Category: HubSpot

Alternative to sequence folders for tracking sequence performance by campaign in HubSpot dashboards

Sequence folders provide basic organization but fall short for campaign-based performance tracking because they’re not accessible in custom dashboards and don’t support dynamic filtering by campaign attribution.

Here’s a superior alternative that gives you the campaign-based sequence analysis that folders simply can’t deliver.

Create dynamic campaign-based sequence reports using Coefficient

Coefficient offers dynamic campaign grouping that automatically organizes sequences by their associated campaigns. Instead of static folders, you get flexible categorizations that update automatically and integrate seamlessly with dashboard reporting.

How to make it work

Step 1. Import sequence and campaign data.

Pull sequence enrollment data along with contact campaign associations from HubSpot . This creates the foundation for dynamic categorizations that sequence folders can’t provide.

Step 2. Build custom dashboard views.

Create fully customizable dashboards in your spreadsheet that display sequence performance metrics grouped by campaign, real-time reply rates, campaign ROI calculations, and heat maps showing which sequences perform best with specific campaigns.

Step 3. Set up automated organization.

Use filtering capabilities to automatically categorize sequences based on campaign attribution of enrolled contacts, time period of campaign interaction, and lead source patterns. Apply up to 25 filters with AND/OR logic for sophisticated views.

Step 4. Create advanced filtering options.

Build dynamic reports that show sequences with >20% reply rate from specific campaigns, cross-campaign performance comparisons, and multi-touch attribution analysis. Point filters to spreadsheet cells for real-time campaign selection.

Step 5. Schedule automated reporting.

Set up reports that refresh hourly or daily from HubSpot , providing up-to-date sequence performance by campaign metrics without manual updates.

Move beyond static sequence folders

This approach replaces the limited functionality of sequence folders with dashboard-compatible reports that offer far more analytical power than HubSpot’s native tools allow. Get started with dynamic sequence-campaign reporting today.

Automate company-filtered HubSpot financial reports for non-CRM users

You can automate company-filtered HubSpot financial reports for non-CRM users by setting up scheduled imports with company-specific filtering and automated calculations that deliver professional reports without requiring HubSpot access.

This solution transforms manual HubSpot reporting into a fully automated system that serves non-CRM users with professional, secure financial reports while maintaining complete data isolation.

Build automated financial reporting using Coefficient

Coefficient’s automation capabilities are specifically designed for this scenario, enabling automated client reports without requiring HubSpot access for end users. You can set up scheduled imports with company-specific filtering, use dynamic filtering with spreadsheet cells, and implement Formula Auto Fill Down for automatic calculations.

How to make it work

Step 1. Configure automated import architecture and filtering.

Set up scheduled imports (hourly, daily, or weekly) with company-specific filtering to isolate relevant data. Use dynamic filtering that references spreadsheet cells to define which companies each report should include. Configure Formula Auto Fill Down to automatically calculate financial metrics as new data arrives.

Step 2. Build comprehensive financial report automation.

Set up automated calculation of monthly and quarterly revenue with growth rates and profitability metrics including margin analysis and fee structure optimization. Configure cash flow tracking with payment collection rates and accounts receivable aging. Implement performance benchmarks with automated comparison against historical performance.

Step 3. Implement advanced automation and distribution features.

Configure conditional processing to generate reports only when specific conditions are met and set up multi-client management to automate reports for multiple companies simultaneously. Implement data validation with automated checks for accuracy and completeness, plus exception handling with alerts for missing data or calculation errors.

Launch fully automated financial reporting

This creates a scalable system that eliminates expensive CRM licenses while providing professional, secure financial reports with complete data isolation and audit trails. Non-CRM users receive executive-ready reports automatically without training requirements. Automate your HubSpot financial reporting today.

Automate form data export to spreadsheet for sales team access

You can automate form data exports from HubSpot to shared spreadsheets, giving your sales team instant access to fresh leads. This eliminates manual data transfers and ensures everyone works with the same updated information.

Here’s how to set up automated exports with team collaboration features that keep your sales process running smoothly.

