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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.”
HubSpotYou can create a single sales rep performance dashboard by importing lifecycle stage data and deal information frominto a spreadsheet, then using formulas to calculate conversion rates and time metrics across the entire buyer journey.
This gives you a complete view of individual rep performance that HubSpot’s separate lifecycle and deal reports can’t provide in one place.
Build a comprehensive rep performance view using Coefficient
CoefficientHubSpottransforms fragmenteddata into a holistic rep dashboard. Instead of jumping between lifecycle stage reports and deal analytics, you’ll see how each rep performs across the complete sales funnel with precise conversion calculations.
How to make it work
Step 1. Import lifecycle stage and deal data.
Pull all contacts with their lifecycle stages, filtering by contact owner (sales rep). Include timestamp fields for when contacts entered each stage. Also import associated deals with stage history, close dates, and amounts using the Row Expanded option to see all deals per contact.
Step 2. Calculate conversion rates with formulas.
Create formulas to track progression: MQL to SQL conversion rate using =COUNTIF(lifecycle_stage,”SQL”)/COUNTIF(lifecycle_stage,”MQL”). Add SQL to Opportunity rate, Opportunity to Closed Won rate, and overall MQL to Closed Deal rate for complete funnel visibility.
Step 3. Add time-based performance metrics.
Calculate average time between stages using imported timestamp data. Use =AVERAGE(SQL_date – MQL_date) for days from MQL to SQL, and similar formulas for each stage transition. This shows not just conversion rates but speed of progression.
Step 4. Set up dynamic rep filtering.
Use Coefficient’s dynamic filtering to point to a cell containing the rep name. Change the cell value to instantly switch between reps’ performance data. Schedule hourly or daily refreshes and add Slack alerts when conversion rates drop below thresholds.
Start tracking complete rep performance now
BuildThis integrated approach provides complete funnel visibility that HubSpot’s native reports can’t achieve in a single view. You’ll enable data-driven coaching and performance management with real-time accuracy.your comprehensive rep dashboard today.
