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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.”
CoefficientHubSpotlets you pulldeal pipeline data directly into Excel with live connections that update automatically, eliminating the need for manual exports and CSV downloads.
You’ll be able to perform advanced pipeline analysis like stage conversion rates and velocity metrics that aren’t available in HubSpot’s standard reports.
Import live deal pipeline data using Coefficient
HubSpot’s native reporting limits your ability to calculate stage conversion rates, pipeline velocity metrics, or create custom visualizations. Coefficient solves this by providing direct access to live deal data with advanced filtering capabilities.
How to make it work
Step 1. Set up deal object imports with custom field selection.
Import deal objects including deal stage, amount, close date, and any custom deal properties specific to your sales process. Choose exactly which fields you need rather than getting everything or nothing.
Step 2. Apply dynamic filters to segment your pipeline data.
Filter for deals created this quarter, specific deal stages, or deals above certain thresholds. You can reference spreadsheet cells in your filters, making your reports flexible and dynamic. Apply up to 25 filters with AND/OR logic.
Step 3. Pull associated contact and company data.
Use Coefficient’s association management features to bring in related contact and company information alongside your deals. This provides complete context for pipeline analysis without multiple separate imports.
Step 4. Schedule automatic refreshes.
Set up hourly, daily, or weekly imports so your pipeline reports always reflect current deal status. The data updates in the background while preserving your Excel formulas and calculations.
Advanced pipeline analysis capabilities
HubSpot’sWith live deal data in Excel, you can perform weighted pipeline calculations, stage duration analysis, and conversion rate metrics that HubSpot can’t handle. Use Coefficient’s Snapshots feature to capture pipeline data at specific intervals for trend analysis and forecasting, and import your entire pipeline withoutreporting row limitations.
Get startedStop wrestling with HubSpot’s reporting limitations.with Coefficient and build the pipeline analysis you actually need.
