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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.”
Real-time pipeline visibility is essential for accurate forecasting, but HubSpot’s native Excel exports provide only static snapshots that become outdated immediately. You need a live connection that updates continuously.
Here’s how to establish true real-time syncing between HubSpot and Excel for dynamic forecasting.
Establish live HubSpot to Excel sync using Coefficient
Coefficient creates a persistent, live connection between HubSpot and Excel that can refresh as frequently as every hour, providing near real-time updates that transform Excel from a static reporting tool into a living forecast model.
How to make it work
Step 1. Create a persistent live data connection.
Install Coefficient’s Excel add-in and connect directly to HubSpot’s API. This creates a continuous connection that refreshes automatically, unlike one-time exports that require manual updates.
Step 2. Configure comprehensive pipeline import.
Select all deal properties needed for forecasting: Stage, Amount, Close Date, Probability, Owner, plus associated data like Contact names and Company information. Include custom fields specific to your sales process for complete visibility.
Step 3. Set aggressive refresh schedules for maximum freshness.
Configure hourly updates during business hours, every 30 minutes during end-of-quarter pushes, and on-demand refresh buttons for instant updates during meetings. This ensures your data is always current.
Step 4. Build real-time dynamic calculations.
With live data flowing, create formulas for current quarter pipeline weighted by probability, today’s pipeline value vs. yesterday’s using Snapshots, real-time sales velocity calculations, and live quota attainment percentages.
Step 5. Implement real-time alerting systems.
Configure Coefficient alerts for large deals entering or leaving pipeline, total pipeline dropping below targets, high-value deals changing stages, and close dates pushing out. Get notified instantly via Slack or email.
Step 6. Create dynamic dashboards with live data.
Build pivot tables that update automatically, charts reflecting current pipeline state, conditional formatting highlighting at-risk deals, and XLOOKUP formulas pulling latest deal details. Use Auto Fill Down to automatically apply forecast formulas to new deals.
Transform Excel into a real-time forecasting command center
Live HubSpot syncing transforms Excel from a static reporting tool into a dynamic forecast model that reflects your pipeline’s current state, enabling split-second decision-making based on real-time data. Start syncing your HubSpot pipeline data live today.
