)
Written by
Table of Contents
“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 custom report builder cannot aggregate multiple deal stages into unified metrics due to formula field limitations, forcing sales teams to work with fragmented data across separate widgets.
Here’s a robust workaround that provides true aggregation capabilities with real-time updates and advanced filtering options.
Import HubSpot data for native spreadsheet aggregation using Coefficient
Coefficient provides a solution by importing HubSpot data into spreadsheets where native aggregation functions are fully available. This eliminates the need for complex HubSpot reporting workarounds while providing enterprise-level capabilities.
How to make it work
Step 1. Create filtered imports for target deal stages.
Set up imports with up to 25 filters using AND/OR logic to include specific deal stages. Apply multi-stage filtering to capture exactly the deal combinations you need for your aggregated metrics.
Step 2. Build aggregation formulas for stage combinations.
Use formulas like =SUMPRODUCT((Stage=”Closed Won”)+(Stage=”Closed Lost”)) for complex stage combinations. Create dynamic aggregations that count, sum, or average across multiple stages in ways HubSpot simply can’t handle.
Step 3. Pull related contact and company data.
Import associated contact and company data alongside deal information for comprehensive stage analysis. This provides context that HubSpot’s limited association handling in reports can’t match.
Step 4. Set up real-time updates with scheduled refreshes.
Configure automatic refreshes to ensure aggregated numbers stay current. Schedule updates from hourly to monthly based on your reporting needs, with data staying synchronized automatically.
Step 5. Create automated alerts for significant changes.
Set up Slack alerts when aggregated numbers change significantly. Use conditional formatting to highlight key metrics and create snapshots to track aggregated metrics over time.
Get enterprise-level aggregation that surpasses native HubSpot functionality
This approach eliminates the need for complex HubSpot reporting workarounds while providing aggregation capabilities that far exceed what the platform offers natively. Start building the unified deal stage metrics your team needs.
