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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 custom report builder has significant limitations for cross-stage deal counting: no native COUNT functions in formula fields, inability to aggregate across multiple records, and restricted filter logic for complex stage combinations.
Here’s how to overcome these limitations with advanced data manipulation capabilities that provide enterprise-grade deal stage analytics.
Overcome HubSpot’s reporting constraints with advanced data manipulation using Coefficient
Coefficient directly addresses these limitations by connecting HubSpot data to spreadsheets where you have access to full function libraries, complex filtering, and automated refresh capabilities that HubSpot’s custom report builder simply cannot match.
How to make it work
Step 1. Import deals with multiple stage filters applied simultaneously.
Use Coefficient’s advanced filtering to apply up to 25 filters with complex AND/OR logic. Import deals across any stage combination while HubSpot’s basic filtering leaves you with limited options for complex criteria.
Step 2. Create dynamic formulas for cross-stage counting.
Build formulas like =COUNTIFS(Stage,”Closed*”,Owner,A2,Date_Range,”>=”&B2) that count across any stage combination with multiple criteria. This provides the aggregate functions that HubSpot’s formula fields completely lack.
Step 3. Build time-series analysis for stage progression.
Create calculations showing how deals move through stages over time using date-based formulas. Track stage progression patterns that HubSpot’s static reporting simply cannot capture effectively.
Step 4. Set up automated refresh scheduling.
Configure automatic data updates from hourly to monthly while HubSpot dashboards require manual updates. Your cross-stage analytics stay current without any manual intervention.
Step 5. Create automated snapshots for historical stage counts.
Preserve historical stage counts at regular intervals to track changes over time. This provides longitudinal analysis capabilities that HubSpot’s single-point-in-time reporting cannot deliver.
Get enterprise-grade deal stage analytics beyond HubSpot’s capabilities
This approach provides sophisticated deal stage analytics that surpass HubSpot’s native capabilities, particularly for sales teams needing complex cross-stage analysis and historical tracking. Start building the advanced deal analytics your team needs.
