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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.”
Troubleshooting deal counting errors in HubSpot is challenging because the platform doesn’t show you the underlying data logic, filter interactions are hidden, and you can’t audit which specific deals are included or excluded from your counts.
You’ll learn a systematic approach to diagnose counting errors using transparent data analysis and validation formulas that identify exactly where discrepancies occur.
Diagnose deal counting errors with complete data transparency using Coefficient
Coefficient provides comprehensive troubleshooting capabilities through complete data visibility. You can see every deal record, audit filter logic, and systematically identify the source of counting errors that are impossible to diagnose within HubSpot’s native interface.
How to make it work
Step 1. Import your complete deals dataset for comprehensive analysis.
Set up a Coefficient import that includes “Deal ID,” “Deal Stage,” “Original Source,” “Close Date,” “Deal Amount,” and “Created Date.” Import all deals without filters initially so you can see the complete dataset and identify which records might be causing counting discrepancies in your filtered reports.
Step 2. Create diagnostic worksheets to identify common counting issues.
Build separate validation sections using COUNTBLANK to find deals missing source attribution, COUNTIFS to verify filter logic accuracy, and conditional formatting to highlight deals with unusual characteristics like close dates before creation dates or missing required fields. These diagnostics reveal data quality issues that cause counting errors.
Step 3. Build validation tables that compare against HubSpot totals.
Create comparison tables that show your spreadsheet counts versus HubSpot’s native report totals. Use formulas like =COUNTIFS(DealStage,”Closed Won”,OriginalSource,”<>“) to recreate HubSpot’s logic, then systematically adjust filters to isolate where differences occur. This methodical approach pinpoints the exact source of discrepancies.
Step 4. Implement systematic error-checking formulas.
Set up error-checking formulas that flag deals with data inconsistencies: deals with null required fields, impossible date combinations, or attribution conflicts. Use IF statements to create error flags like =IF(CloseDate
Fix counting errors with systematic diagnosis
Complete data transparency and systematic validation allow you to diagnose and resolve attribution counting errors that are impossible to troubleshoot in HubSpot’s native reports. Start building error-free attribution reports with transparent counting logic.
