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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 funnel reports capture point-in-time snapshots that don’t update when deals are retroactively moved through stages. This means deals remain marked as “missed” even after they eventually close won, creating inaccurate conversion metrics.
Here’s how to build dynamic funnel analysis that reflects true deal outcomes instead of timing artifacts.
Build accurate funnel reports using Coefficient
Coefficient solves this by importing complete HubSpot deal data including stage history into spreadsheets where you can create custom funnel logic. Unlike HubSpot’s static reports, your analysis updates automatically to reflect current deal status.
How to make it work
Step 1. Import comprehensive deal data from HubSpot.
Connect to HubSpot and pull all deals with Deal Stage, Close Date, Amount, and Deal Stage History fields. Set up scheduled daily imports to maintain current data without manual updates.
Step 2. Create custom conversion logic that accounts for final outcomes.
Build formulas that identify deals as “converted” at each stage if they eventually reach Closed Won, regardless of timing. Use: =IF(AND(G2=”Closed Won”, H2>=DateOfStageEntry), “Converted”, “Missed”) to properly classify deal outcomes.
Step 3. Calculate dynamic funnel metrics that exclude timing artifacts.
Build conversion rates that remove deals from “missed” counts if their final status is Closed Won. This gives you accurate stage-to-stage conversion percentages that reflect actual performance rather than when stages were updated.
Step 4. Track non-linear progression patterns.
Account for deals that move backwards then forwards through your pipeline. Your spreadsheet analysis can handle complex stage progression that updates automatically via Coefficient’s scheduled imports, providing a complete view of deal movement.
Get accurate funnel insights that reflect real performance
This approach eliminates HubSpot’s snapshot-based limitations and provides conversion metrics that update based on current deal reality. Start building dynamic funnel reports that show true sales performance.
