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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.”
HubSpot’s API only provides current pipeline state, not historical forecast coverage data. The API returns real-time deal data but doesn’t maintain historical snapshots of coverage ratios or past pipeline states.
Here’s a more practical solution than direct API access for capturing and maintaining historical pipeline data going forward.
Skip the API complexity with Coefficient
Coefficient offers a more practical solution than direct API access for capturing historical pipeline data from HubSpot in HubSpot spreadsheets.
How to make it work
Step 1. Connect HubSpot without coding.
Instead of writing scripts to poll the HubSpot API, Coefficient provides point-and-click access to HubSpot data with automatic authentication handling. No rate limit management or JSON parsing required.
Step 2. Import deals with forecast categories.
Import deals with forecast categories and probabilities directly into your spreadsheet. Coefficient automatically maps HubSpot fields to spreadsheet columns and handles associated objects like deals with contacts and companies.
Step 3. Calculate coverage ratios and schedule snapshots.
Calculate coverage ratios using spreadsheet formulas, then configure daily or weekly snapshots to build historical records. This creates the time-series data that HubSpot’s API can’t provide.
Step 4. Build your historical database.
Each snapshot preserves your coverage state at that point in time. Over weeks and months, you’ll accumulate the historical coverage data that you can query for any past period without complex API development.
Step 5. Set up automated refreshes and alerts.
Schedule imports to refresh automatically and set up Slack or email notifications for coverage changes. This provides immediate visualization in a familiar spreadsheet environment without cron jobs or cloud functions.
Start building historical coverage data
While you can’t retrieve historical data that HubSpot never stored, you can start building automated coverage reporting today with far less complexity than custom API development. Begin capturing your historical coverage data now.
