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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.”
Workflow automation treats your deal tracking spreadsheet as a simple data dump, adding rows outside your formula ranges and breaking the sophisticated calculations you’ve built for pipeline analysis.
Here’s how to maintain formula consistency in your deal tracking while still getting the automation benefits you need for pipeline management.
Maintain deal tracking formula integrity with structured imports using Coefficient
Coefficient‘s structured import approach prevents workflow automation problems by replacing unreliable tools with intelligent data management that respects your deal tracking spreadsheet’s formula structure.
HubSpotWhen you importdeals through Coefficient, you get defined import ranges and Formula Auto Fill Down that automatically extends your deal calculations, status formulas, and pipeline metrics to new rows.
How to make it work
Step 1. Set up direct HubSpot deals import to replace workflow automation.
Connect to your HubSpot account and configure a deals import that targets a specific range within your existing deal tracking layout. Select fields like deal value, stage, owner, close date, and any custom properties you track.
Step 2. Position deal calculation formulas adjacent to imported data.
Place your deal tracking calculations in columns next to the imported data range. This includes formulas for deal value calculations, pipeline stage analysis, time in stage tracking, commission calculations, and win/loss probability scoring.
Step 3. Configure scheduled refreshes for pipeline updates.
Set up automatic refreshes (hourly for active pipelines, daily for standard tracking) to keep your deal data current. Each refresh adds new deals with all formulas automatically applied, maintaining calculation consistency across your pipeline.
Step 4. Use Snapshots for historical deal tracking.
Enable Coefficient’s Snapshots feature to preserve historical deal data for trend analysis. This allows you to track pipeline changes over time while maintaining current deal calculations through regular refreshes.
Keep your deal tracking calculations intact
Set up structuredThis approach maintains the sophisticated deal tracking calculations you’ve built while ensuring new deals automatically integrate with your formula structure.deal imports that preserve your analytical integrity.
