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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.”
CoefficientHubSpotprovides access toengagement data that can be analyzed with Excel’s advanced analytical capabilities, going beyond HubSpot’s native reporting limitations for email performance, meeting analytics, and call tracking metrics.
You’ll be able to import calls, emails, meetings, notes, and tasks with automated refreshes and sophisticated analysis capabilities.
Import HubSpot engagement data automatically using Coefficient
HubSpot’s native engagement reporting has significant limitations for detailed analysis. Coefficient provides access to engagement data with full property access and the ability to perform complex calculations that HubSpot can’t handle natively.
How to make it work
Step 1. Set up engagement object imports with proper permissions.
Import calls, emails, meetings, notes, and tasks with full property access. Note that E-commerce permissions are required for engagement objects, so check your HubSpot permissions before starting.
Step 2. Apply engagement-specific filtering.
Filter by engagement type, date ranges, associated contacts/deals, and custom engagement properties. Use up to 25 filters with AND/OR logic to focus on specific engagement activities relevant to your analysis.
Step 3. Pull associated data for complete context.
Import engagement data alongside related contact, deal, and company information for comprehensive analysis. This provides the context needed to understand engagement effectiveness across your sales process.
Step 4. Set up automated engagement reporting.
Schedule daily or weekly engagement data refreshes for current performance tracking. Set up alerts to notify managers when engagement metrics hit specific thresholds, and use Snapshots to capture engagement data over time for trend identification.
Advanced engagement analytics capabilities
HubSpot’sWith engagement data in Excel, you can calculate email open rates, click-through rates, and response rates by rep, campaign, or time period. Analyze meeting frequency, duration, and outcomes across sales stages, track call volume and conversion rates by sales rep or territory, and examine engagement patterns leading to deal progression. This provides much deeper analysis thanstandard reporting allows.
Get startedReady to unlock deeper engagement insights?with Coefficient and build the engagement analysis HubSpot can’t provide.
