)
Written by
Table of Contents
“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 deal reporting provides limited analysis capabilities and no automatic Excel connectivity, while manual deal exports lose pipeline stage history and require constant re-downloading for current data.
Here’s how to create automated deal pipeline sync that preserves historical data while enabling advanced sales analysis in Excel.
Automate deal pipeline sync with advanced analysis capabilities
CoefficientHubSpottransforms static deal exports into dynamic pipeline analysis by automatically syncingdeal data with historical preservation and advanced filtering options.
How to make it work
Step 1. Connect to HubSpot deals object with complete data import.
Import all deal properties including custom fields, amounts, stages, close dates, and deal owners. Use the sidebar to select exactly which deal properties you need for analysis.
Step 2. Include associated data with Row Expanded display.
Pull related contacts, companies, and line items alongside deal records. This creates comprehensive deal views that show all related information in your Excel analysis.
Step 3. Apply pipeline filtering for specific analysis.
Filter by specific pipelines, deal stages, or date ranges using up to 25 filters. Focus your analysis on particular sales processes or time periods.
Step 4. Schedule daily refreshes to capture deal progression.
Set automatic daily updates to track how deals move through your pipeline. Configure email alerts when deals reach specific stages or amounts.
Step 5. Add advanced analysis formulas for pipeline metrics.
Create stage duration calculations to measure time spent in each pipeline stage. Build conversion rate tracking formulas that automatically calculate stage-to-stage percentages.
Step 6. Use Snapshots for historical pipeline tracking.
Capture monthly pipeline snapshots to preserve historical data while your main import continues refreshing with current information. This enables trend analysis over time.
Transform basic deal exports into comprehensive pipeline analysis
StartAutomated deal pipeline sync enables sophisticated sales analysis that exceeds HubSpot’s native reporting capabilities. You can track forecast accuracy, sales rep performance, and pipeline trends while maintaining real-time visibility into current deal status.syncing your HubSpot deal pipeline automatically.
