)
Written by
Table of Contents
“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 custom reports have significant limitations when it comes to pipeline coverage reporting. You can’t access forecasting metrics, create complex weighted calculations, or build dynamic rolling coverage reports within HubSpot’s native tools.
Here’s how to overcome these limitations and build the coverage reports you actually need.
Overcome HubSpot reporting limitations using Coefficient
Coefficient effectively addresses the key limitations in HubSpot’s custom reports for pipeline coverage in HubSpot . You get full calculation control and dynamic reporting capabilities that HubSpot simply can’t provide.
How to make it work
Step 1. Build full calculation control.
Create any coverage formula using spreadsheet functions like weighted coverage with custom probabilities, multi-variable coverage calculations, and time-decay adjusted coverage. HubSpot’s reports can’t handle these complex calculations.
Step 2. Integrate cross-data sources.
Combine HubSpot pipeline data with goals from external systems, historical performance data, and market factors affecting coverage. This cross-object analysis is impossible in HubSpot’s siloed reporting structure.
Step 3. Create dynamic reporting capabilities.
Build reports that automatically adjust with rolling period coverage (last 30/60/90 days), comparative coverage versus last period, and predictive coverage based on trends. HubSpot’s static time periods can’t support this flexibility.
Step 4. Build flexible visualizations.
Create custom charts and dashboards that HubSpot’s reporting can’t support, including coverage heatmaps by rep and time, funnel analysis with coverage overlay, and multi-dimensional coverage analysis.
Step 5. Enable historical tracking and trend analysis.
Use snapshots to maintain coverage history that HubSpot doesn’t store. This enables trend analysis and forecasting accuracy measurement that’s impossible with HubSpot’s limited historical data access.
Step 6. Set up probability weighting and stage analysis.
Apply stage probabilities to deal amounts automatically and create stage-based coverage breakdowns. HubSpot reports can’t automatically weight pipeline values by probability percentages.
Transform static reporting into dynamic analytics
HubSpot’s reporting limitations don’t have to limit your coverage analysis capabilities. Start building the flexible coverage analytics that your business actually needs.
