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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 CS space visualization capabilities are severely limited, preventing comprehensive dashboards that combine health scores with other business metrics and restricting how health score data can be displayed.
Here are powerful alternative visualization methods that overcome these CS space restrictions and enable advanced charting capabilities.
Create advanced health score visualizations with spreadsheet environments
Coefficient enables powerful alternative visualization methods by extracting health score data from HubSpot to spreadsheet environments where advanced charting and dashboard creation become possible. This overcomes the timestamp access limitations and visualization restrictions of HubSpot’s CS space.
How to make it work
Step 1. Import health score data with custom field selection.
Use Coefficient’s HubSpot connector to pull health score data along with related customer properties, deal information, and engagement metrics. Set up automated refresh schedules to maintain current data for your visualizations.
Step 2. Build time-series charts and trend analysis.
Create line graphs showing health score trends over time using the timestamp data that HubSpot’s CS space blocks. Use Coefficient’s snapshot feature to preserve historical visualizations for month-over-month comparisons and seasonal analysis.
Step 3. Design heat maps and cohort analysis.
Build customer health score heat maps segmented by industry, deal size, or customer tenure using spreadsheet conditional formatting. Combine health score data with customer acquisition dates to visualize how different customer cohorts’ health evolves over time.
Step 4. Create multi-dimensional dashboards.
Use Coefficient’s association handling to pull related deal data, support tickets, and engagement metrics alongside health scores. Build comprehensive customer views with scatter plots correlating health scores with revenue, waterfall charts showing component changes, and geographic mapping.
Build the dashboards CS space can’t provide
This approach overcomes HubSpot CS space’s visualization restrictions, providing the flexible, comprehensive dashboard capabilities that customer success teams need for strategic decision-making. Start creating advanced health score visualizations that go far beyond CS space limitations.
