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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 calculated properties have significant limitations for company customer conversion tracking. They cannot reference associated object data like deals or perform complex date calculations needed to determine when companies first became customers.
Here’s how to create “super-calculated properties” that leverage external processing power to deliver the sophisticated conversion tracking that native calculated properties simply cannot provide.
Build powerful calculated properties using external calculation processing
Coefficient provides the calculation engine that HubSpot’s calculated properties lack. You can perform cross-object calculations, historical processing, and complex logic that native calculated properties cannot handle, then populate custom properties with the results.
How to make it work
Step 1. Import multi-object data for comprehensive analysis.
Use Coefficient to import companies, deals, contacts, and activities with associations from HubSpot . This gives you access to the cross-object relationships that calculated properties cannot reference.
Step 2. Build sophisticated conversion calculations.
Create complex spreadsheet formulas to calculate first deal close date per company, days from first contact to customer conversion, customer lifetime value calculations, and conversion probability scoring. Use functions like =MIN(IF(company_matches,IF(stage=”Closed Won”,close_date))) for conversion dates.
Step 3. Implement validation and business logic.
Add data quality checks before updating HubSpot properties, handle conditional logic for different deal types, apply custom business rules that calculated properties cannot process, and manage edge cases like multiple pipelines or simultaneous conversions.
Step 4. Create essential property types.
Build properties for “First Customer Date” (earliest closed won deal date), “Days to Customer” (time from first contact to conversion), “Customer Acquisition Source” (source of converting deal), and “Customer Conversion Score” (calculated likelihood based on historical patterns).
Step 5. Export calculated values to HubSpot properties.
Use Coefficient’s export functionality to UPDATE existing company records with calculated values, populating your custom properties automatically with accurate, complex calculations.
Step 6. Schedule automated updates.
Set up regular calculation and export cycles to maintain current property values as new deals close and companies convert, ensuring your “calculated properties” stay current.
Get the calculated properties HubSpot should provide
This approach delivers powerful calculated properties with cross-object calculations, historical processing, and complex logic while maintaining integration with HubSpot’s workflows and reporting tools. Start building your enhanced calculated properties today.
