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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.”
Building HubSpot reports with transaction data for quarterly analysis requires properly structured date fields, but HubSpot’s native reporting has significant limitations for complex date-based groupings and custom fiscal periods.
Here’s how to pre-calculate time periods and create the quarterly summaries that HubSpot reports can’t generate natively.
Pre-calculate quarterly periods for better reporting using Coefficient
Coefficient enhances quarterly reporting by letting you create custom time period columns and advanced aggregations in your spreadsheet before pushing to HubSpot or HubSpot . This overcomes HubSpot’s limitations with fiscal quarters and complex date calculations.
How to make it work
Step 1. Import transaction data and add calculated time period columns.
Use Coefficient to pull your transaction data into your spreadsheet. Create columns for different time periods using formulas like =YEAR(A2)&”-Q”&ROUNDUP(MONTH(A2)/3,0) for calendar quarters or =IF(MONTH(A2)>=4,YEAR(A2),YEAR(A2)-1) for fiscal years starting in April.
Step 2. Build quarterly aggregation tables.
Create summary tables that calculate quarter-over-quarter growth, rolling 4-quarter averages, and seasonal trends using SUMIFS and other advanced functions. For example: =SUMIFS(Amount,Quarter,”2024-Q1″) to sum all Q1 transactions or =(Q1_Revenue-Q1_Previous_Year)/Q1_Previous_Year for year-over-year growth.
Step 3. Push both detailed transactions and quarterly summaries to HubSpot.
Export your transaction records with the calculated period fields using Coefficient. Also push your quarterly summary data to company properties so HubSpot reports can access pre-calculated metrics like “Q1_Revenue” and “YoY_Growth_Rate”.
Step 4. Build HubSpot reports using pre-calculated period fields.
Create HubSpot reports that filter by your custom quarter/period properties instead of trying to use HubSpot’s limited date grouping options. Set up dashboard views for current vs. previous quarter comparisons and automated report delivery for quarterly business reviews.
Get the quarterly insights HubSpot can’t calculate
Pre-calculated time periods and aggregations give you sophisticated quarterly analysis capabilities that HubSpot’s native reporting simply can’t match. Start building better quarterly reports today.
