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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 can’t automatically group deals by company to determine first customer dates without lifecycle stage properties. Custom reports lack the aggregation functions needed for accurate new customer metrics at the company level.
Here’s how to build comprehensive new customer reports using advanced data analysis that delivers insights native HubSpot reporting simply can’t provide.
Create advanced new customer reports using deal data analysis
Coefficient provides superior capabilities for building new customer reports by enabling advanced data analysis impossible in HubSpot . You can handle complex company-deal relationships and create metrics that native HubSpot reporting cannot perform.
How to make it work
Step 1. Import comprehensive HubSpot data.
Pull companies with associated deals, contacts, and relevant properties using Coefficient’s filtered imports. Focus on deal close dates, stages, and company information needed for customer identification.
Step 2. Build customer identification logic.
Create formulas to identify each company’s first “Closed Won” deal date. Handle complex scenarios like multiple deals closing simultaneously, different deal types or pipelines, and recurring vs. new business distinctions using conditional logic.
Step 3. Create time-based analysis with pivot tables.
Build pivot tables showing new customers by month/quarter with automatic date grouping. Use formulas like =MONTH(first_customer_date) to group conversions by time periods that HubSpot’s native reporting cannot perform at the company level.
Step 4. Calculate advanced metrics.
Develop conversion rates, average time-to-customer, and customer cohort analysis using spreadsheet functions. Calculate metrics like =COUNTIFS(conversion_month,target_month)/COUNTIFS(lead_month,target_month) for monthly conversion rates.
Step 5. Set up automated dashboard refreshes.
Schedule regular data imports to maintain current reporting without manual updates. Your new customer reports stay accurate as deals close and companies convert.
Transform raw data into actionable customer insights
This approach delivers the new customer reporting that native HubSpot tools cannot provide, with percentage-based metrics, historical trending, and custom date ranges. Start building your advanced customer reports today.
