HubSpot reporting add custom multiplication formula to dashboard metrics

using Coefficient excel Add-in (500k+ users)

Add custom multiplication formulas to HubSpot dashboard metrics with advanced calculations and automated data synchronization for weighted reporting.

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HubSpot’s reporting engine doesn’t support custom multiplication formulas within dashboard metrics. The platform’s calculated properties and custom report builder are restricted to basic arithmetic operations without complex mathematical capabilities.

Here’s how to add the multiplication formula capabilities HubSpot lacks while maintaining seamless integration with your existing reporting infrastructure.

Add multiplication formulas to HubSpot metrics using Coefficient

Coefficient extends HubSpot’s reporting functionality by providing the missing formula capabilities. You can create complex multiplication formulas in spreadsheets, then display the results in HubSpot dashboards.

How to make it work

Step 1. Extract HubSpot metrics data.

Pull your metrics data using Coefficient’s import functionality with custom field selection. Focus on the specific data points you need for your multiplication formulas and apply relevant filters.

Step 2. Develop your multiplication formulas.

Create formulas in your spreadsheet that reference both imported data and custom weight tables. For example: =SUMPRODUCT(activity_counts, weight_values) to multiply different activities by their respective point values.

Step 3. Build dynamic calculations.

Structure formulas that automatically calculate weighted metrics as new data imports. Use lookup functions to reference weight tables so you can easily adjust multipliers without changing formulas.

Step 4. Create visual dashboard displays.

Design comprehensive dashboards with charts and KPI displays that update automatically. Use conditional formatting and pivot tables to make your calculated metrics easy to interpret.

Step 5. Schedule automatic data refreshes.

Set up automatic data imports to maintain current metrics without manual intervention. Your multiplication formulas recalculate automatically as fresh data flows in from HubSpot.

Step 6. Export calculated metrics back to HubSpot.

Push your calculated metrics back to HubSpot as custom properties for native dashboard display. This creates the appearance of native multiplication formulas within HubSpot reporting.

Get the formula capabilities HubSpot lacks

This solution overcomes HubSpot’s formula limitations while maintaining seamless integration with your existing reporting infrastructure. Start adding custom multiplication formulas to your HubSpot dashboard metrics.

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