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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.”
Preserving metric accuracy during dashboard consolidation is challenging because different data sources may have varying data quality standards, update frequencies, conflicting field mappings, or inconsistent filtering logic that HubSpot’s native consolidation can’t properly reconcile.
The solution is implementing comprehensive accuracy preservation through controlled data management and systematic validation.
Implement systematic data standardization and accuracy validation
CoefficientHubSpotHubSpot’sprovides comprehensive accuracy preservation by establishing consistent connections to allobjects and external sources. You can import data with identical field selection and filtering criteria, then implement validation frameworks that cross-reference totals between different sources, unlikeautomatic consolidation that often introduces inaccuracies.
How to make it work
Step 1. Establish standardized data connections.
Use Coefficient’s Connected Sources menu to create consistent connections to all HubSpot objects and external sources feeding your dashboards. Import data with identical field selection and apply Coefficient’s advanced filtering (up to 25 filters with AND/OR logic) uniformly across all data imports to ensure baseline consistency.
Step 2. Build comprehensive validation frameworks.
Create validation columns that cross-reference totals between different data sources and build calculated fields that identify data discrepancies or missing records. Use spreadsheet functions like VLOOKUP and INDEX/MATCH to verify record consistency across all imports.
Step 3. Implement quality assurance processes.
Use Coefficient’s snapshot feature to capture baseline metrics before consolidation, then set up scheduled comparisons between consolidated metrics and original source totals. Create automated reconciliation reports that flag accuracy issues before they impact your dashboards.
Step 4. Set up ongoing accuracy monitoring.
Schedule automated imports at consistent intervals across all data sources and create data freshness indicators showing when each source was last updated. Build audit trails showing data lineage and transformation history for complete transparency, and use Coefficient’s alert system for immediate notification when discrepancies exceed acceptable thresholds.
Maintain perfect metric accuracy across all consolidated data sources
Start buildingControlling data quality at every step ensures metric accuracy throughout the consolidation process.consolidated dashboards that maintain perfect accuracy across all your diverse data sources.
