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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.”
Your CRM platform restricts quota reporting to monthly periods, but you need quarterly performance metrics for strategic planning. Platform limitations like hardcoded monthly periods and lack of cross-period aggregation block the quarterly insights you need.
Here’s how to bypass these platform restrictions and build the quarterly reporting capabilities your business requires.
Bypass platform limitations with external quarterly reporting using Coefficient
Coefficient serves as the ideal workaround by connecting directly to your HubSpot data via API, circumventing monthly reporting restrictions while maintaining data accuracy and real-time connectivity to HubSpot .
How to make it work
Step 1. Connect directly to your CRM data via API.
Bypass your platform’s monthly reporting restrictions by connecting directly to the underlying data through API connections. This maintains data accuracy and real-time connectivity without being limited by the platform’s reporting constraints.
Step 2. Build a flexible quarterly reporting framework.
Create a custom quarterly framework that supports calendar vs. fiscal quarters, custom quarter definitions, mid-quarter performance tracking, and rolling quarterly metrics. This flexibility isn’t available in your restricted platform.
Step 3. Set up automated data synchronization.
Schedule automatic data imports to ensure quarterly reports reflect current platform data without manual intervention or data export processes. Your quarterly reports stay current while your platform continues operating on monthly cycles.
Step 4. Implement advanced calculation capabilities.
Leverage sophisticated quarterly calculations that your platform cannot perform: weighted quota attainment across months, quarter-over-quarter growth analysis, seasonal performance adjustments, and predictive quarterly forecasting.
Step 5. Create flexible reporting and distribution.
Generate quarterly reports in multiple formats and automatically distribute to stakeholders. Use snapshot features to maintain quarterly historical data even as your platform continues operating on monthly cycles.
Maintain your platform investment while getting quarterly insights
This workaround delivers the quarterly quota reporting capabilities your business requires without changing or migrating your existing platform investment. Start building your quarterly reporting workaround today.
