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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.”
While HubSpot’s native reporting cannot provide truly isolated company financial reports for external sharing, you can achieve complete data isolation using advanced filtering and automated processing that eliminates security risks.
This approach provides the data isolation and automation that native HubSpot reporting cannot achieve while maintaining professional presentation required for external financial reporting.
Achieve complete financial data isolation using Coefficient
Native HubSpot has significant limitations: reports cannot be truly isolated since users with access can navigate to other company data, there are no granular permission controls for external sharing, and export functionality lacks automation. Coefficient solves these challenges by importing only specific company financial data using advanced filtering and providing secure sharing through spreadsheet permissions without CRM access.
How to make it work
Step 1. Import company-specific financial data with complete isolation.
Connect to HubSpot and import only specific company financial data using advanced filtering that prevents any other company data from entering your reports. Schedule regular imports to maintain current financial metrics while ensuring data isolation remains intact throughout the process.
Step 2. Build comprehensive financial report components.
Create revenue analysis with monthly and quarterly revenue calculations and growth metrics. Build deal pipeline reports with forecasted revenue and close probability analysis. Include payment metrics showing payment link performance and collection rates, plus profitability analysis with margin calculations and fee structure optimization.
Step 3. Implement automated distribution and historical tracking.
Set up scheduled refreshes to ensure financial data stays current without manual intervention. Use the Snapshots feature to preserve monthly financial states for trend analysis and compliance requirements. Distribute reports through spreadsheet permissions where clients receive professional, formatted reports suitable for board presentations.
Deploy secure financial reporting
This approach eliminates the need for additional HubSpot licenses while providing real-time updates and professional presentation that native HubSpot reporting cannot match. You get complete data isolation with automated distribution for external financial reporting. Start building isolated company financial reports today.
