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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.”
A live deal register with line item values requires real-time data connections and the ability to handle complex deal-to-line-item relationships. Static registers miss critical changes in deal values and product mix that impact revenue tracking.
Here’s how to build a comprehensive deal register that stays current automatically and includes complete line item detail for accurate pipeline visibility.
Build your live deal register using Coefficient
Coefficient maintains real-time connections to HubSpot while properly structuring the complex relationships between deals and line items. This creates a dynamic register that provides complete visibility into pipeline value and product mix without manual maintenance.
How to make it work
Step 1. Configure deal data import with essential register fields.
Set up HubSpot connection and import deal objects with key fields like deal name, amount, stage, close date, owner, and probability. Use filtering to focus on relevant pipeline stages or date ranges that matter for your register tracking.
Step 2. Integrate line item values with deal context.
Import line item objects and configure association handling to link with parent deals. Use “Row Expanded” display to show each line item as a separate row while maintaining deal context, providing complete visibility into product and service breakdowns with pricing details.
Step 3. Enable live data sync for real-time accuracy.
Configure automatic refresh schedules, with daily updates recommended for deal registers. This ensures the register reflects current deal values, stage changes, and line item modifications without manual updates, keeping your pipeline tracking accurate.
Step 4. Structure register layout for optimal analysis.
Organize data with deal-level information followed by associated line items. Use Coefficient’s field selection to include relevant line item details like product name, quantity, unit price, and total value for comprehensive revenue visibility.
Step 5. Add automated calculations for enhanced insights.
Leverage Coefficient’s Formula Auto Fill Down feature to automatically calculate deal totals, weighted pipeline values, or margin analysis when new line items are added during refresh cycles. This keeps financial calculations current without manual formula updates.
Step 6. Implement change tracking and alerts.
Use Coefficient’s Snapshots feature to capture register states at regular intervals for historical comparison. Set up notifications when new deals are added or when deal values change significantly, keeping stakeholders informed of register updates.
Transform your deal tracking approach
A live deal register eliminates manual maintenance while providing the line item detail needed for accurate pipeline analysis and revenue forecasting. Get started with Coefficient to build a register that maintains itself automatically and includes complete product-level visibility.
