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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 formula field beta lacks COUNT functions for aggregating deal stage data, creating significant roadblocks for sales teams tracking combined metrics across multiple stages.
Here’s a comprehensive alternative that leverages spreadsheet functionality with live HubSpot data to overcome these limitations.
Use spreadsheet functions with live HubSpot data using Coefficient
Coefficient provides a superior alternative by connecting HubSpot data to spreadsheets where you have full access to COUNT, COUNTIF, SUMPRODUCT, and other aggregation functions that HubSpot’s formula fields simply don’t support.
How to make it work
Step 1. Import HubSpot deals through Coefficient’s sidebar.
Connect your HubSpot account and import relevant fields like Deal Stage, Close Date, and Deal Owner. The data imports with automatic refresh capabilities to keep your calculations current.
Step 2. Create calculated columns with advanced formulas.
Build formulas like =COUNTIFS(Stage_Column,”Closed Won”,Owner_Column,A2)+COUNTIFS(Stage_Column,”Closed Lost”,Owner_Column,A2) to count deals by stage and owner. Use dynamic filtering that references specific cells for flexible criteria.
Step 3. Set up automated formula auto-fill.
Enable Coefficient’s formula auto-fill feature so new deals automatically get included in your calculations as they’re added during data refreshes. This eliminates manual formula copying.
Step 4. Use snapshots for historical tracking.
Create scheduled snapshots to preserve historical calculations while your live data continues updating. This gives you time-series analysis that HubSpot’s static formula fields can’t provide.
Step 5. Export calculated metrics back to HubSpot (optional).
Push your calculated deal stage metrics back to HubSpot as custom properties using conditional exports. This combines spreadsheet calculation power with HubSpot’s native dashboard display.
Eliminate dependency on HubSpot’s limited formula capabilities
This approach provides enterprise-grade calculation flexibility that far exceeds what HubSpot’s formula fields can handle. You get the aggregation functions you need while maintaining live data connections. Start building better deal stage analytics today.
