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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.”
Tracking Annual Recurring Revenue (ARR) from HubSpot in Excel allows finance and revenue operations teams to analyze subscription performance and predict future revenue streams.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection with Coefficient that automatically refreshes your ARR data.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Use Coefficients sidebar to import ARR data from HubSpot into Excel
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Step 3:
Configure and apply filters to get exactly the ARR data you need
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Step 4:
Set up auto-refresh to keep your ARR data updated automatically
Step-by-Step Guide to Import HubSpot ARR Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Sign in to your HubSpot account when prompted
Step 2: Select ARR Data to Import
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “ARR” in the list of available objects
- Select the fields you want to import (e.g., Company Name, ARR Amount, Contract Start Date, Renewal Date)
- Apply any filters to narrow down your data set (e.g., filter by date range or specific customer segments)
- Click “Import” to bring the ARR data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- To keep your ARR data up-to-date, click on the “Auto-refresh” option in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly, or monthly)
- Set specific times for the refresh to occur
- You can also enable email notifications to alert you when the data updates
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just ARR. Here’s a comprehensive list of the objects you can import:
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your HubSpot ARR data management in Excel?today and transform how you track and analyze your recurring revenue.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
Frequently Asked Questions
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How to get ARR from HubSpot?
You can get ARR data from HubSpot by manually exporting it through their reporting tools or via the API. However, this process can be time-consuming and requires technical knowledge. Coefficient simplifies this process by providing a direct connection between HubSpot and Excel, allowing you to import and refresh ARR data with just a few clicks.
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How do I get a list of ARR in HubSpot?
In HubSpot, you can create custom reports or use the CRM Objects to filter and view ARR data. This often requires setting up custom properties and building specific views. With Coefficient, you can directly import ARR data from HubSpot into Excel, where you can easily sort, filter, and analyze it without needing to build complex reports in HubSpot.
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How do I update ARR from Excel to HubSpot?
Updating ARR data from Excel to HubSpot traditionally requires manual data entry or CSV imports. This process is prone to errors and time-consuming. Coefficient offers two-way sync capabilities, allowing you to make changes to your ARR data in Excel and push those updates back to HubSpot automatically, ensuring data consistency across both platforms.
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How do I download ARR data from HubSpot?
To download ARR data from HubSpot, you typically need to create a custom report and export it as a CSV file. This method provides static data that quickly becomes outdated. Coefficient enables you to import live ARR data directly into Excel without downloads or exports, and you can refresh this data automatically on a schedule that works for you.
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How to automate importing HubSpot ARR to Excel daily?
Manual imports from HubSpot to Excel are time-consuming and need to be repeated regularly. With Coefficient, you can:
- Set up your ARR data import once
- Configure the auto-refresh feature to run daily
- Receive email notifications when data updates
This automation ensures you always have the most current ARR data in your Excel spreadsheets without manual effort.
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