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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 chart customization options don’t allow adding goal markers or target lines to pipeline stage revenue charts. This is a fundamental limitation of their visualization engine – you can’t overlay quota targets on stacked bar charts or add reference lines to revenue breakdowns.
Here’s an effective workaround that gives you the visual quota tracking leadership needs to assess pipeline health against targets.
Add goal markers to pipeline charts using Coefficient
Coefficient provides a workaround by moving your data to spreadsheets where advanced chart customization is possible. You can export pipeline data, add goal reference lines, and create custom chart types that HubSpot simply can’t support.
How to make it work
Step 1. Export pipeline data with stage breakdowns.
Import your HubSpot deal data with pipeline stage breakdowns and revenue amounts using Coefficient’s filtering capabilities. This gives you the raw data needed for advanced chart customization.
Step 2. Add goal reference lines in Excel or Google Sheets.
Create charts with your pipeline stage data and add horizontal reference lines showing quota targets. In Excel, use Insert > Chart > Combo Chart, then add a horizontal line series for your goals. In Google Sheets, use Insert > Chart > Combo chart and add a constant line for targets.
Step 3. Build custom chart types with goal markers.
Create combination charts showing pipeline stages as stacked bars with goal markers as lines, or build gauge charts showing quota attainment with pipeline coverage. Reference your HubSpot Goals data or input targets that automatically update when quotas change.
Step 4. Set up automated refresh for current data.
Keep your pipeline visibility dashboard current with scheduled imports, eliminating the need for manual chart updates. Set up daily or hourly refreshes to ensure your goal markers reflect the latest pipeline data.
Get the visual quota tracking HubSpot can’t deliver
This approach overcomes HubSpot’s reporting limitations around chart customization and provides the visual quota tracking that leadership needs to quickly assess pipeline health against targets. Start building your enhanced pipeline charts today.
