, contraction MRR, and churn calculations using standard spreadsheet functions. For example, use SUMIFS to calculate monthly recurring revenue by grouping deals by close date and subscription type. Build rolling 12-month calculations and MRR waterfall analysis that HubSpot can’t generate natively.

Step 4. Apply formulas to new data automatically.

Enable Formula Auto Fill Down so your MRR calculations automatically apply to new deals as they’re imported. This maintains consistent calculations across your entire dataset without manual intervention every time your HubSpot data updates.

Start building better MRR insights today

Extracting HubSpot deal data into spreadsheets unlocks the MRR analysis capabilities that subscription businesses actually need. With live data connections and automated formula application, you can finally build the revenue calculations that drive real business decisions. Get started with Coefficient today.

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