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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 reporting assumes linear deal progression and lacks the analytical flexibility to properly report on deals that skip stages, move backwards, or follow complex progression paths. This limitation makes it difficult to understand true sales performance and process effectiveness.
Here’s how to build comprehensive reporting for deals with non-linear progression patterns.
Build sophisticated non-linear progression analysis using Coefficient
Coefficient provides comprehensive non-linear progression reporting by importing HubSpot data into spreadsheets where you can build sophisticated analytical models. This approach captures the full complexity of real sales processes that don’t follow linear paths.
How to make it work
Step 1. Import complete progression data with timestamps.
Pull HubSpot deals with Deal Stage History, timestamps, and associated properties. Field selection allows you to capture the full progression journey including stage entry/exit dates and transition patterns.
Step 2. Create progression path analysis for pattern identification.
Build formulas that map each deal’s unique path through your pipeline. Use =SPLIT(StageHistory, “,”) to break down stage transitions and analyze common non-linear patterns like Stage 1→3→2→4 progressions.
Step 3. Segment deals by progression type for targeted analysis.
Categorize deals based on their progression patterns: Linear progression (1→2→3→4), Stage skipping (1→3→4), Backward movement (1→2→1→3), and Complex patterns (combinations of above). This segmentation reveals different deal behaviors.
Step 4. Calculate pattern-specific metrics for performance comparison.
Develop conversion rates and velocity metrics for each progression type. Track how deals that skip Stage 2 perform compared to linear progressions, revealing insights about sales process optimization opportunities.
Step 5. Build progression visualization for pattern recognition.
Create charts showing common progression paths and their success rates. Use conditional formatting to highlight successful vs. unsuccessful non-linear patterns, identifying which alternate paths lead to closed won deals.
Step 6. Set up automated pattern detection for real-time coaching.
Configure formulas that automatically flag deals following unusual progression patterns, enabling real-time coaching opportunities for sales reps managing complex deals.
Understand true deal behavior beyond linear assumptions
This approach provides deep insights into non-linear deal behavior that’s impossible to achieve with HubSpot’s standard linear reporting framework. Start analyzing complex progression patterns that reveal true sales process effectiveness.
