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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 maintain historical snapshots of coverage ratios, making week-over-week tracking a manual process that most sales teams struggle to maintain consistently.
Here’s how to set up automated coverage ratio monitoring that captures weekly changes without any manual exports or data entry.
Automate coverage ratio tracking using Coefficient
Coefficient solves this by connecting your HubSpot data to HubSpot spreadsheets and automatically capturing historical snapshots. This creates a time-series database of your coverage ratios without any manual intervention.
How to make it work
Step 1. Import your HubSpot deal data.
Connect HubSpot to your spreadsheet and import deals with fields like deal amount, close date, and pipeline stage. Apply filters to focus on relevant time periods like current quarter or specific pipeline stages.
Step 2. Calculate coverage ratios with auto-updating formulas.
Create formulas to calculate coverage ratios using Pipeline Value divided by Quota. Coefficient’s Formula Auto Fill Down feature ensures these calculations update automatically as new deals flow in from your scheduled imports.
Step 3. Schedule weekly snapshots.
Configure Coefficient’s Snapshots feature to capture your coverage ratios every Monday at 9 AM. Each snapshot creates a historical record of your coverage ratio at that specific point in time, building your time-series sales metrics database.
Step 4. Build trend analysis and alerts.
With weekly snapshots accumulating, create a coverage ratio dashboard showing week-over-week percentage changes, trend lines, and color-coded alerts for ratios below target thresholds. Set up Slack or email notifications when coverage ratios drop below certain levels or change by more than 10% week-over-week.
Start tracking coverage trends automatically
This approach transforms manual weekly exports into an automated system that maintains historical coverage tracking. Get started with Coefficient to build your automated coverage ratio monitoring system today.
