Why don’t my deal counts by marketing source add up to the total in my CRM report

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

Fix HubSpot deal counting discrepancies by marketing source with precise attribution logic and transparent reporting using spreadsheet integration.

“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.”

5 star rating coeff g2 badge

Your deal counts don’t match because HubSpot’s native reporting creates attribution conflicts when deals have multiple touchpoints, null source values, or overlapping attribution models that count the same deal across different channels.

Here’s how to build transparent deal attribution reports that show exactly which deals are causing the mismatch and ensure accurate source counting.

Get accurate deal attribution with transparent counting using Coefficient

Coefficient solves deal counting discrepancies by importing your HubSpot deals data into spreadsheets where you can see every record and implement precise counting logic. Unlike HubSpot’s hidden attribution models, you get complete visibility into which deals are attributed to which sources and why your totals might not match.

How to make it work

Step 1. Import your deals data with source attribution filters.

Set up a Coefficient import with filters for “Deal Stage = Closed Won” and include fields like “Deal ID,” “Original Source,” “Recent Source,” and “Deal Amount.” Use the “Original Source is known” filter to exclude deals with missing attribution data that often cause counting mismatches.

Step 2. Create validation tables to identify attribution conflicts.

Build a validation section that counts unique deals by source using COUNTIFS formulas. Create a summary table that shows total deals versus the sum of all source-specific counts. This immediately reveals if deals are being double-counted or excluded from your attribution analysis.

Step 3. Implement custom attribution logic for consistent counting.

Add a calculated column called “Primary Attribution Source” that assigns each deal to exactly one source based on your business rules. Use IF statements to prioritize paid channels over organic or implement first-touch attribution consistently. This eliminates the overlapping counts that HubSpot’s native reports create.

Step 4. Set up dynamic filtering for different attribution scenarios.

Use Coefficient’s dynamic filtering feature to create dropdown selectors for different attribution models. Reference these cells in your import filters so you can test how different attribution rules affect your deal counts and identify the source of discrepancies.

Build reports that actually add up

Transparent deal attribution eliminates the guesswork in HubSpot’s native reporting and ensures your marketing source analysis is accurate and reliable. Start building attribution reports that show exactly how your deals are counted.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies