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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’s dashboard filtering prevents creating personalized gap-to-goal views for individual sales reps. The platform lacks user ID quick filters and can’t display both team-wide and individual metrics within the same framework.
You’ll learn how to build dynamic, user-specific dashboards that show exactly where each rep stands against their goals.
Build personalized gap-to-goal dashboards using Coefficient
Coefficient enables user-specific gap-to-goal dashboards by importing deal data with owner associations and goal targets from HubSpot . You can create dynamic filter cells where inputting specific user IDs or names instantly filters the entire HubSpot dashboard.
How to make it work
Step 1. Import deals with owner associations.
Connect to HubSpot and import your deals data including owner fields, deal amounts, close dates, and goal targets. This creates the foundation for calculating individual performance against goals.
Step 2. Set up dynamic user filtering.
Create a user selection cell (like A1) and point your Coefficient import filter to reference this cell. When you change the user name or ID in A1, the entire dashboard instantly shows only that person’s deals and goal metrics.
Step 3. Build gap-to-goal calculations.
Use spreadsheet formulas to calculate gap-to-goal metrics that auto-populate when new deal data imports. Create formulas like =SUM(deal_amounts)-goal_target to show exactly how much each rep needs to close their gap.
Step 4. Create multiple dashboard tabs.
Set up different tabs for various users while maintaining a single data source. Sales managers can switch between team members’ performance by simply changing a cell value, creating the personalized experience HubSpot can’t provide.
Get the user-specific insights you need
Dynamic user filtering gives you the personalized gap-to-goal analysis that drives better sales performance. Instead of generic team views, you get the individual insights that matter most. Start building your user-specific dashboards today.
