When you merge three HubSpot dashboards, only one metric appears accurate because HubSpot can’t reconcile conflicting data source configurations, date ranges, or filter conditions. The working metric likely has consistent data types and aggregation rules across all source dashboards.
The solution is creating a unified data foundation that standardizes all metrics before visualization.
Build a unified data foundation for accurate metric merging
CoefficientHubSpotHubSpot’ssolves this by importing data from all relevantobjects that feed your three original dashboards. You can then apply uniform filtering criteria and create standardized metric calculations that work consistently across all data sources, unlikenative merging limitations.
How to make it work
Step 1. Import data from all dashboard sources.
Use Coefficient’s multi-object import capability to pull data from all HubSpot objects (contacts, deals, companies) that feed your three original dashboards. This creates a single, comprehensive dataset instead of trying to merge incompatible dashboard configurations.
Step 2. Apply consistent filtering across all imports.
Use Coefficient’s advanced filtering with up to 25 filters and AND/OR logic to ensure identical filtering criteria across all your data imports. This eliminates the inconsistencies that cause metric accuracy issues in merged dashboards.
Step 3. Create standardized metric calculations.
Build calculated fields that define each metric consistently across all data sources. For example, ensure “lead status” or “conversion rates” use identical formulas regardless of which original dashboard the data came from.
Step 4. Validate metric accuracy.
Create comparison columns that cross-reference your calculated totals against each individual dashboard’s reports. Use spreadsheet functions like SUMIF and COUNTIF to verify your unified metrics match the original source data.
Ensure all metrics maintain accuracy in merged dashboards
Build unified dashboardsCreating a unified data foundation eliminates the single-accurate-metric problem because you control the standardization process.where every metric maintains accuracy across all merged data sources.