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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’s native dashboards can’t effectively combine rep performance to goal metrics with open pipeline analysis because Goals data operates separately from deal reporting. The platform lacks the ability to create calculated fields showing quota attainment alongside pipeline values, and executive-level summary views require manual compilation from multiple separate reports.
Here’s how to build comprehensive executive sales dashboards that show rep performance against goals with pipeline potential in one unified view.
Build comprehensive executive sales rep performance dashboards using Coefficient
Coefficient provides a comprehensive solution for building executive sales rep performance dashboards by integrating HubSpot Goals, closed revenue, and open pipeline data into unified spreadsheet environments designed for C-level visibility. You can create the performance scorecards and pipeline health metrics that HubSpot can’t compute across its separated reporting structure.
How to make it work
Step 1. Import executive data into a unified dashboard workspace.
Import HubSpot Goals, closed revenue, and open pipeline data into a unified spreadsheet dashboard designed for C-level visibility. Organize this data to provide both high-level summaries and detailed rep-level breakdowns.
Step 2. Create performance scorecards with status indicators.
Build summary tables showing each rep’s quota attainment percentage using =closed_revenue/quota_target*100, remaining quota amount with =quota_target-closed_revenue, and open pipeline value. Add performance indicators using conditional formatting (red/yellow/green status) based on attainment thresholds.
Step 3. Calculate pipeline health metrics and forecasting.
Calculate pipeline coverage ratios using =open_pipeline/remaining_quota, velocity indicators with =average_deal_size/average_sales_cycle, and forecasted attainment based on current pipeline using weighted probability calculations that HubSpot cannot compute natively.
Step 4. Build executive-friendly visualizations with trend analysis.
Create executive-friendly charts showing quota progress with pipeline potential, using conditional formatting to highlight reps needing attention or exceeding expectations. Combine historical quota performance with current pipeline health to show trajectory and identify early warning signs for goal achievement.
Step 5. Set up automated executive reporting.
Schedule imports and set up email alerts to automatically deliver updated performance summaries to leadership without manual report generation. Configure alerts for reps falling below coverage thresholds or exceeding performance targets.
Get the strategic sales visibility executives need
This eliminates HubSpot’s reporting limitations around Goals integration and provides the comprehensive sales performance to quota visibility that executives need for strategic decision-making. Build your executive dashboard and get the performance insights your leadership team requires.
