HubSpot shows when deal scores changed but not what those scores were at specific stage transitions. You can see that a deal score went from 75 to 85, but you can’t easily correlate that change with when the deal moved from “Qualified” to “Demo Scheduled.”
Here’s how to build a system that captures deal score values at the exact timestamps when stage transitions occur, giving you the historical context HubSpot lacks.
Build historical deal score tracking at stage transitions using Coefficient
Coefficient creates time-stamped snapshots of your deal data every hour, ensuring you capture deal scores close to actual stage transition times. When you detect a stage change, the previous snapshot contains the deal score from before the transition, while the current snapshot shows the post-transition score. This approach works by importing your HubSpot deals data frequently and using append functionality to preserve each snapshot with precise timestamps.
How to make it work
Step 1. Configure comprehensive deal imports.
Set up a HubSpot import that pulls Deal ID, deal name, current pipeline stage, deal score, and last modified date. Schedule this import to run every hour to capture frequent snapshots of deal score values throughout the day.
Step 2. Enable high-frequency snapshots.
Turn on Coefficient’s append feature to preserve each hourly import as a separate row with automatic timestamps. This creates a time-series dataset where you can see exactly what each deal’s score was at any given hour, making it easy to find scores at stage transition moments.
Step 3. Create stage transition detection.
Add a formula like =IF(C2<>C1,CONCATENATE(“Changed from “,C1,” to “,C2),”No Change”) to identify when deals moved between stages. When this formula triggers, you can see the deal score from the previous row (before transition) and current row (after transition).
Step 4. Build a transition analysis sheet.
Create a separate sheet that filters your historical data to show only rows where stage changes occurred. Include columns for the deal score before transition, score after transition, and the time difference between captures to understand how scores correlate with stage movements.
Get precise deal score insights
This automated tracking gives you true point-in-time deal score data that’s impossible to get from HubSpot’s native reporting. You’ll see exactly how deal scores change around stage transitions and identify patterns that drive successful deal progression. Start tracking your historical deal scores with Coefficient today.