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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 reporting cannot effectively segment customer health score trends by industry due to CS space data isolation and limited cross-object reporting functionality that prevents combining health scores with company industry properties.
Here’s how to build comprehensive industry-segmented health score reports that overcome these native reporting limitations.
Create industry-segmented health score analysis with multi-object integration
Coefficient excels at building custom segmented reports by overcoming HubSpot’s specific limitations. It uses association handling to pull customer health scores alongside company industry data, creating unified datasets that HubSpot’s reporting cannot generate natively.
How to make it work
Step 1. Set up multi-object data integration.
Use Coefficient’s association handling to pull customer health scores alongside company industry data in a single import. Select health score fields from the CS space and associated company properties including industry classification, company size, and geographic regions.
Step 2. Configure advanced filtering for industry segments.
Apply up to 25 filters with AND/OR logic to segment health scores by industry classification, company size within industries, geographic regions by industry, and customer tenure by industry segment. Use dynamic filtering to point filter values to spreadsheet cells for flexible analysis.
Step 3. Build automated trend analysis with scheduled refreshes.
Set up scheduled refreshes to maintain current trend data and create pivot tables showing health score averages, medians, and trends by industry. Use Formula Auto Fill Down to automatically calculate industry benchmarks as new data arrives.
Step 4. Create comparative industry analysis.
Build comparative analysis showing which industries have improving vs. declining health score trends. Create industry-specific health score distribution analysis, seasonal trend identification by industry segment, and cross-industry performance benchmarking with risk identification for specific verticals.
Enable industry-specific customer success strategies
This approach enables sophisticated industry segmentation analysis that’s impossible within HubSpot’s native reporting constraints, providing customer success teams with actionable insights for industry-specific strategies and targeted intervention approaches. Start building your industry-segmented health score reports today.