Create automated exports with built-in team collaboration using Coefficient

Coefficient excels at automating form data exports while providing seamless sales team access through shared spreadsheets. Team members see the latest form data after each scheduled refresh, and you can set up automated alerts for new submissions.

How to make it work

Step 1. Create a dedicated Google Sheet for form submission data.

Set up a new Google Sheet specifically for your sales team’s form data. This becomes your central hub where automated imports will deliver fresh submissions on your chosen schedule.

Step 2. Configure Coefficient to import HubSpot form data with sales-relevant fields.

Connect Coefficient to HubSpot and create an import targeting form submissions through the Contacts object. Select fields your sales team needs: name, email, company, phone number, form name, submission date, and any custom properties that help with lead qualification.

Step 3. Schedule weekly automatic refreshes.

Set up weekly scheduled imports in Coefficient’s Import Settings. Choose a day and time that works for your sales team’s workflow, like Monday mornings before team meetings or Friday afternoons for week-end planning.

Step 4. Share the sheet with sales team members.

Use Google Sheets’ sharing settings to give appropriate team members view or edit access. Sales reps can filter data by territory, product interest, or other criteria to focus on their assigned leads.

Step 5. Configure alerts for new submissions and important changes.

Set up Slack or email notifications through Coefficient to alert the team when new high-value submissions arrive. You can create conditional alerts based on company size, product interest, or other qualifying factors.

Transform your sales team’s data access

Automated form exports with team collaboration features eliminate data silos and ensure your sales team can act quickly on fresh leads. Get started with automated exports that keep your entire team aligned and productive.

Automate weekly form data transfer to spreadsheet for team collaboration

You can automate the entire form data transfer process from HubSpot to shared spreadsheets, enabling seamless weekly updates and real-time team collaboration. This eliminates manual data transfers while creating a collaborative workspace for your entire team.

Here’s how to set up automated weekly transfers with collaboration features that keep your team aligned and productive.

Transform team collaboration with automated weekly data transfers using Coefficient

Coefficient transforms team collaboration by automating the entire form data transfer process from HubSpot to shared spreadsheets. Data arrives formatted and ready for collaborative analysis, with multi-user access and preserved team discussions through updates.

How to make it work

Step 1. Create a shared Google Sheets workspace for form data.

Set up a new Google Sheet that will serve as your team’s collaborative workspace. This becomes the central location where automated form data arrives and team members can analyze, discuss, and act on fresh submissions.

Step 2. Configure Coefficient to import form submissions weekly.

Connect Coefficient to HubSpot and create an import for form submission data through the Contacts object. Set up weekly scheduling in Import Settings, choosing a day and time that aligns with your team’s workflow and meeting schedule.

Step 3. Design collaborative views for different team roles.

Create multiple tabs within your sheet: an overview dashboard for managers, a detailed submission list for sales reps, and an analytics tab for performance tracking. Each view serves different team needs while working from the same underlying data.

Step 4. Set up team notifications for new data arrivals.

Configure Slack or email alerts through Coefficient to notify team members when fresh form data arrives. You can create role-specific notifications, alerting sales reps about new leads and managers about volume changes.

Step 5. Enable collaborative features like shared filters and dynamic assignments.

Set up shared filters that team members can use to view data by territory, product interest, or lead quality. Create formulas that auto-calculate lead routing based on predefined criteria, ensuring fair distribution of new opportunities.

Enable seamless team collaboration

Automated weekly form data transfers create a foundation for effective team collaboration while eliminating manual data management tasks. Start automating your team’s data workflow to improve collaboration and response times to new opportunities.

Automated reporting for most popular content leading to conversions by campaign

HubSpot’s content analytics and attribution reporting operate in silos, making it difficult to automatically identify which content pieces drive the most conversions within specific campaigns. Manual analysis is typically required to connect content performance to campaign outcomes.

Here’s how to automate the entire content-to-conversion reporting process with intelligent data connections and scheduled workflows.

