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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.”
Real-time pipeline reports with line item details require live data connections and the ability to handle complex object relationships. Static reports miss critical changes in deal progression and product mix that impact revenue forecasting.
Here’s how to build comprehensive pipeline reports that include line item details and update automatically as your deals evolve.
Create live pipeline reports using Coefficient
Coefficient maintains live connections to HubSpot while handling the complex relationships between deals and line items. This creates a foundation for pipeline reports that provide real-time visibility into both deal progression and product performance.
How to make it work
Step 1. Establish live data connections for deals and line items.
Connect Coefficient to HubSpot and set up imports for both deal and line item objects. Configure automatic refresh to maintain real-time data sync, with hourly updates recommended for active pipelines that change frequently.
Step 2. Structure pipeline data with dynamic filtering.
Import deal data with key pipeline fields like stage, probability, close date, and amount. Use dynamic filtering that references spreadsheet cells for flexible pipeline views that can focus on different time periods, stages, or deal owners as needed.
Step 3. Integrate line item details with deal context.
Pull line item objects with association handling set to “Row Expanded” to show individual products and services within each deal. This maintains deal context while providing product-level visibility that’s essential for understanding pipeline composition.
Step 4. Build dynamic reporting with live data foundation.
Use Coefficient’s live data as the foundation for pivot tables, charts, and summary calculations that update automatically as deal stages change or line items are modified in HubSpot. This creates reports that reflect current pipeline reality without manual updates.
Step 5. Set up automated pipeline alerts.
Configure notifications when deals move between stages or when line item values change significantly. This keeps stakeholders informed of pipeline movements and ensures important changes don’t go unnoticed.
Step 6. Enable historical tracking for trend analysis.
Use Coefficient’s Snapshots feature to capture pipeline states at regular intervals. This enables trend analysis and forecasting accuracy measurement by comparing predicted vs. actual pipeline progression over time.
Start building real-time pipeline visibility
Live pipeline reports with line item granularity provide the visibility needed for accurate forecasting and strategic decision-making. Get started with Coefficient to build pipeline reports that update automatically and include the product-level detail your team needs.
