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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 and custom metrics both have significant limitations for weighted KPIs. Neither supports multiplication by external weight values, cross-object calculations, or lookup table references needed for sophisticated KPI calculations.
Here’s how to get the benefits of both approaches while eliminating their limitations through an enhanced calculation system.
Overcome HubSpot limitations using Coefficient
Coefficient provides a superior alternative that combines the benefits of both HubSpot calculated properties and custom metrics while eliminating their limitations. You get advanced calculation power with seamless HubSpot integration.
How to make it work
Step 1. Create advanced calculated properties.
Build complex weighted calculations using spreadsheet formulas that reference multiple data sources and weight tables. Export results as HubSpot custom properties that function like native calculated fields but with advanced capabilities.
Step 2. Build dynamic custom metrics.
Create sophisticated KPI calculations that reference multiple HubSpot objects and external weight tables. Build metrics that combine contact activities, deal values, and company data with custom weighting factors.
Step 3. Implement flexible weight management.
Maintain weight tables in spreadsheets for easy updates and management. Change weight values and have calculations automatically refresh across all metrics without rebuilding formulas or properties.
Step 4. Enable cross-object calculations.
Combine data from contacts, companies, deals, and custom objects for comprehensive weighted KPIs. Create calculations that span multiple HubSpot objects using relationships and associations.
Step 5. Set up automated property updates.
Schedule regular exports to keep HubSpot properties updated with latest calculated values. Your advanced calculated properties stay current and integrate seamlessly with workflows and reporting.
Step 6. Integrate with native HubSpot reporting.
Use calculated properties in native HubSpot reports while maintaining advanced calculation capabilities. Create dashboards that display sophisticated weighted KPIs alongside standard HubSpot metrics.
Get calculation power beyond HubSpot’s limits
This hybrid approach provides the calculation power that neither HubSpot calculated properties nor custom metrics can deliver independently. Start building advanced weighted KPIs that work seamlessly with HubSpot.
