You can pull HubSpot closed deals after any specific date directly into Google Sheets with automatic updates. The data refreshes as new deals close, eliminating manual exports entirely.
Here’s how to set up time-based deal filtering that keeps your closed deal reports current without any manual work.
Import closed deals after a date using Coefficient
Coefficient excels at pulling time-based HubSpot data with live updates. You can create formulas that reference date cells and automatically pull deals closed after your specified cutoff date.
How to make it work
Step 1. Create a formula with a fixed date filter.
Use this formula to pull all deals closed after January 1, 2024:. This gives you a baseline of closed deals after your specified date.
Step 2. Make the date filter dynamic.
Put your cutoff date in cell B1 (like 2024-01-01), then use this formula:. Now you can change the date in B1 and your data updates instantly.
Step 3. Set up automatic refreshes.
In the Coefficient sidebar, configure your import to refresh hourly or daily. Enable “Append New Data” to track newly closed deals without overwriting existing data. This creates a growing list of closed deals that updates automatically.
Step 4. Create rolling date windows.
For a 30-day rolling window of closed deals, use:. This automatically adjusts to show the last 30 days of closed deals.
Keep your closed deal data current automatically
Time-based deal filtering eliminates the need to remember manual exports or worry about stale data. Your closed deal reports stay current as new deals close in HubSpot. Start using Coefficient to automate your deal tracking.