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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.”
You can create secure, company-specific revenue reports from HubSpot data without giving clients direct CRM access by using advanced filtering and automated report generation that isolates data by company.
This approach eliminates security risks while providing clients with comprehensive, automatically updating revenue dashboards that refresh without manual intervention.
Extract and filter HubSpot revenue data by company using Coefficient
Coefficient solves this challenge by connecting directly to HubSpot and applying company-specific filters before the data ever reaches your spreadsheet. Unlike HubSpot’s native reporting, which requires CRM access and lacks granular permission controls, you can isolate specific company data and share it through view-only spreadsheet permissions.
How to make it work
Step 1. Connect HubSpot to your spreadsheet and set up company filtering.
Access the Connected Sources menu in Coefficient and establish your HubSpot connection. Import deals and companies using up to 25 filters with AND/OR logic to isolate specific company data. You can apply dynamic filters that reference spreadsheet cells containing company IDs or names for flexible report generation.
Step 2. Configure automated revenue calculations and scheduling.
Use Formula Auto Fill Down to automatically calculate revenue metrics as new data refreshes. Set up scheduled imports (hourly, daily, or weekly) to keep reports current without manual updates. This ensures clients always receive the most recent revenue data.
Step 3. Share filtered reports with view-only permissions.
Distribute the resulting spreadsheet with view-only permissions to external clients. Each client receives only their company’s data through the filtered import, with no ability to access your broader CRM database or navigate to other company information.
Start building secure client revenue reports
This method provides complete data isolation while maintaining professional presentation and automated updates. Clients get comprehensive revenue insights without expensive HubSpot licenses or security concerns. Try Coefficient to start creating secure, automated client revenue reports today.
