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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.”
Filtering HubSpot deal stages effectively is crucial for accurate sales forecasts, but Excel’s native filters only work on static exported data. You need dynamic filtering that updates automatically with your live pipeline changes.
Here’s how to set up advanced deal stage filtering that keeps your forecasts accurate and current.
Create dynamic deal stage filters with live HubSpot data using Coefficient
Coefficient enables sophisticated filtering of live HubSpot data directly within Excel, going far beyond what static exports can provide. You can apply up to 25 filters with complex logic that updates automatically as your pipeline changes.
How to make it work
Step 1. Import with stage-specific filters at the source.
When setting up your HubSpot import, apply filters directly: Deal Stage = “Qualified to Buy” OR “Decision Maker Bought-In” OR “Contract Sent”. Exclude early stages like “Appointment Scheduled” for more accurate forecasts focused on qualified opportunities.
Step 2. Set up dynamic filter references.
Point your filter values to specific spreadsheet cells for flexible filtering. Put “Qualified to Buy” in cell A1, then reference [A1] in your filter. This lets you change filtered stages without editing the import setup.
Step 3. Build multi-criteria filtering with complex logic.
Combine up to 25 filters with AND/OR logic: Deal Stage = “Contract Sent” AND Probability > 60%, or Deal Stage IN “Late Stages” AND Deal Owner = “Rep Name”. This precision is impossible with static exports.
Step 4. Create stage-specific weighted calculations.
With filtered deal data, apply stage-specific probabilities using formulas like:
Step 5. Set up separate imports for stage progression analysis.
Create multiple imports filtering for different stages to analyze conversion rates between stages, average time in each stage, and stage-specific win rates. This provides insights impossible with single static exports.
Step 6. Enable automatic updates as deals progress.
As deals move through stages in HubSpot, your filtered views update automatically based on your refresh schedule. Your forecasts stay accurate without manual re-filtering of new exports.
Get precise forecasting with advanced deal stage filtering
Dynamic deal stage filtering eliminates manual work while providing more sophisticated filtering options than HubSpot’s native reporting. Your forecasts become more accurate and granular, updating automatically as your pipeline evolves. Start filtering your HubSpot deal stages dynamically today.
