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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 coverage metrics use deal stage probabilities in calculations you can’t see or modify. Recreating these metrics gives you complete transparency and the ability to customize probability weights based on your actual sales performance.
Here’s how to precisely recreate and enhance HubSpot’s coverage calculations using deal stage probabilities.
Recreate coverage metrics with transparency using Coefficient
Coefficient enables precise recreation of HubSpot’s coverage metrics using deal stage probabilities in HubSpot , with added flexibility and complete transparency into your calculation methodology.
How to make it work
Step 1. Import deal data with comprehensive stage information.
Pull all open deals with amounts, stages, and close dates. Include deal properties that affect probability like deal type, source, and age. Import pipeline stage configuration for accurate probability mapping.
Step 2. Create probability mapping tables.
Build a probability reference table in your spreadsheet: – Appointment Scheduled: 20% – Qualified to Buy: 40% – Presentation Scheduled: 60% – Decision Maker Bought-In: 80% – Contract Sent: 90%
Step 3. Build coverage calculation formulas.
Create: Weighted Pipeline = SUMIF(Deal_Stages, “Appointment Scheduled”, Deal_Amounts) * 0.2 + SUMIF(Deal_Stages, “Qualified to Buy”, Deal_Amounts) * 0.4 + [continue for all stages]. Then calculate Coverage = Weighted Pipeline / Revenue Goal.
Step 4. Enhance with custom probability adjustments.
Override default stage probabilities based on historical win rates, adjust probabilities by sales rep performance, and modify probabilities based on time in stage for more accurate coverage.
Step 5. Validate and refine your calculations.
Compare your calculations with HubSpot’s forecasting module, use Coefficient’s snapshot feature to track accuracy over time, and refine probability percentages based on actual close rates.
Step 6. Set up automated updates and historical tracking.
Schedule refreshes to maintain real-time coverage calculations that update as deals progress through stages. Use snapshots to build historical accuracy data that HubSpot doesn’t provide.
Take control of your coverage methodology
Recreating coverage metrics gives you complete visibility into calculation methodology and the ability to optimize based on your actual sales data. Start building transparent coverage calculations that you can trust and improve over time.
