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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.”
When sequence enrollment data is grouped by week, calculating and displaying accurate weekly goal lines becomes challenging in HubSpot because the platform’s goal calculations are based on monthly periods, creating mathematical misalignment.
Here’s how to build precise weekly goal line calculations that align properly with your weekly data groupings.
Build precise weekly goal calculations using Coefficient
HubSpot’s monthly-based goal calculations can’t properly align with weekly groupings due to calendar math issues. Coefficient provides precise weekly goal line calculation capabilities that match your data grouping exactly.
How to make it work
Step 1. Import sequence enrollment data with proper weekly grouping.
Use Coefficient to import sequence enrollment data from HubSpot or HubSpot with your preferred weekly grouping (Sunday-Saturday or Monday-Sunday based on your business needs).
Step 2. Create calculated fields for different goal types.
Build multiple goal calculation options: static weekly goals (simple “20” value for each week), proportional weekly goals (monthly goal ÷ weeks in month to handle varying month lengths), and business-day adjusted goals that account for holidays and business calendar variations.
Step 3. Set up charts with calculated goal lines.
Configure visualizations with both actual weekly enrollments and your calculated weekly goal lines as separate data series. This ensures precise weekly period alignment without monthly goal distribution errors.
Step 4. Add advanced calculation options.
Include seasonal goal adjustments for peak enrollment periods, cumulative goal tracking (running total vs running target), goal variance calculations (percentage above/below weekly targets), and trend-adjusted goals based on historical performance patterns.
Step 5. Enable automated recalculation and tracking.
Set up Coefficient’s scheduling for automated recalculation when data refreshes. Use the snapshot functionality for historical goal performance tracking, giving you flexible goal calculation methods that update automatically.
Get weekly goals that align with your data
This approach ensures your weekly goal lines accurately reflect your business targets rather than being artifacts of monthly goal distribution mathematics. Start building your precise weekly goal calculations today.
