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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.”
While HubSpot contains the raw deal data needed to track customer conversion dates, native reporting tools cannot effectively aggregate deal closed won dates at the company level to determine when companies first became customers.
Here’s how to leverage your existing deal data to create comprehensive customer tracking that works better than the deprecated lifecycle properties ever did.
Transform deal data into accurate company customer tracking
Coefficient solves HubSpot’s reporting limitations by enabling proper deal-to-company aggregation analysis. You can leverage existing deal data to recreate and enhance customer tracking functionality with more accuracy and flexibility than native alternatives.
How to make it work
Step 1. Import companies with associated deal data.
Use Coefficient to import companies with all associated deals from HubSpot , specifically including close dates and deal stages. This gives you comprehensive deal history needed for accurate customer conversion analysis.
Step 2. Create first customer date logic.
Build formulas to identify the earliest “Closed Won” deal date for each company using MIN functions filtered by deal stage. Use formulas like =MIN(IF(company_column=company_name,IF(stage_column=”Closed Won”,date_column))) to determine conversion dates.
Step 3. Implement deal type filtering.
Create logic to distinguish between new business vs. expansion deals, different deal pipelines or types, and deals that qualify as “customer conversion” events. This ensures accuracy in defining what constitutes becoming a customer.
Step 4. Handle multiple pipeline scenarios.
Account for companies with deals in different sales pipelines, validate that only appropriate “won” stages count toward customer status, and manage edge cases like simultaneous deal closures or backdated deals.
Step 5. Build comprehensive reporting capabilities.
Create monthly/quarterly new customer reports, customer conversion velocity analysis, source attribution for first customer deals, and revenue tracking from initial customer conversions using your processed deal data.
Step 6. Choose your integration approach.
Keep all analysis in spreadsheets for maximum flexibility, export calculated customer dates back to HubSpot company properties, or build automated visual reports that update with fresh deal data.
Maximize your existing deal data
This approach leverages your existing deal data to recreate enhanced customer tracking functionality with more accuracy and flexibility than the original lifecycle properties provided. Start building your deal-based customer tracking system today.
