)
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’s native reporting can’t combine individual sales rep performance data with quota targets and open pipeline in a single dashboard view. The Goals feature operates separately from deal reporting, making comprehensive rep performance tracking impossible.
Here’s how to build a complete revenue to goal tracking dashboard that shows each rep’s quota progress alongside their pipeline potential.
Build comprehensive sales rep performance dashboards using Coefficient
Coefficient enables you to create the rep performance dashboard HubSpot can’t deliver natively. You can import rep-specific data, integrate quota information, and build dynamic visualizations that show the complete picture of sales performance.
How to make it work
Step 1. Import rep-specific deal data from HubSpot.
Pull HubSpot deal data filtered by deal owner (sales rep), including both closed-won deals and open opportunities by stage. Use Coefficient’s filtering capabilities to segment data by individual reps automatically.
Step 2. Integrate quota data for each rep.
Import Goals data from HubSpot or manually input quota targets for each rep. Use spreadsheet formulas like =closed_revenue/quota_target*100 to calculate attainment percentages for each rep.
Step 3. Calculate pipeline coverage analysis.
Create calculations showing each rep’s open pipeline value relative to their remaining quota. Use formulas like =open_pipeline/(quota_target-closed_revenue) to identify who needs additional opportunities to hit their targets.
Step 4. Set up dynamic filtering and automated updates.
Use Coefficient’s dynamic filtering to allow leadership to view specific reps, time periods, or performance thresholds by referencing dropdown cells. Schedule imports to refresh multiple times daily for real-time decision making.
Get the sales performance visibility HubSpot can’t provide
This creates a comprehensive sales rep performance dashboard showing quota progress, closed revenue, and pipeline potential that HubSpot’s segmented reporting structure simply cannot deliver. Build your dashboard and get the visibility your sales team needs.
