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Tracking deal history in HubSpot is essential for understanding sales pipeline movement and team performance. But analyzing this data directly in HubSpot can be limiting.
By importing your HubSpot Deal History into Excel, you can perform deeper analysis and create custom reports that align with your specific business needs.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Step 2: Use the Coefficient sidebar to import Deal History data
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Step 3:
Step 3: Configure columns and filters for your Deal History data
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Step 4:
Step 4: Set up automatic refreshes to keep your Deal History data current
How to Import HubSpot Deal History Data into Excel
Follow these steps to import your HubSpot Deal History data into Excel using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, click the Coefficient icon in your Excel ribbon to open the sidebar
- Select “Import from…” and choose “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Import Deal History Data
- In the Coefficient sidebar, select “Import from HubSpot”
- Under “Objects,” locate and select “Deal history”
- You’ll see a preview of available fields that you can import
- Select the specific fields you need (e.g., deal ID, status changes, amount changes, etc.)
- Click “Next” to proceed
Step 3: Configure and Refresh Your Data
- Apply any necessary filters to narrow down your deal history data
- Choose where in your Excel workbook you want the data to appear
- Click “Import” to bring your HubSpot Deal History data into Excel
- To keep your data up-to-date, click the “Auto-refresh” button in the Coefficient sidebar
- Set your preferred refresh schedule (hourly, daily, weekly) to ensure you’re always working with the latest deal history information
With your HubSpot Deal History data now in Excel, you can create custom reports, track deal progression over time, and gain deeper insights into your sales pipeline performance.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of the available objects you can import:
Objects
- 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 for ExcelReady to streamline your HubSpot Deal History analysis?today and unlock deeper insights into your sales pipeline performance.
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