)
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 can’t easily calculate percentage of quota attainment across multiple time periods or handle complex quota structures involving different deal types and territories. You’re stuck with basic reports that don’t show the full picture.
Here’s how to export quota targets and actual performance data to Excel for advanced rep performance analysis that HubSpot’s native reporting can’t provide.
Track quota performance with comprehensive Excel analysis using Coefficient
CoefficientHubSpotimports both quota targets and actual performance data frominto Excel where you can create sophisticated quota calculations. This solves HubSpot’s limitations with cross-object analysis and custom quota structures.
You’ll combine deal data, user information, and quota targets in a single Excel workbook for complete performance tracking.
How to make it work
Step 1. Import deal data filtered by deal owner and time periods.
Use Coefficient to pull deal data with dynamic filters for specific date ranges and deal owners. Include deal amount, close date, deal stage, and deal owner fields. Set up separate imports for different time periods if you track monthly and quarterly quotas.
Step 2. Import user data including quota targets.
Create a second import for user/rep data that includes quota targets stored as custom properties in HubSpot. This might include monthly quotas, quarterly targets, and territory assignments that affect quota calculations.
Step 3. Create Excel formulas for performance calculations.
Build formulas to calculate quota attainment percentages using SUMIFS to total closed deals by rep and time period. Use formulas like =SUMIFS(Deal_Amount,Deal_Owner,”Rep Name”,Close_Date,”>=”&Start_Date)/Quota_Target to get percentage of quota achieved.
Step 4. Set up weekly scheduled refreshes for current tracking.
Configure automatic weekly refreshes to keep quota performance metrics current. This ensures your Excel dashboard always reflects the latest closed deals and pipeline progress without manual data updates.
Step 5. Use conditional formatting for quota threshold alerts.
Apply conditional formatting to highlight reps over or under quota thresholds. Use color scales to show quota attainment percentages visually, making it easy to spot performance trends and outliers at a glance.
Get the quota tracking HubSpot can’t provide
Start buildingThis creates a live sales performance dashboard that automatically updates quota metrics – something HubSpot’s standard reports simply cannot deliver effectively.your comprehensive quota tracking system today.
