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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.”
Mismatched deal totals happen because HubSpot applies filters sequentially rather than simultaneously, and data quality issues like empty source values or inconsistent formatting cause deals to be counted differently across filter combinations.
You’ll learn how to apply consistent filter logic and validate your data quality to ensure your closed won deals by traffic source reports show accurate totals.
Apply simultaneous filtering for consistent deal totals using Coefficient
Coefficient eliminates filter interaction issues by applying up to 25 filters with AND/OR logic directly in your import. This ensures that your “Deal Stage = Closed Won” AND “Original Source is known” filters work together consistently, unlike HubSpot’s sequential filtering that can create unexpected results.
How to make it work
Step 1. Set up simultaneous filters to eliminate null value discrepancies.
Create a Coefficient import with filters for “Deal Stage = Closed Won” AND “Original Source is known” applied at the same time. This prevents deals with missing source attribution from being included in your total count but excluded from source breakdowns, which is a common cause of mismatched totals.
Step 2. Build data quality validation formulas.
Use COUNTBLANK to identify deals missing source attribution and COUNTIFS to verify that your filtered deal count matches across different grouping methods. Create a validation table that shows deals with empty or inconsistent source data so you can clean your attribution before building final reports.
Step 3. Test filter combinations with dynamic filtering.
Use Coefficient’s dynamic filtering feature to point filter values to specific spreadsheet cells. Create dropdown selectors for different filter combinations and immediately see how they affect your deal counts. This transparency helps you understand why totals might not match in HubSpot’s native interface.
Step 4. Implement cross-validation checks for accuracy.
Set up formulas that compare your filtered totals against unfiltered counts. Use SUMIFS to verify deal amounts match your counting logic and create conditional formatting to highlight discrepancies that need investigation.
Get totals that actually match your filters
Consistent filter application and data quality validation ensure your closed won attribution reports show accurate totals every time. Start building reliable deal reports with transparent filtering logic.
