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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 custom objects often contain critical revenue data like territories, product catalogs, or partner information, but connecting this data to standard revenue reporting can be complex.
You’ll learn how to import custom objects, handle their relationships to deals, and create revenue dashboards that incorporate your unique business data structures.
Import and transform custom object data for revenue reporting using Coefficient
CoefficientHubSpotsupports importing from anycustom object, making it ideal for complex revenue dashboards that rely on custom data structures. You can access custom objects through the import wizard, select relevant properties including relationships to standard objects, and apply filters specific to your revenue reporting needs.
This approach provides more flexibility than native HubSpot reporting while ensuring custom object data integrates seamlessly into Looker Studio revenue dashboards.
How to make it work
Step 1. Import custom objects with revenue relationships.
Select your custom object from Coefficient’s import wizard and choose properties that relate to revenue tracking. Pull associated records using the Row Expanded option for one-to-many relationships, such as custom territory objects linked to multiple deals. Apply filters to focus on active territories, products, or partners relevant to your revenue analysis.
Step 2. Flatten hierarchical relationships in Google Sheets.
Use spreadsheet formulas to connect custom objects with deals and revenue data. Create formulas like =VLOOKUP(territory_id,Deals!A:C,3,FALSE) to match custom territory objects with deal amounts. Build rollup calculations such as =SUMIF(territory_column,A2,revenue_column) to aggregate revenue by custom object values.
Step 3. Create custom revenue attribution models.
Build revenue calculations that incorporate your custom objects. For example, calculate revenue by custom territory using =SUMIFS(deal_amount,territory_id,B2,close_date,”>=”&start_date). Create partner-attributed revenue with =SUMPRODUCT((partner_column=C2)*(stage_column=”Closed Won”)*amount_column) for complex attribution logic.
Step 4. Set up automated custom object tracking.
Configure scheduled refreshes for your custom objects to maintain current revenue attribution. Use different refresh frequencies – daily for active custom objects, weekly for historical data. Set up alerts when custom object revenue metrics change significantly using Coefficient’s notification features.
Unlock your custom data for revenue insights
Start incorporatingCustom objects often contain your most valuable business context for revenue analysis. With proper import and transformation techniques, you can create comprehensive revenue dashboards that reflect your unique business structure and attribution needs.custom object data into your revenue reporting today.
