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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.”
The most effective alternative to repetitive dashboard creation is reusable Google Sheets templates connected to live HubSpot data. This eliminates rebuilding dashboards in each client portal while maintaining real-time data accuracy and consistent reporting structure.
Here’s how to build once and deploy across unlimited client accounts.
Create scalable client reporting with Coefficient templates
Coefficient enables template standardization where you build one master reporting structure and connect it to different client HubSpot portals automatically. Each client gets identical analysis and formatting with their specific data.
How to make it work
Step 1. Design your master template structure.
Create a comprehensive Google Sheets template with sections for key metrics, pipeline analysis, and performance summaries. Include branded formatting, calculation formulas, and space for commentary that works across all client types.
Step 2. Set up dynamic portal connections.
Use Coefficient’s Connected Sources feature to manage multiple HubSpot portal connections. Name each connection clearly (Client A – HubSpot, Client B – HubSpot) for easy identification and switching.
Step 3. Configure automated data population.
Set up imports to pull contacts, deals, companies, and custom objects from each client’s portal. Use dynamic filtering that references spreadsheet cells to easily switch between client-specific views without rebuilding reports.
Step 4. Deploy templates for new clients.
For each new client, duplicate the master template (5 minutes), add their HubSpot portal connection (2 minutes), update filter criteria (3 minutes), and customize branding (10 minutes). Total setup: 20 minutes versus 4-6 hours of native dashboard recreation.
Step 5. Enable cross-client analysis.
Create anonymous benchmarking reports that compare performance across your client base. This provides valuable insights while maintaining client confidentiality.
Scale your reporting efficiently
Template-based reporting reduces new client setup time by 95% while ensuring consistent, professional deliverables across all accounts. Start building your reusable client reporting system today.
