Setting up real-time MRR dashboards that pull from HubSpot deal pipeline

using Coefficient excel Add-in (500k+ users)

Set up real-time MRR dashboards that pull from HubSpot deal pipeline. Track current MRR, pipeline projections, and growth rates with live data.

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HubSpot’s standard dashboards can’t perform the complex MRR calculations that subscription businesses need. You can see deal amounts and pipeline stages, but calculating rolling MRR, growth rates, and combining current revenue with pipeline projections requires capabilities that HubSpot’s native dashboards don’t offer.

Here’s how to build real-time MRR dashboards that pull live data from your HubSpot deal pipeline and provide the subscription metrics that actually matter.

Build live MRR dashboards with automated HubSpot data using Coefficient

Coefficient connects your HubSpot deal pipeline to HubSpot spreadsheets with hourly refreshes, giving you real-time data for MRR calculations that update automatically. This creates dashboards that reflect current pipeline status while performing the complex calculations HubSpot can’t handle.

How to make it work

Step 1. Import live deal pipeline data.

Connect to HubSpot deals with automatic hourly refreshes to ensure your dashboard reflects current pipeline status. Pull deal amounts, close dates, stages, and subscription-related properties that feed into your MRR calculations.

Step 2. Build your MRR calculation engine.

Create spreadsheet formulas that calculate current MRR, projected MRR from pipeline, and growth rates using live HubSpot data. Build rolling calculations, MRR trends, and pipeline conversion rates that update automatically as your deal data refreshes.

Step 3. Create dynamic visualizations and alerts.

Build charts and graphs that automatically update with new data, including MRR trends, pipeline conversion rates, and revenue forecasts. Set up automated alerts when MRR metrics hit specific thresholds or when pipeline changes significantly impact projections.

Step 4. Enable stakeholder access and sharing.

Share live dashboard views that update automatically without requiring manual report generation. Stakeholders see current MRR performance and pipeline projections that refresh throughout the day as deals progress through your HubSpot pipeline.

Get real-time MRR visibility now

Real-time MRR dashboards that pull from HubSpot deal pipeline give you the current insights needed for daily revenue management and strategic decisions. With automated updates and live calculations, your team always sees accurate subscription metrics. Build your dashboard today.

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