Automate content conversion reporting using Coefficient

The solution involves creating automated data collection pipelines that connect content performance to conversion outcomes. Coefficient automates this entire reporting process through intelligent data connections that HubSpot can’t handle natively.

How to make it work

Step 1. Set up automated data collection pipeline.

Schedule hourly imports of content analytics including page views, unique visitors, and average time on page. Pull form submission data with source URL tracking from HubSpot . Import deal data with campaign associations for revenue attribution.

Step 2. Create content popularity scoring algorithm.

Build a popularity score using this formula: (Page Views × 0.3) + (Unique Visitors × 0.3) + (Avg Time on Page × 0.2) + (Form Fills × 0.2). Calculate conversion value using: Form Fills × Average Deal Size × Close Rate. This creates comparable metrics across all content pieces.

Step 3. Build campaign attribution linkage.

Use the hubspot_search formula to match content URLs to campaign tracking codes. Create attribution table linking: Content piece → Form fill → Contact → Deal → Campaign. Build time-based attribution windows (like 30-day lookback) for accurate conversion tracking.

Step 4. Configure automated reporting workflows.

Set up daily scheduled imports at 6 AM for previous day’s data from HubSpot . Configure weekly summary emails highlighting top 10 converting content pieces. Create Slack alerts for content exceeding conversion benchmarks or showing unusual performance patterns.

Step 5. Build dynamic report generation.

Auto-generate weekly reports showing top content by conversions per campaign, content ROI rankings (Revenue generated / Content cost), trending content performance week-over-week, and underperforming content requiring optimization.

Step 6. Set up advanced automation features.

Use Formula Auto Fill Down for new content pieces added to campaigns. Create conditional formatting for performance thresholds. Set up anomaly detection alerts for sudden performance changes. Build content recommendation engine based on historical performance data.

Unlock automated content insights

Automated content conversion reporting eliminates manual analysis while providing continuous insights into what content actually drives results. This system reveals content performance patterns that manual reporting simply can’t capture consistently. Start automating your content reporting today.

Automated way to capture daily snapshots of HubSpot coverage ratios

HubSpot lacks native historical tracking for coverage ratios, making it impossible to see how your pipeline coverage changes over time without manual daily exports.

Here’s how to set up completely automated daily coverage ratio snapshots that build historical data without any manual intervention.

Automate daily coverage snapshots using Coefficient

Coefficient’s Snapshots feature is specifically designed for this use case, providing forecast coverage automation that HubSpot lacks natively in HubSpot spreadsheets.

How to make it work

Step 1. Create coverage ratio import.

Import HubSpot deals filtered by current quarter and relevant stages. Include fields like deal amount, probability, owner, and close date. Add quota information to adjacent columns for ratio calculations.

Step 2. Build coverage calculations.

Create a summary section calculating total weighted pipeline using formulas like (Deal Amount × Probability). Add coverage ratio formulas using (Weighted Pipeline ÷ Quota) × 100, and include breakdowns by rep, team, or pipeline stage.

Step 3. Configure daily snapshots.

In the Coefficient sidebar, select your coverage ratio summary range and choose “Create Snapshot.” Set the schedule to Daily and select capture time like 6 AM to capture end-of-day values. Choose whether to append rows or create new tabs.

Step 4. Set snapshot configuration options.

Use Append Mode to add new rows daily with timestamp and coverage values, Tab Mode to create dated tabs for full pipeline detail preservation, or Cell Range to capture only key metrics or entire import data.

Step 5. Enable automated alerting.

Set Coefficient alerts for coverage drops below thresholds and configure Slack or email notifications for daily coverage updates. This ensures you’re notified of significant changes without checking manually.

Build your automated coverage system

This creates a self-maintaining coverage ratio monitoring system that builds historical data automatically, solving HubSpot’s lack of native historical tracking. Start capturing your daily coverage snapshots today.

Automating HubSpot pipeline exports for weekly forecasting in spreadsheets

Manual pipeline exports for weekly forecasting waste valuable selling time and leave you working with outdated data. Every week, the same routine: download, format, calculate, repeat.

Here’s how to completely automate this process and transform your spreadsheet into a live forecasting dashboard.

