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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.”
Manual pipeline exports for weekly forecasting waste valuable selling time and leave you working with outdated data.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.
