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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.”
Managing pipeline scenarios while staying connected to live data requires the ability to switch between sandbox testing and real-time CRM information. You need both perspectives without losing your experimental work.
Here’s how to create a toggle system that lets you instantly switch between live HubSpot data and your sandbox manipulations.
Create instant switching between live and sandbox data using Coefficient
Coefficient enables seamless toggling through intelligent spreadsheet design and dual import management. You maintain live connections to HubSpot while preserving your sandbox manipulations in separate data streams.
How to make it work
Step 1. Set up dual import streams.
Create two parallel Coefficient imports: one for live data with scheduled refreshes (hourly or daily) and another for sandbox baseline with manual refresh only. This preserves your manipulation baseline while keeping current data available.
Step 2. Build your toggle control mechanism.
Create a dropdown cell with “Live” and “Sandbox” options. Use INDIRECT formulas like =INDIRECT(“‘”&$A$1&” Data’!A:Z”) to reference the appropriate data range based on your selection. This allows instant switching without reconfiguring reports.
Step 3. Design your dashboard with conditional formulas.
Structure your pipeline view using formulas like =IF($A$1=”Live”, ‘Live Data’!A:Z, ‘Sandbox’!A:Z). This formula structure enables instant switching between data sources while maintaining all your analysis and formatting.
Step 4. Add visual indicators and refresh controls.
Implement color-coded headers (green for live, orange for sandbox), status cells showing last refresh timestamps, and warning messages when in sandbox mode. Use Coefficient’s on-sheet refresh buttons for manual updates when needed.
Switch between data views effortlessly
This approach maintains live CRM connectivity while providing a safe space for pipeline simulation and scenario planning. Build your toggle system and start managing pipelines with confidence.