Eliminate manual exports with automated pipeline connections using Coefficient

Coefficient creates a direct pipeline between HubSpot and your spreadsheet, automatically updating your forecast data without any manual work. Your forecasting spreadsheet becomes a live dashboard connected to your CRM.

How to make it work

Step 1. Set up your one-time HubSpot connection.

Install Coefficient and connect your HubSpot account. Select the Deals object and choose all forecasting fields: Stage, Amount, Close Date, Probability, Owner, and Product Line. This replaces all future manual exports.

Step 2. Configure smart filters for forecasting accuracy.

Apply filters that match your forecasting criteria: Deal Stage NOT IN “Closed Won, Closed Lost”, Close Date >= TODAY(), and Pipeline = “Sales Pipeline”. Point these filters to spreadsheet cells for dynamic filtering that you can adjust without editing the import.

Step 3. Schedule automatic refreshes based on your needs.

Set your import to refresh daily at 8 AM for real-time accuracy, weekly on Monday mornings for forecast meetings, or hourly during high-velocity periods like end-of-quarter pushes.

Step 4. Build automated forecast calculations.

With data flowing automatically, create formulas for weighted pipeline by stage probability, expected revenue by close date, rep quotas vs. pipeline coverage, and win rate trends. For example:for weighted forecasts.

Step 5. Create historical snapshots for trend analysis.

Use Coefficient’s Snapshots feature to automatically capture your pipeline state weekly. This builds a historical dataset for improving forecast accuracy and tracking pipeline velocity over time.

Step 6. Enable intelligent notifications.

Configure alerts for new deals entering your forecast period, large deals moving stages, or total pipeline dropping below thresholds. Get notified via Slack or email when your forecast changes significantly.

Transform weekly forecasting from manual chore to automated intelligence

Automated pipeline exports give you back hours each week while providing more accurate, timely insights than manual processes ever could. Your forecasts update themselves, and you can focus on selling instead of data management. Start automating your pipeline exports today.

Build automated client revenue dashboards using HubSpot company associations

You can build automated client revenue dashboards using HubSpot company associations by leveraging association handling and scheduling capabilities to create comprehensive, self-updating reports that maintain data security.

These dashboards update automatically without manual intervention while providing clients with real-time revenue insights in a familiar spreadsheet format.

Create self-updating revenue dashboards using Coefficient

Coefficient’s association handling and scheduling capabilities make it ideal for automated client revenue dashboards. The solution leverages HubSpot company associations to pull revenue data across deals, payments, and subscription objects linked to specific companies with automated refresh schedules.

How to make it work

Step 1. Set up multi-object data imports with company associations.

Import companies with associated deals, contacts, and line items using Coefficient’s association management features. Configure the system to pull revenue data across deals, payments, and subscription objects linked to specific companies. Schedule imports to update hourly, daily, or weekly based on client needs.

Step 2. Build dynamic revenue calculations and dashboard components.

Use spreadsheet formulas to calculate MRR, ARR, churn rates, and growth metrics that update automatically with new data. Create dashboard components including revenue tracking with year-over-year comparisons, deal pipeline analysis, payment link performance, and customer lifetime value calculations.

Step 3. Implement automation features and client access.

Set up scheduled exports to push dashboard summaries back to HubSpot custom properties and configure automated notifications for revenue milestones or anomalies. Use the Snapshot feature to preserve monthly dashboard states for trend analysis while maintaining granular permissions so each client sees only their company’s data.

Deploy professional automated reporting

This creates a professional, automated client reporting system that maintains data security while providing comprehensive revenue insights. Clients get real-time access to familiar spreadsheet dashboards that update without manual intervention. Build your automated revenue dashboard system today.

Building a coverage ratio trend dashboard without manual data exports

Manual data exports are time-consuming and prone to inconsistency. Most sales teams struggle to maintain regular coverage ratio tracking because of the manual effort required.

Here’s how to eliminate manual exports and build an automated coverage ratio dashboard that updates itself and maintains historical trends.

