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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.”
You can pull HubSpot revenue data by company into shareable client-facing reports by using company-specific filtering and automated report generation that maintains complete data security.
This approach transforms HubSpot data into professional, shareable reports with automated updates while eliminating security risks of direct CRM access.
Extract company revenue data for client reports using Coefficient
Coefficient excels at transforming HubSpot data into professional, shareable client-facing reports with company-specific filtering. You can pull deals, line items, and payments associated with specific companies, apply filters to isolate each client’s revenue data completely, and create automated calculations for comprehensive reporting.
How to make it work
Step 1. Set up multi-object revenue data extraction.
Import deals, line items, and payments associated with specific companies using Coefficient’s association handling. Apply company-based filtering to isolate each client’s revenue data completely, ensuring no cross-contamination between client reports. Use Formula Auto Fill Down to automatically calculate totals, averages, and growth rates.
Step 2. Build comprehensive client-facing report components.
Create executive summary sections with high-level revenue metrics and key performance indicators. Build trend analysis showing month-over-month and year-over-year revenue growth. Include detailed deal breakdowns with closed deals, pipeline, and forecasted revenue, plus payment tracking with payment link performance and collection analytics.
Step 3. Implement automation and professional sharing.
Set up scheduled refresh to keep reports current without manual intervention and configure email alerts to notify clients when reports are updated or revenue milestones are reached. Share through spreadsheet permissions where each client receives only their data, creating professional, branded reports that clients can easily interpret.
Launch professional revenue reporting
This creates a scalable solution for handling multiple clients with individual report automation while maintaining complete data security. Clients receive actionable insights without expensive CRM training or access requirements. Start building automated client revenue reports today.
