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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 architecture keeps Goals data separate from deal revenue reporting, making it impossible to merge these datasets natively. You can’t create reports that combine quota targets with actual revenue performance, nor can you build calculated fields showing attainment percentages or remaining quota amounts within HubSpot’s standard reporting interface.
Here’s how to merge Goals and revenue data to create the integrated quota tracking visibility your sales operations team needs.
Enable true Goals and revenue data merging using Coefficient
Coefficient specifically addresses this HubSpot Goals integration challenge by enabling true data merging in spreadsheet environments. You can import both datasets into the same workspace and build the relationships HubSpot can’t create natively.
How to make it work
Step 1. Import both Goals and deal revenue data simultaneously.
Import both your HubSpot Goals data and deal revenue information into the same spreadsheet workspace using Coefficient’s multi-object import capabilities. This eliminates the data silos that prevent unified quota tracking in HubSpot.
Step 2. Build data relationships with spreadsheet functions.
Use spreadsheet functions like VLOOKUP or INDEX/MATCH to merge quota targets with actual revenue by rep, time period, or territory. For example, use =VLOOKUP(rep_name,goals_table,goal_amount,FALSE) to pull quota targets into your revenue analysis.
Step 3. Create quota tracking calculations.
Build formulas calculating attainment percentages using =actual_revenue/quota_target*100, quota gaps with =quota_target-actual_revenue, and pacing metrics like =actual_revenue/(days_elapsed/total_days) that HubSpot cannot compute when data lives in separate reporting silos.
Step 4. Build unified dashboards with comprehensive views.
Create comprehensive views showing quota targets alongside actual performance, pipeline coverage, and forecasted attainment in single dashboard tabs. Combine multiple time periods of Goals and revenue data to show quota tracking visibility over time with trend analysis.
Step 5. Set up automated synchronization.
Schedule imports to keep both Goals and deal data current, maintaining accurate quota tracking without manual data exports and merging. This ensures your integrated dashboard always reflects the latest performance against targets.
Get the integrated quota tracking HubSpot can’t deliver
This solution eliminates the fundamental limitation of HubSpot’s separated Goals and revenue reporting, providing the integrated quota tracking visibility that sales operations teams require. Start merging your Goals and revenue data for comprehensive quota tracking today.
