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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 filter HubSpot deals by stage and amount directly in Google Sheets using dynamic formulas that update instantly when you change filter criteria. No more manual exports or stale data.
Here’s how to set up interactive deal filtering that refreshes automatically and lets you adjust parameters on the fly.
Create dynamic HubSpot deal filters using Coefficient
Coefficient transforms Google Sheets into a real-time HubSpot reporting tool. You can create filter cells in your spreadsheet and reference them in formulas that pull live deal data based on your criteria.
How to make it work
Step 1. Set up your filter control cells.
Create dedicated cells for your filter values. Put “Closed Won” in cell A1 for deal stage and 10000 in cell A2 for minimum amount. These cells will control what data gets pulled from HubSpot.
Step 2. Use the hubspot_search formula with dynamic references.
Enter this formula in your data area:. This pulls deals matching your stage and amount criteria, updating instantly when you change the values in A1 or A2.
Step 3. Enable automatic refreshes for live data.
Go to the Coefficient sidebar and set up scheduled refreshes. Choose hourly updates for near real-time data or daily refreshes for morning pipeline reviews. Your filtered data will stay current without any manual intervention.
Step 4. Add advanced filtering with the Import from Objects feature.
For more complex filtering, use Coefficient’s Import from Objects. Navigate to Import from → HubSpot → Deals, select your fields, then add up to 25 filters with AND/OR logic. Point each filter to spreadsheet cells using the Dynamic Filters option.
Start filtering your HubSpot deals dynamically
Dynamic filtering eliminates the export/import cycle and gives you instant control over your deal data. Change any filter value and watch your results update immediately. Try Coefficient to transform your HubSpot reporting workflow.
