How to track custom revenue attribution in HubSpot without Revenue Analytics

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

Build sophisticated revenue attribution models in HubSpot without Enterprise tier Revenue Analytics using spreadsheet calculations and automated data sync.

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HubSpot’s Revenue Analytics requires Enterprise tier pricing, but you can build sophisticated custom revenue attribution models using spreadsheet capabilities that often provide more flexibility than the native tool.

This approach lets you create attribution logic tailored to your specific business model while tracking revenue by campaign, channel, and touchpoint without the Enterprise investment.

Build custom attribution models with spreadsheet formulas using Coefficient

Coefficient enables sophisticated revenue attribution modeling by connecting your HubSpot deals, contacts, and engagement data to spreadsheets where you can create custom attribution formulas. You’ll import comprehensive data, build attribution models using advanced formulas, then push insights back to HubSpot as custom properties for segmentation and reporting.

How to make it work

Step 1. Import comprehensive HubSpot data for attribution analysis.

Pull deals with all properties including close date, amount, pipeline, and owner. Import associated contacts with their complete interaction history and engagement data. Include companies and their touchpoint information. Use Row Expanded format for associated records to maintain relationships between objects.

Step 2. Create attribution models using advanced spreadsheet formulas.

Build first-touch attribution with =IF(A2=MIN($A$2:$A$100),D2,0) to assign 100% credit to the first interaction. Create multi-touch attribution using =D2/COUNTIF($B:$B,B2) for equal credit across touchpoints. Implement time-decay attribution with =D2*(1-((TODAY()-C2)/365)) so recent interactions get more credit.

Step 3. Track revenue by campaign and channel systematically.

Use SUMIFS functions to calculate revenue by campaign source, channel, or any custom grouping. Calculate customer acquisition cost (CAC) by channel by dividing marketing spend by attributed revenue. Build cohort analyses for revenue retention using date-based grouping formulas.

Step 4. Automate attribution reporting with scheduled updates.

Schedule daily imports of new closed deals to keep attribution current. Use snapshots to track how attribution changes over time as deals progress. Set up alerts for attribution anomalies or when certain channels exceed performance thresholds. Create dynamic dashboards with attribution visualizations that update automatically.

Step 5. Push attribution insights back to HubSpot for segmentation.

Create custom properties in HubSpot for attribution scores and channel performance metrics. Update deals with calculated attribution values so sales teams can see which touchpoints contributed to wins. Sync attribution data to contact records for more targeted marketing segmentation.

Get attribution insights without Enterprise pricing

This solution provides more flexibility than HubSpot’s native Revenue Analytics while allowing custom attribution logic that matches your unique business model. Your attribution data stays current automatically and integrates seamlessly with your existing HubSpot workflows. Start tracking custom revenue attribution today.

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