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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 reports by company property for external stakeholder sharing by using advanced filtering capabilities that isolate data before it reaches your reports, eliminating security concerns.
This approach transforms HubSpot’s limited external sharing capabilities into a robust, secure system for stakeholder reporting with professional presentation.
Apply company property filtering using Coefficient
Coefficient’s advanced filtering capabilities specifically address HubSpot reporting permissions challenges for external stakeholder sharing. You can use up to 25 filters with AND/OR logic to isolate data by company properties, apply dynamic filters that reference spreadsheet cells, and combine company filters with date ranges and custom field values.
How to make it work
Step 1. Set up property-based filtering with dynamic references.
Configure filters to isolate data by company properties using up to 25 filters with AND/OR logic. Point filter values to spreadsheet cells containing company names, IDs, or custom properties for flexible report generation. Combine company filters with date ranges, deal stages, and custom field values for precise data isolation.
Step 2. Implement advanced filtering with HubSpot Search Formula.
Use the HubSpot Search Formula like =hubspot_search(“deals”, “Company=ClientA AND Deal_Stage=Closed Won”) for complex filtering logic. Apply association filtering to filter across related objects such as deals associated with specific companies. Create dynamic filters by referencing cells containing company information for flexible report generation.
Step 3. Configure automated sharing and security features.
Set up scheduled refreshes to ensure stakeholders always have current data while maintaining complete data isolation. Use Snapshots to preserve historical reports for compliance and auditing. Share reports through spreadsheet permissions where each stakeholder receives precisely the data they need without CRM access requirements.
Secure your external stakeholder reporting
This solution provides granular control and audit trails while eliminating the need for expensive HubSpot licenses for external users. Stakeholders receive professional, clean spreadsheet reports instead of complex CRM interfaces. Transform your HubSpot external sharing capabilities today.
