How to segment NPS responses by product category without built-in filtering options

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

Learn how to segment NPS responses by product category when HubSpot lacks built-in filtering. Get detailed product-specific customer satisfaction insights.

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HubSpot’s NPS reporting doesn’t let you filter by product category or custom contact properties. This limitation prevents you from understanding satisfaction across different product lines, leaving you with blended scores that obscure product-specific performance.

Here’s how to break down NPS responses by product category using advanced filtering that HubSpot’s native reports can’t handle.

Connect survey data to spreadsheets with advanced filtering using Coefficient

CoefficientHubSpot’sovercomes HubSpot’s filtering limitations by connecting your survey data to spreadsheets with sophisticated segmentation capabilities. You can import NPS responses alongside all the contact properties thatnative reports ignore.

How to make it work

Step 1. Import NPS responses with product category data.

HubSpotPull survey responses along with associated contact properties including product categories, purchase history, and custom fields.stores this information, but its native reports can’t filter by these properties. Coefficient gives you access to the complete dataset.

Step 2. Create precise product category segments with multi-layer filtering.

Apply up to 25 filters across 5 filter groups to create exact product category segments. For example, filter for “Product Category = Software AND Purchase Date > 2024-01-01 AND Customer Tier = Enterprise” to get highly specific segments that reveal actionable insights.

Step 3. Set up dynamic segmentation for instant category switching.

Use dynamic filters that reference spreadsheet cells containing product category values. This lets you switch between product categories instantly without rebuilding reports. Change a cell value from “Software” to “Hardware” and your entire analysis updates automatically.

Step 4. Cross-reference with deal and company data for deeper insights.

Combine NPS data with deal records, product associations, and custom contact properties. This creates comprehensive segmentation that goes beyond simple product categories to include purchase behavior, company characteristics, and customer lifecycle stage.

Understand satisfaction across your entire product portfolio

Start segmentingProduct category segmentation reveals which parts of your business drive customer satisfaction and which need improvement. Automated refreshes keep your analysis current as new survey responses arrive.your NPS data by product category today.

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