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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.”
When product costs change in your master catalog, HubSpot’s static deal line item architecture prevents automatic updates to historical deal values. This creates reporting inconsistencies and inaccurate profitability analysis that can mislead business decisions.
Here’s how to systematically update historical deal values while maintaining proper audit controls and analytical accuracy.
Manage historical deal value updates using Coefficient
Coefficientprovides comprehensive historical deal value management that recalculates deal values based on current costs, maintains audit trails, and applies updates selectively. You can analyze historical performance using consistent cost bases while preserving original data.
How to make it work
Step 1. Analyze historical deals against current costs.
HubSpotImport historical deals fromwith current line item costs and compare against your updated master catalog. Use formulas like `=(NewCost-OldCost)/Revenue*100` to calculate how cost changes affect deal margins.
Step 2. Recalculate deal values with updated costs.
Use spreadsheet formulas to calculate new deal values, margins, and profitability metrics based on current costs. Create formulas like `=Quantity*NewCost` for updated cost basis and `=(Revenue-NewTotalCost)/Revenue` for recalculated margins.
Step 3. Assess financial reporting impact.
Quantify how cost updates affect previously reported margins and profitability before applying changes. Determine which historical periods should reflect updated costs versus maintaining original values for compliance purposes.
Step 4. Create snapshots for audit trails.
Use Coefficient’s snapshot feature to preserve original deal data before applying updates. This maintains audit documentation showing why historical values were modified and provides rollback capability.
Step 5. Apply selective historical updates.
HubSpotChoose which historical periods and deal types should reflect updated costs rather than applying blanket changes. Push updates back tofor analyses requiring current cost accuracy.
Step 6. Generate comparative analysis reports.
Create reports comparing historical margins using both original and updated cost structures. Set up quarterly or annual historical cost synchronization processes to maintain analytical accuracy.
Ensure historical analysis reflects current economic realities
Start updatingThis approach maintains proper audit controls while ensuring historical deal analysis uses current cost structures for accurate business intelligence. You get consistent analytical accuracy without compromising compliance requirements.your historical deal values systematically.
