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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 CRM API returns individual deal records but doesn’t provide direct access to HubSpot dashboard report totals or pre-calculated aggregations.
Instead of pulling all deal data and writing custom aggregation code, here’s how to get those dashboard metrics directly in your spreadsheet.
Import HubSpot deal data with instant aggregation using Coefficient
Coefficient connects directly to HubSpot and imports your deal data with the same filtering logic as your dashboard reports. You get immediate access to aggregated amounts using familiar spreadsheet functions.
How to make it work
Step 1. Connect HubSpot to your spreadsheet.
Install Coefficient and authenticate your HubSpot connection. This eliminates the need to manage API authentication, rate limits, or custom aggregation logic.
Step 2. Import deals with dashboard-matching filters.
Select your deal data including Amount, Deal Stage, Close Date, and any custom properties. Apply up to 25 filters across 5 filter groups to precisely match your dashboard criteria like Deal Stage = “Closed Won” or specific date ranges.
Step 3. Create instant aggregations.
Use SUM, AVERAGE, or SUMIF functions on the imported Amount fields for immediate totals. You can also pull associated contact or company data alongside deals for more sophisticated reporting that matches dashboard complexity.
Step 4. Set up live data sync.
Schedule automatic imports to keep aggregated amounts current. Add Slack or email alerts when totals change significantly, so you stay informed without constantly checking dashboards.
Skip the API complexity for HubSpot deal aggregations
This method provides the exact dashboard metrics you need without technical overhead or custom code. Get started with Coefficient to access your HubSpot deal aggregations instantly.
