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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 native dashboard blocks can’t perform the mathematical operations needed for weighted KPI metrics with custom point values. The platform lacks advanced calculation capabilities for multiplying activity counts by predetermined weight values.
Here’s how to build sophisticated weighted KPI dashboards that automatically update with your latest HubSpot data.
Build weighted KPI calculations using Coefficient
Coefficient bridges the gap between HubSpot’s data and the advanced calculation power of HubSpot spreadsheets. You can pull your activity data, apply complex weighted formulas, and push the results back to HubSpot for dashboard display.
How to make it work
Step 1. Import your HubSpot activity data.
Connect Coefficient to HubSpot and import contact activities, deal stages, or custom objects with their associated counts. Use filters to focus on specific time periods or activity types you want to include in your weighted calculations.
Step 2. Create your weight value reference table.
Build a lookup table in your spreadsheet with point values for each activity type. For example: calls = 5 points, emails = 2 points, meetings = 10 points. This makes it easy to adjust weights without changing formulas.
Step 3. Apply weighted calculation formulas.
Use VLOOKUP or INDEX/MATCH functions to multiply activity counts by their corresponding weight values. Example formula: =VLOOKUP(A2,weight_table,2,FALSE)*B2 where A2 is the activity type and B2 is the count.
Step 4. Build dynamic visual dashboards.
Create charts, gauges, and conditional formatting that automatically update as new data flows in. Use pivot tables to summarize weighted scores by team, time period, or other dimensions.
Step 5. Export calculated scores back to HubSpot.
Push your weighted KPI scores back to HubSpot as custom properties. This lets you display the calculated metrics in native HubSpot dashboard blocks and use them in workflows.
Step 6. Schedule automatic refreshes.
Set up hourly or daily data imports to keep your weighted metrics current. The calculations update automatically, and the results sync back to HubSpot without manual intervention.
Start building weighted KPI dashboards today
This approach gives you the advanced calculation capabilities HubSpot lacks while maintaining seamless integration with your CRM workflows. Get started with Coefficient to build weighted KPI dashboards that actually work.
