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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 critical limitations for win/loss tracking including inability to perform complex percentage calculations across multiple dimensions, limited data combination capabilities, and restricted visualization options.
Here’s how to overcome these specific reporting limitations and build the sophisticated win/loss analysis your sales team actually needs.
Overcome HubSpot reporting limitations using Coefficient
Coefficient addresses these specific HubSpot reporting limitations by enabling complex calculations, data combinations, and visualizations that HubSpot’s native tools simply cannot handle.
How to make it work
Step 1. Enable complex multi-dimensional calculations.
HubSpot cannot calculate win rates by multiple dimensions simultaneously (like win rate by competitor AND geography). Use Coefficient to enable complex cross-tabulations and percentage calculations using spreadsheet formulas that HubSpot’s report builder cannot perform.
Step 2. Combine data from multiple HubSpot objects.
HubSpot struggles to combine deal outcomes with associated contact or company data for comprehensive analysis. Import and link data from multiple HubSpot objects seamlessly to get complete win/loss context.
Step 3. Preserve historical win/loss data.
HubSpot’s reports don’t preserve historical snapshots of win/loss data. Use Coefficient’s snapshot feature to maintain historical data while continuing to refresh current information for trend analysis over time.
Step 4. Create advanced visualizations and filtering.
Build custom dashboards with advanced charts, conditional formatting, and dynamic visualizations that go far beyond HubSpot’s limited chart options. Use up to 25 filters with AND/OR logic and dynamic filter values for sophisticated analysis.
Build the win/loss analysis you actually need
These limitations make HubSpot inadequate for the sophisticated win/loss tracking that most sales teams require for strategic decision-making. Start building advanced win/loss analysis that overcomes HubSpot’s reporting constraints.
