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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’s forecasting module calculates pipeline coverage as a proprietary metric that isn’t directly accessible through standard reporting or exports. The coverage calculations happen behind the scenes, making it impossible to extract this data for custom analysis.
Here’s how to recreate and enhance these metrics using live HubSpot data in your spreadsheets.
Pull pipeline coverage data using Coefficient
Coefficient provides a powerful workaround to extract and recreate pipeline coverage metrics by importing the underlying deal data from HubSpot into HubSpot . You can then build custom coverage formulas that give you complete control over the calculations.
How to make it work
Step 1. Import essential pipeline data from HubSpot.
Connect to HubSpot and pull all deals with their amounts, close dates, stages, and probability percentages. Include any custom fields that affect your coverage calculations, like deal source or product type.
Step 2. Sync your revenue goals and quotas.
Import your sales goals from HubSpot properties or connect to a separate data source where you store quota information. This gives you the denominator for your coverage ratio calculations.
Step 3. Build dynamic coverage calculations.
Create custom pipeline coverage formulas in your spreadsheet: – Weighted Pipeline = SUM(Deal Amount × Stage Probability) – Pipeline Coverage = Weighted Pipeline ÷ Revenue Goal
Step 4. Schedule automated updates.
Set hourly or daily refresh schedules to keep your coverage metrics current without manual intervention. Use Coefficient’s snapshot feature to capture pipeline coverage data at regular intervals for trend analysis.
Step 5. Create historical snapshots for trend analysis.
Unlike HubSpot’s forecasting module, you can build historical coverage data that shows how your pipeline coverage changes over time. This helps identify patterns and improve forecasting accuracy.
Start building better pipeline coverage reports
This approach gives you complete control over coverage calculations and the ability to combine data from multiple pipelines or date ranges. Try Coefficient to build pipeline coverage reports that go beyond HubSpot’s limitations.
