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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.”
HubSpot doesn’t provide enrollment history for company workflows in its native interface, making it impossible to track which companies have been processed through owner assignment workflows. This creates a blind spot in your workflow analytics and company tracking.
You can bridge this gap by reconstructing workflow activity through sophisticated data analysis that identifies workflow patterns.
Reconstruct workflow enrollment history through data analysis using Coefficient
Coefficient enables you to recreate the missing enrollment history by analyzing data patterns that HubSpot’s native tools cannot access. You’ll use owner assignment timestamps, workflow criteria, and timing correlation to identify processed companies.
How to make it work
Step 1. Import comprehensive company data for analysis.
Pull company records with owner assignment dates, last modified dates, and all workflow trigger criteria fields. Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to identify companies matching your workflow’s enrollment criteria and cross-reference with owner assignment timestamps.
Step 2. Set up advanced tracking and monitoring.
Create dynamic filters that reference spreadsheet cells containing your workflow criteria for easy updates. Use Formula Auto Fill Down to automatically apply tracking formulas to new companies as they’re imported, and schedule regular imports (hourly, daily, or weekly) to continuously monitor for newly processed companies.
Step 3. Build historical analysis and trend tracking.
Leverage Coefficient’s Snapshots feature to capture point-in-time data of owner assignments and build trend analysis to identify patterns in workflow processing over time. Create conditional formatting to highlight companies that likely went through your workflow based on assignment timing and criteria matching.
Step 4. Configure ongoing monitoring and alerts.
Set up automated alerts when new companies meet your workflow criteria and show recent owner assignments. Use the append new data functionality to build a cumulative list of tracked companies without overwriting historical records.
Get complete workflow visibility
This method effectively recreates the missing enrollment history by analyzing data patterns that HubSpot’s native tools cannot access. You’ll have complete visibility into your workflow processing without relying on non-existent enrollment tracking. Start tracking your workflow companies today.
