)
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 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.
