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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 doesn’t offer workflow-based dashboard refresh configuration or custom refresh intervals. The platform’s native dashboards have fixed refresh schedules that you can’t customize per dashboard or manage through workflow settings.
Here’s how to manage multiple dashboards with different refresh intervals based on each one’s specific business requirements.
Manage custom refresh schedules for multiple dashboards using Coefficient
Coefficient excels at managing custom refresh intervals through its comprehensive scheduling system. You can configure each HubSpot data import with unique refresh intervals and manage multiple dashboard requirements from a centralized location. Some dashboards refresh every 15 minutes for sales data, while others update daily for HubSpot marketing metrics.
How to make it work
Step 1. Create separate imports for each dashboard.
Set up individual Coefficient imports for different dashboard requirements. Connect to your HubSpot account and create distinct data imports for sales pipelines, marketing performance, customer success metrics, and any other reporting needs.
Step 2. Configure unique refresh intervals for each import.
Assign different refresh schedules based on data criticality. Set real-time intervals (every 15-30 minutes) for pipeline reports that sales teams check constantly, hourly updates for lead generation dashboards, and daily refreshes for historical analysis reports.
Step 3. Use the Connected Sources menu for centralized management.
Access Coefficient’s Connected Sources menu to view, rename, and adjust refresh schedules across all your dashboard data sources. This gives you a single place to manage timing for multiple dashboards without switching between different reports.
Step 4. Set up alerts for different refresh cycles.
Configure Slack and email notifications that match each dashboard’s refresh schedule. Get immediate alerts when critical sales data updates, daily summaries for marketing metrics, and weekly reports for executive dashboards.
Optimize your dashboard refresh strategy
This approach provides the granular refresh interval control that HubSpot’s workflow system can’t deliver. You can optimize data freshness based on each dashboard’s specific business requirements instead of using one-size-fits-all refresh schedules. Set up your custom refresh intervals today.
