)
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 Sales Professional’s native reporting tools can’t easily segment deal outcomes by geographic dimensions, making it nearly impossible to create meaningful win/loss reports by country.
Here’s how to build comprehensive geographic win/loss analysis that goes far beyond what HubSpot’s standard reporting can deliver.
Build advanced win/loss reports by country using Coefficient
The solution involves connecting your HubSpot deal data directly to Excel or HubSpot data to Google Sheets using Coefficient . This approach gives you the flexibility to perform multi-dimensional analysis that HubSpot’s custom report builder simply can’t handle.
How to make it work
Step 1. Import your HubSpot deal data with geographic fields.
Use Coefficient to pull all deals with relevant fields including deal stage, country (from company or contact properties), close date, and deal amount. Apply filters to focus on specific time periods or deal types, with filter values that reference spreadsheet cells for easy adjustment.
Step 2. Create custom win/loss calculations by country.
Build pivot tables and formulas to calculate win rates, loss rates, and average deal values by country. Use formulas like =COUNTIFS to count wins by country divided by total deals by country for accurate win rate percentages.
Step 3. Set up automatic data refreshes.
Configure hourly or daily refreshes so your win/loss analysis stays current without manual intervention. This ensures your geographic performance data reflects real-time deal outcomes.
Step 4. Build visual dashboards with charts and graphs.
Create charts that clearly show geographic performance trends, including win rate comparisons across countries, average deal size by region, and time-based performance patterns.
Start tracking geographic win/loss patterns today
This approach overcomes HubSpot’s reporting limitations by enabling complex cross-tabulations and percentage calculations across multiple dimensions simultaneously. Get started with Coefficient to build the geographic win/loss analysis your sales team needs.
