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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 intentionally creates permanent snapshots of product data when line items are added to deals. When your sales rep adds a product, the system captures the current cost, price, and specifications at that exact moment and locks them in place.
This design protects data integrity but creates challenges when you need historical records to reflect updated costs. Here’s why this happens and how to work with it.
HubSpot preserves historical accuracy by design
HubSpotCRM systems likeuse static snapshots for three key reasons. First, they prevent accidental corruption of closed deals and signed contracts. Second, they maintain historical records for financial reporting and legal compliance. Third, they avoid complex system updates that could impact performance.
But this creates a disconnect when you need historical deal analysis to reflect current product economics.
Control when historical records get updated using Coefficient
Coefficienttransforms this limitation into a managed process. Instead of automatic updates that could cause problems, you get selective control over when and how historical deal costs change. You can update specific product lines, deal stages, or time periods rather than making blanket changes across all historical data.
How to make it work
Step 1. Export historical deals and current product costs.
HubSpotPull your historical deal data fromalongside your updated product catalog. This lets you compare what costs were captured historically versus what they should be now.
Step 2. Identify which deals need cost updates.
Use spreadsheet formulas to flag deals where updated costs make sense. For example, you might update quarterly reviews or product launches but leave closed deals from last year unchanged.
Step 3. Apply selective updates with audit trails.
Push updates back to HubSpot only where they make business sense. Coefficient maintains snapshots of your original data so you can always see what changed and when.
Step 4. Schedule regular cost synchronization.
Set up monthly or quarterly updates to keep your most important historical data aligned with current product costs while preserving the integrity of older records.
Turn architectural constraints into controlled processes
Start managingHubSpot’s design actually protects your data integrity while giving you the flexibility to update historical records when it makes business sense. You maintain audit trails and control timing while getting accurate cost analysis.your historical cost updates systematically.
