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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 your HubSpot Goal targets in Excel enables more customized analysis and better integration with other business data. Instead of manually transferring this crucial marketing performance data, you can establish a live connection that updates automatically.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Import Goal targets data into your Excel spreadsheet
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Step 4:
Set up automated refreshes to keep your data current
How to Import HubSpot Goal Targets into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Launch Coefficient and click “Connect” next to HubSpot
- Log in to your HubSpot account and authorize Coefficient
Step 2: Import Goal Targets Data
- In the Coefficient sidebar, click “Import from…”
- Select “HubSpot” from the list of available connectors
- Choose “Goal targets” from the objects list
- Select the specific fields you want to import (e.g., goal name, target value, time period)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Specify the time and days for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Excel spreadsheet will always display the most current Goal targets data from HubSpot, eliminating manual updates and ensuring your analysis is based on the latest information.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a complete list of the objects available:
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
By following this guide, you can maintain a live connection between your HubSpot Goal targets and Excel, ensuring your marketing performance analysis is always based on current data. Coefficient eliminates the need for manual exports and provides powerful automation options to streamline your workflow.
Related HubSpot Use Cases
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How to Import ARR Data from HubSpot into Google Sheets
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