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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.”
Market research shows 70-85% of agencies using HubSpot still rely on manual report creation for client deliverables, despite having access to native dashboards. This highlights a significant gap between HubSpot’s internal monitoring capabilities and external client communication needs.
Here’s why agencies abandon native dashboards and how to automate the manual reporting process.
Eliminate manual reporting with automated Coefficient workflows
Coefficient addresses the core reasons agencies resort to manual reporting by providing automated data extraction, professional templates, and stakeholder-friendly formats that HubSpot dashboards can’t deliver.
How to make it work
Step 1. Replace manual data extraction with automated imports.
Set up scheduled imports that pull HubSpot data directly into Google Sheets or Excel on your preferred timeline. This eliminates the weekly or monthly manual export process that consumes 15-25% of HubSpot management time.
Step 2. Create professional, branded templates.
Build client-ready report templates with custom branding, executive summaries, and contextual explanations. These templates meet client presentation standards that native HubSpot dashboards can’t achieve.
Step 3. Enable multi-client efficiency.
Use one template across multiple HubSpot portals, reducing setup time by 80% compared to rebuilding dashboards for each client. This addresses the cross-portal analysis limitations that force manual compilation.
Step 4. Add advanced calculations and analysis.
Perform complex metrics like customer acquisition cost trends, multi-touch attribution, and custom scoring that exceed HubSpot’s report builder capabilities. Combine data from multiple sources for comprehensive insights.
Step 5. Deliver stakeholder-friendly formats.
Present reports in familiar spreadsheet environments with clear explanations, eliminating the intimidation factor of HubSpot’s technical interface for non-technical clients and executives.
Join the agencies automating their reporting
The high percentage of manual reporting despite dashboard availability shows that native tools alone aren’t sufficient for professional agency deliverables. Automated reporting typically saves 6-12 hours weekly per client while improving service quality. Start automating your client reporting today.
