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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 can’t create reports combining revenue achievement vs target with opportunity stage breakdowns because Goals/target data can’t be integrated with deal pipeline reports. The platform’s reporting limitations prevent merging quota targets with stage-specific opportunity analysis, and you can’t add calculated fields showing achievement percentages alongside pipeline stage values.
Here’s how to build advanced revenue to goal tracking reports with detailed stage-level pipeline analysis.
Enable advanced revenue to goal tracking using Coefficient
Coefficient enables this advanced revenue to goal tracking by moving beyond HubSpot’s reporting constraints. You can import Goals data, closed revenue, and stage-specific opportunities into spreadsheet environments where complex custom reporting is possible, creating the detailed analysis HubSpot simply can’t deliver.
How to make it work
Step 1. Import multi-dimensional data for complex reporting.
Pull HubSpot Goals data, closed revenue, and open opportunities (with stage information) into a spreadsheet environment where complex custom reporting is possible. This gives you access to all the data points HubSpot keeps separated across different reporting areas.
Step 2. Build achievement calculations with stage analysis.
Create formulas showing revenue achievement percentages against targets using =closed_revenue/target_amount*100, remaining quota amounts with =target_amount-closed_revenue, and stage-specific conversion requirements. These calculations are impossible in HubSpot’s standard reporting due to data separation.
Step 3. Create stage-level analysis with pivot tables.
Build pivot tables or summary sections showing opportunity values by pipeline stage alongside achievement metrics, providing the detailed breakdown HubSpot cannot deliver. Use stage-weighted calculations to show realistic forecasted achievement based on historical conversion rates.
Step 4. Integrate forecasting with stage-weighted pipeline values.
Combine current achievement with stage-weighted pipeline values to calculate forecasted target attainment using =achievement_percentage + (stage1_value*stage1_probability + stage2_value*stage2_probability). Use stage-specific close probabilities for accurate forecasting.
Step 5. Create custom visualizations and dynamic reporting.
Build charts showing achievement progress with stage-specific pipeline breakdowns, using combination chart types unavailable in HubSpot’s visualization options. Use Coefficient’s filtering capabilities to create reports that adjust based on time periods, territories, or achievement thresholds selected in dropdown cells.
Get the detailed revenue achievement analysis HubSpot can’t provide
This approach overcomes HubSpot’s fundamental limitation around Goals integration and provides the detailed revenue achievement analysis with pipeline visibility that sales operations teams require. Start building your advanced revenue tracking reports today.
