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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 native reporting creates dashboards from existing CRM data but cannot directly incorporate external sales data, creating gaps in your real-time visibility.
Here’s how to solve the data integration challenge by automating external data imports that feed HubSpot’s powerful dashboard capabilities.
Feed HubSpot dashboards with automated external data using Coefficient
Coefficient handles the data integration layer that enables real-time HubSpot dashboards with external sales data. While actual dashboard creation uses HubSpot native reporting tools, Coefficient ensures your dashboards always have current, clean data from external sources.
How to make it work
Step 1. Connect external sales data sources to Coefficient via spreadsheets.
Use Connected Sources to link external sales platforms that export to Google Sheets or Excel Online. This creates the foundation for automated data feeding into HubSpot.
Step 2. Configure automated imports with data transformation and validation.
Set up Import Refreshes with hourly schedules so dashboard data stays current throughout the day. Use spreadsheet formulas to transform external data formats to match HubSpot’s reporting requirements: `=TEXT(A2,”MM/DD/YYYY”)` for date standardization.
Step 3. Set up scheduled exports to push clean data into HubSpot continuously.
Configure Scheduled Exports to maintain consistent data flow, eliminating manual import delays that create dashboard gaps. Use Snapshots to preserve historical data for time-series trend analysis.
Step 4. Build HubSpot custom reports using the imported external data.
Create custom reports in HubSpot that combine CRM data with your imported external sales metrics. Use HubSpot’s native reporting tools to build the visualizations and calculations you need.
Step 5. Set up alert integration for threshold monitoring.
Use Coefficient’s Slack and Email Alerts to trigger notifications when dashboard metrics reach defined thresholds. Configure alerts based on cell value changes or new rows added to maintain real-time awareness.
Enable true real-time sales visibility
This combination approach enables external sales data dashboards that wouldn’t be possible with either tool alone, ensuring your HubSpot dashboards reflect complete business reality. Start building real-time dashboards with external data today.
