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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 extract company-specific deal and fee data from HubSpot for client reporting by using advanced filtering and association management to isolate relevant data and perform complex fee calculations.
This method transforms raw HubSpot data into polished, client-ready reports with automated calculations and professional formatting.
Pull targeted deal and fee data using Coefficient
Coefficient provides robust HubSpot data extraction capabilities specifically designed for company-specific metrics. You can import deals with custom field selection including fee structures, apply company-based filtering, and leverage association management to link deals to companies and related objects.
How to make it work
Step 1. Set up company-filtered deal imports with fee data.
Use Coefficient’s object import to pull deals with custom field selection including fee structures and commission data. Apply company-based filtering using up to 25 filters across 5 filter groups to isolate specific client data. Import deal line items for detailed fee breakdowns when needed.
Step 2. Configure automated calculations and associations.
Leverage Association Management to link deals to companies, contacts, and related objects for comprehensive reporting. Use Formula Auto Fill Down to automatically calculate commission, margins, and fee totals as new data arrives. Set up dynamic filtering that points to specific spreadsheet cells for flexible company selection.
Step 3. Implement advanced search and scheduling features.
Use the HubSpot Search Formula (=hubspot_search) to find deals with complex filter logic like “company=X AND deal_stage=Y” for precise data extraction. Set up scheduled snapshots to capture monthly or quarterly fee data for historical analysis while maintaining live data updates.
Transform raw data into client-ready reports
This approach eliminates manual export processes while providing real-time data that arrives formatted for immediate sharing with external stakeholders. Clients receive comprehensive deal and fee analysis they can easily understand and act upon. Start extracting company-specific HubSpot data for professional client reporting.
