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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 reporting limitations make it challenging to create unified views of total closed deals across different outcomes, forcing teams to manually combine data from separate widgets.
Here’s how to build comprehensive closed deal reports with advanced capabilities and automated distribution that HubSpot’s native dashboards can’t provide.
Create unified closed deal reports with live data synchronization using Coefficient
Coefficient excels at this use case by providing advanced reporting capabilities with live HubSpot data synchronization in spreadsheets . This eliminates the need to manually combine separate HubSpot widgets while providing superior analysis tools.
How to make it work
Step 1. Import deals with unified closed status filtering.
Set up data import with filter logic for “Closed Won” OR “Closed Lost” statuses. Use dynamic filters that reference specific cells for flexible date ranges, allowing you to adjust reporting periods without recreating imports.
Step 2. Create summary tables with wildcard formulas.
Build summary tables using formulas like =COUNTIFS(Deal_Stage,”Closed*”) to capture all closed variations automatically. This ensures new closed deal stages get included without manual formula updates.
Step 3. Build visual dashboards with automated charts.
Create charts showing closure trends over time that automatically update with new closed deals. Use pivot tables for dynamic reporting that adjusts as your data refreshes, providing insights HubSpot’s static widgets can’t match.
Step 4. Combine deal data with related objects.
Pull associated contact, company, and pipeline information alongside deal data for comprehensive cross-object analysis. This provides context that HubSpot’s limited association handling in reports simply can’t deliver.
Step 5. Set up automated report distribution.
Schedule report exports or email notifications to stakeholders. Use formula auto-fill to ensure new deals are automatically included in calculations, and set up conditional alerts when total closed deals reach specific milestones.
Get reporting flexibility that exceeds HubSpot’s native capabilities
This approach provides reporting flexibility that far surpasses HubSpot’s native dashboard widgets, especially for complex aggregations across multiple deal outcomes. Start building the unified closed deal reports your team needs.
