How to build HubSpot dashboards that track BDR activity volume without counting unqualified contacts

using Coefficient google-sheets Add-in (500k+ users)

Build HubSpot dashboards tracking BDR activity volume without unqualified contacts. Learn hybrid dashboard architecture combining external and CRM data.

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HubSpot’s native dashboards can only report on data within the platform, creating a limitation: you can’t track BDR activity volume for prospects that haven’t been imported as contacts. This forces teams to choose between comprehensive activity tracking and database hygiene.

The solution is hybrid dashboards that combine HubSpot qualified contact data with external activity tracking, giving you complete visibility into BDR productivity while maintaining the distinction between total activity and qualified engagement.

Create comprehensive BDR dashboards using Coefficient

Coefficient enables hybrid dashboard architecture that combines external activity tracking with HubSpot data, providing complete BDR performance visibility without database pollution.

How to make it work

Step 1. Build master BDR tracking sheets for all activities.

Create comprehensive tracking sheets that capture all outreach activities, regardless of prospect qualification status. Include columns for total outreach attempts, response rates, engagement scores, and qualification outcomes. This becomes your single source of truth for BDR activity volume.

Step 2. Import qualified contact data from HubSpot.

Use Coefficient to import qualified HubSpot contacts and identify which prospects have progressed to full contact status. Create calculated metrics that separate total activity volume from qualified contact interactions, showing the complete funnel from initial outreach to CRM entry.

Step 3. Build comprehensive performance metrics.

Create dashboards showing Total Outreach Volume (all BDR activities), Qualified Contact Activities (only for HubSpot contacts), Qualification Rate (percentage of outreach resulting in contact creation), and Activity-to-Opportunity Conversion (full funnel tracking). Use scheduled imports to keep data current with real-time HubSpot updates.

Step 4. Set up automated reporting and alerts.

Configure Coefficient alerts when BDRs hit activity targets or qualification thresholds. Create automated weekly reports that combine external activity data with HubSpot conversion metrics. Build comparative analysis showing BDR performance across different prospect sources and campaigns.

Get complete visibility without database pollution

This hybrid approach provides complete visibility into BDR productivity while maintaining the distinction between total activity volume and qualified prospect engagement. You can track comprehensive performance metrics that would be impossible with HubSpot’s native reporting alone. Build your comprehensive BDR dashboard today.

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