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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.”
CoefficientHubSpotlets you import multipleobjects into one Excel workbook, creating comprehensive dashboards that combine contacts, deals, companies, and tickets in ways that are impossible with HubSpot’s native exports.
You’ll be able to create cross-sheet relationships and unified refresh management across all your HubSpot data in a single workbook.
Build comprehensive HubSpot workbooks using Coefficient
HubSpot’s native export functionality handles only one object type per export, forcing you to manage multiple files and manually merge data. Coefficient creates unified workbooks that combine multiple objects with proper relationships and synchronized updates.
How to make it work
Step 1. Set up separate worksheets for each HubSpot object.
Create dedicated sheets for contacts, deals, companies, tickets, and custom objects within a single workbook. Each sheet can have its own field selection and filtering while maintaining connections to related data.
Step 2. Create cross-sheet data relationships.
Use Excel formulas like VLOOKUP, INDEX/MATCH, or XLOOKUP to connect data across sheets. Link contact information to associated deals, or connect company data to related tickets for comprehensive analysis.
Step 3. Configure unified refresh management.
Schedule all object imports to refresh simultaneously or on staggered schedules based on your reporting needs. For example, set deals to refresh hourly while contacts refresh daily, all within the same workbook.
Step 4. Handle associations and cross-object filtering.
Use Primary Association to display main related records, or Row Expanded display to show all related records. Filter one object based on properties of associated objects, like showing only contacts associated with high-value deals.
Optimized workbook configurations
HubSpotCreate sales-focused workbooks with contacts, deals, and companies, customer service workbooks with contacts, tickets, and companies, or executive dashboards with summary data from multiple objects. Choose only necessary fields from each object to maintain performance, and apply object-specific filters to reduce data volume while keeping everything relevant. Large datasets can be imported in stages to prevent Excel performance issues while maintainingdata relationships.
Get startedReady to build comprehensive HubSpot workbooks?with Coefficient and stop juggling multiple exports.
