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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 Looker Studio supports calculated fields, creating complex HubSpot deal stage conversion metrics directly in dashboards can be slow and difficult to troubleshoot when formulas don’t work as expected.
You’ll discover how to pre-calculate conversion metrics in Google Sheets first, then connect clean data to Looker Studio for faster-loading dashboards and easier validation.
Pre-calculate deal stage conversions in spreadsheets using Coefficient
CoefficientHubSpotmakes it significantly easier to build complex conversion metrics by importing alldeal data with stage history, then calculating metrics using familiar spreadsheet formulas. This approach lets you test and validate calculations before visualization.
You get more complex logic capabilities than Looker Studio calculated fields, easier troubleshooting when metrics don’t match expectations, and the ability to reference historical snapshots for trend analysis.
How to make it work
Step 1. Import HubSpot deals with stage history data.
Use Coefficient to pull all deal records including current stage, stage history, and associated contact information. Import custom properties that track deal progression and apply filters to segment by time period, sales rep, or deal source for focused analysis.
Step 2. Calculate stage-to-stage conversion rates.
Create conversion formulas like =COUNTIF(stage_column,”Closed Won”)/COUNTIF(stage_column,”Proposal”) to calculate win rates from specific stages. Use =DATEDIF(proposal_date,close_date,”D”) to measure average time between stages. Build velocity metrics with =AVERAGE(IF(stage_column=”Closed Won”,time_in_pipeline)) for array calculations.
Step 3. Build dynamic cohort analyses.
Use Coefficient’s filtering capabilities to create time-based cohorts. Apply formulas like =SUMPRODUCT((MONTH(close_date)=1)*(stage=”Closed Won”))/SUMPRODUCT(MONTH(create_date)=1) to track monthly conversion funnels. Create rolling metrics that automatically update with new data using relative date ranges.
Step 4. Set up automated calculation updates.
Schedule daily imports to capture stage changes automatically. Use Coefficient’s Formula Auto Fill Down feature to apply conversion calculations to new deals as they’re imported. Create alerts via Slack or email when conversion rates drop below thresholds.
Build more reliable conversion tracking
Start creatingPre-calculating metrics in spreadsheets gives you better control, easier validation, and faster dashboard performance than Looker Studio calculated fields alone. You can build complex nested logic and troubleshoot formulas before connecting to visualizations.better conversion metrics with Coefficient today.
