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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.”
Agencies should supplement native HubSpot reporting with third-party tools when managing multiple clients or creating professional deliverables. While HubSpot dashboards work for internal monitoring, they fall short for branded client reports and cross-portal analysis.
Here’s when third-party tools become essential and how they deliver better ROI than native reporting alone.
Enhance HubSpot reporting with Coefficient for agencies
Coefficient addresses HubSpot’s limitations by enabling template reusability across client portals, advanced calculations, and professional presentation formats. This combination delivers better client results while reducing operational overhead.
How to make it work
Step 1. Identify when third-party tools are necessary.
Use supplemental tools when managing 5+ client portals, requiring custom branding, performing advanced calculations beyond HubSpot’s capabilities, or serving non-technical stakeholders who need accessible reports.
Step 2. Create reusable templates across client portals.
Build one master reporting template in Google Sheets that connects to multiple HubSpot instances. This eliminates rebuilding dashboards for each client while maintaining consistent analysis and branding.
Step 3. Perform advanced analysis impossible in HubSpot.
Calculate complex metrics like customer lifetime value trends, multi-touch attribution modeling, and custom scoring using spreadsheet formulas. Combine HubSpot data with Google Analytics, advertising platforms, and other sources for comprehensive insights.
Step 4. Generate professional client deliverables.
Create polished, branded reports with executive summaries, commentary, and context that HubSpot dashboards can’t provide. Schedule automated report generation and distribution without manual intervention.
Step 5. Calculate the ROI of third-party tools.
While native HubSpot reporting appears “free,” hidden costs include 6-10 hours weekly per client for manual report creation, inconsistent reporting quality, and inability to demonstrate sophisticated analysis capabilities.
Invest in tools that scale your agency
Third-party reporting tools typically pay for themselves within 2-3 months through time savings while enabling higher-value client deliverables that support premium pricing. Start building scalable agency reporting today.
