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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.”
Segmenting data by date while simultaneously comparing time periods is impossible in HubSpot due to the duplicate date field restriction, preventing analysis like “Compare Q4 performance by deal source between 2023 and 2024.”
Here’s how to enable sophisticated date-based segmentation combined with unlimited time period comparisons using advanced filtering and pivot analysis capabilities.
Enable multi-dimensional filtering and advanced pivot analysis with unlimited date field usage using Coefficient
Coefficient provides a comprehensive solution that enables sophisticated date-based segmentation combined with unlimited time period comparisons. You can apply up to 25 filters including multiple date criteria for complex segmentation without field usage restrictions, create advanced pivot analysis combining date segmentation with period comparisons, and use dynamic segmentation that points filter values to spreadsheet cells for instantly adjustable date segments and comparison periods in HubSpot and HubSpot .
How to make it work
Step 1. Import HubSpot data with broad date range to capture all relevant records.
Set up imports with broad date parameters that capture all records needed for various segmentation and comparison scenarios. This creates a comprehensive dataset that you can segment and analyze in multiple dimensions without re-importing data.
Step 2. Create date-based segments using spreadsheet filtering and grouping functions.
Use spreadsheet filtering and grouping functions to create date-based segments from your imported data. Group records by creation month, close date quarter, or any other date-based criteria while maintaining access to all underlying data.
Step 3. Build period comparison analysis within each segment using multi-criteria formulas.
Create formulas like SUMIFS(Revenue, Close_Date, “>=10/1/2024”, Close_Date, “<=12/31/2024", Lead_Source, "Organic") for Q4 2024 organic revenue, then build similar formulas for comparison periods within the same segment.
Step 4. Use pivot tables for multi-dimensional views combining segmentation and comparison.
Create pivot tables that show segments by date while comparing by time period using any date fields multiple times. Build views that would be impossible in HubSpot, like lead source performance by acquisition month with year-over-year comparisons.
Step 5. Implement advanced segmentation examples for specific business scenarios.
Create lead source analysis that segments by lead creation month while comparing conversion rates year-over-year. Build sales cycle analysis that groups deals by close date quarter while comparing average cycle length across years. Set up customer lifecycle analysis that segments customers by acquisition date while comparing lifetime value across cohorts.
Step 6. Set up automation capabilities for ongoing analysis.
Schedule automatic segmentation refreshes as new data arrives to keep your analysis current. Use Formula Auto Fill Down to apply segmentation logic to new records automatically. Set up conditional alerts when specific segments show significant period-over-period changes.
Enable sophisticated date segmentation with unlimited time period comparisons
This approach enables sophisticated date segmentation combined with time period comparison analysis that’s impossible within HubSpot’s native reporting constraints, while maintaining automated data freshness through scheduled imports. Start building your advanced segmentation and comparison system today.