Automate your entire coverage dashboard using Coefficient

Coefficient eliminates this friction by automating the entire pipeline from HubSpot to your coverage ratio dashboard in HubSpot spreadsheets, providing real-time updates and historical tracking.

How to make it work

Step 1. Automate data flow.

Connect HubSpot to your spreadsheet through Coefficient and import deals with automatic hourly or daily refreshes. Pull associated data like deal owner, team, and pipeline stage without any manual CSV exports or copy-paste operations.

Step 2. Design dashboard layout.

Create sections for current metrics with live coverage ratios that update automatically, historical trends with charts showing coverage over time, rep performance with individual contributor coverage breakdowns, and pipeline stage analysis showing coverage by deal stage.

Step 3. Implement key calculations.

Build formulas for overall coverage ratio using Weighted Pipeline divided by Total Quota, time-based coverage for this week versus last week comparisons, velocity metrics showing how coverage changes throughout the quarter, and risk indicators calculating deals needed to hit target coverage.

Step 4. Enable historical tracking.

Configure Snapshots to capture dashboard metrics daily, building trend lines that show coverage patterns and identify seasonal variations and degradation patterns over time.

Step 5. Add interactive elements and automation.

Use cell references for dynamic date ranges, create dropdown filters for team or rep selection, and implement conditional formatting for at-risk coverage levels. Set up scheduled refreshes, Formula Auto Fill Down for growing data, and email or Slack alerts for significant changes.

Transform your coverage tracking process

This approach transforms a manual, error-prone process into an automated coverage ratio monitoring system that updates itself and maintains historical context. Start building your automated dashboard today.

Building budget vs closed deal amount tracking for marketing campaigns across multiple business units

HubSpot lacks native budget tracking capabilities within campaigns, making it impossible to directly compare budget allocation against closed deal revenue. This limitation becomes particularly challenging when you need to track performance across multiple business units with different budget structures.

Here’s how to build a comprehensive budget vs revenue tracking system that connects campaign spend to actual closed deals.

Create automated budget vs revenue tracking using Coefficient

The solution involves combining custom budget management with deal attribution data to calculate true campaign ROI. Coefficient enables you to maintain budget tracking alongside live deal data, creating real-time visibility into campaign performance across business units.

How to make it work

Step 1. Create a custom budget management structure.

Build a budget tracking sheet with columns for Campaign ID, Business Unit, Allocated Budget, and Spend to Date. Use scheduled export features to push budget data back to HubSpot as custom campaign properties. Maintain budget history with snapshots for variance analysis over time.

Step 2. Import deal attribution data with campaign associations.

Configure imports to pull deals with associated campaign information including deal amount, close date, associated campaign, and pipeline stage. Use Row Expanded display for deals with multiple campaign touches to capture full attribution data.

Step 3. Set up cross-object data joining.

Pull campaign data with your custom budget fields and import associated deals using the hubspot_search formula with campaign ID filters. Calculate total closed deal revenue per campaign using SUMIF formulas that aggregate all deals attributed to each campaign.

Step 4. Build real-time budget utilization tracking.

Set up scheduled refreshes (hourly or daily) to maintain current budget vs actual views. Create conditional formatting to highlight campaigns exceeding budget thresholds. Configure Slack alerts when budget utilization reaches 75%, 90%, or 100%.

Step 5. Create multi-business unit aggregation.

Use filter groups to separate imports by business unit (like DDH, CMSSP, O142). Create summary pivot tables showing budget efficiency by unit. Calculate ROI metrics using this formula: (Closed Deal Revenue – Campaign Spend) / Campaign Spend.

Step 6. Configure automated reporting and alerts.

Set up automated alerts for budget overruns or high-performing campaigns. Create weekly reports showing budget utilization and ROI by business unit. Use HubSpot data to keep everything current without manual updates.

Transform your campaign budget management

Connecting campaign budgets to actual closed deal revenue gives you the insights needed to optimize marketing spend across business units. This automated approach eliminates manual tracking while providing real-time visibility into campaign ROI. Start building your budget tracking system today.