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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.”
Transforming HubSpot engagement analytics for effective visualization requires sophisticated data manipulation that’s difficult with direct connectors. You need to aggregate, calculate, and reshape engagement data before it’s useful in dashboards.
Here’s how to pull comprehensive engagement data and transform it into meaningful visualizations that go beyond HubSpot’s native analytics.
Import and transform comprehensive engagement data using Coefficient
CoefficientHubSpotenables powerful transformation capabilities through its Google Sheets bridge approach, making complexengagement reports accessible in Google Data Studio. Note that e-commerce permissions are required for Engagement objects in HubSpot.
How to make it work
Step 1. Import comprehensive engagement data with associations.
Pull all engagement types (emails, calls, meetings, tasks, notes) along with associated contact and company information. Include custom engagement properties and use Coefficient’s association handling to get the full context around each engagement activity.
Step 2. Transform data in Google Sheets for analysis.
Aggregate engagements by type, owner, or time period using pivot tables and formulas. Calculate engagement scores and trends, create time-series data for trend visualization, and combine engagement data with deal or contact metrics to build comprehensive KPIs.
Step 3. Set up multiple imports with different formats.
Create separate imports for different engagement types and use Row Expanded format for detailed analysis. Apply filters for specific date ranges or teams, and use Formula Auto Fill Down to maintain dynamic calculations as new engagements are added.
Step 4. Build transformation layer and connect to Data Studio.
Use QUERY functions to reshape data and create summary tables with key metrics. Implement calculated fields for engagement velocity and conversion rates. Link your transformed tables to Google Data Studio to create interactive dashboards with drill-down capabilities and engagement scorecards.
Unlock advanced engagement insights today
Start transformingThis data transformation approach overcomes HubSpot’s limited native analytics, allowing you to create sophisticated visualizations that combine multiple data types and calculate complex metrics impossible with direct connections.your engagement analytics into actionable insights.
