How to track customer health score changes over time when HubSpot reporting blocks timestamps

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

Learn how to track HubSpot customer health score changes over time despite timestamp blocking using scheduled snapshots and historical analysis.

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HubSpot’s reporting infrastructure blocks timestamp access for customer health score data in the CS space, making it impossible to track changes over time using native tools and creating critical blind spots for customer success teams.

Here’s how to solve this timestamp blocking issue and build comprehensive time-series tracking for health score velocity and trend analysis.

Build time-series tracking with scheduled snapshots and historical preservation

Coefficient solves this timestamp blocking issue through specialized features that preserve historical data and enable comprehensive tracking. It captures health score data at regular intervals and builds time-series datasets that HubSpot’s blocked reporting cannot provide for HubSpot users.

How to make it work

Step 1. Set up scheduled snapshots for timestamp preservation.

Configure Coefficient’s snapshot functionality to capture customer health score data at regular intervals (daily, weekly, or monthly). Each snapshot preserves the exact timestamp when data was captured, creating a historical timeline that HubSpot’s blocked reporting cannot provide.

Step 2. Configure append new data feature for historical building.

Set up imports to append new health score readings without overwriting previous data. This builds a comprehensive time-series dataset with automatic timestamp tracking for when each data point was added, enabling historical analysis.

Step 3. Build dynamic historical analysis formulas.

Use Formula Auto Fill Down to automatically calculate health score change velocity (points per week/month), trend direction identification (improving, declining, stable), time-to-risk calculations, and recovery time tracking as new data arrives.

Step 4. Create conditional alerts for trend monitoring.

Set up automated Slack and email notifications when health scores show negative trends over specified time periods. Configure alerts for accelerating decline patterns, seasonal trend recognition, and correlation analysis between health score changes and business outcomes.

Turn blocked data into proactive insights

This approach transforms HubSpot’s timestamp-blocked health score data into a robust time-series tracking system that enables proactive customer success management and trend-based intervention strategies. Start building your historical health score tracking system today.

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