Workaround for weekly goal visualization when reporting platform only supports monthly goals

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

Bypass monthly-only goal limitations with a spreadsheet workaround that creates proper weekly goal visualization using live data imports.

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When your reporting platform only supports monthly goals, you face the mathematical impossibility of evenly distributing monthly targets across weeks, since months contain 4-5 weeks and don’t align with week boundaries.

Here’s an effective workaround that moves your goal visualization outside the constrained reporting platform to get proper weekly alignment.

Move goal visualization outside platform constraints using Coefficient

The core issue is that platforms with monthly-only goals create jagged goal lines that don’t represent your actual weekly targets. Coefficient provides a workaround by extracting your data and rebuilding goal visualization with proper weekly alignment.

How to make it work

Step 1. Extract raw data from your reporting platform.

Use Coefficient to pull your sequence enrollment data from HubSpot or HubSpot into spreadsheets. This bypasses the platform’s goal distribution logic entirely.

Step 2. Group data by week using spreadsheet functions.

Use functions like WEEKNUM and SUMIFS to aggregate your data by proper weekly periods. This gives you clean weekly groupings without monthly period interference.

Step 3. Create a separate goal line data series.

Add your true weekly goal (like 20 companies) as a separate column for each week. This becomes a consistent horizontal goal line regardless of calendar variations.

Step 4. Build charts with properly aligned series.

Create visualizations where both actual performance and weekly goals display as separate, properly aligned series. You can add multiple goal scenarios or benchmarks as needed.

Step 5. Set up dynamic updates with consistent goals.

Schedule Coefficient imports to refresh actual data while maintaining consistent goal lines. Use the snapshot feature to track historical goal performance over time.

Eliminate the period mismatch problem

This workaround eliminates the fundamental period mismatch that causes visualization problems in platforms with monthly-only goal settings. Start building your proper weekly goal visualization today.

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