Workarounds for HubSpot’s two-period limitation in social media reporting

using Coefficient excel Add-in (500k+ users)

Overcome HubSpot's two-period comparison limit in social media reports with automated workarounds that enable unlimited historical analysis and trending.

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HubSpot’s social media reporting only allows comparisons between two time periods, which makes it nearly impossible to track long-term trends or analyze seasonal patterns. This limitation forces you into a narrow view of your social media performance.

The good news is you can work around this restriction by implementing alternative tracking methods that preserve unlimited historical data and enable comprehensive multi-period analysis.

Build unlimited period comparisons with custom tracking using Coefficient

Coefficient provides powerful workarounds for multi-period analysis by helping you implement alternative tracking methods that bypass HubSpot’s native limitations entirely.

How to make it work

Step 1. Create custom properties for key social metrics.

Set up custom properties on your Deals, Companies, or Contacts to track important social media KPIs. This might include monthly engagement rates, follower growth, or social-driven lead counts that you update regularly.

Step 2. Set up monthly snapshots to preserve historical data.

Use Coefficient’s snapshot functionality to capture monthly data points automatically. Schedule these snapshots for the first of each month to build a comprehensive historical dataset that HubSpot can’t provide natively.

Step 3. Configure scheduled imports with dynamic filtering.

Set up automated imports that pull your custom social media properties from HubSpot. Use dynamic date filtering to segment data by specific time ranges, giving you flexibility that HubSpot’s two-period limit doesn’t allow.

Step 4. Build trend formulas using historical snapshot data.

Create formulas that reference your historical snapshots to calculate year-over-year comparisons, quarterly trends, and seasonal performance patterns. Coefficient’s formula auto-fill ensures these calculations apply to new data automatically.

Step 5. Set up automated alerts for significant changes.

Configure email or Slack alerts when your social media metrics hit specific thresholds or show significant period-over-period changes. This gives you real-time insights into performance trends.

Get the historical analysis HubSpot can’t provide

This approach completely bypasses HubSpot’s two-period limitation while maintaining automated data updates and historical preservation. You’ll have unlimited period comparisons and the ability to spot trends that would be impossible to see otherwise. Start building your comprehensive social media trend reports today.

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