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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.”
You can generate company-level HubSpot reports with restricted data visibility by creating true company-level data isolation that prevents users from accessing unauthorized information while maintaining professional reporting capabilities.
This approach transforms HubSpot’s broad data access model into a secure, restricted reporting system suitable for external stakeholders and sensitive company-specific metrics.
Implement true data isolation using Coefficient
Coefficient directly addresses HubSpot’s limitation in providing restricted data visibility by creating complete company-level data isolation. Native HubSpot lacks granular company-level permission controls, and view-only access still allows navigation to unauthorized data, but Coefficient provides granular filtering and dynamic access control.
How to make it work
Step 1. Configure granular filtering and access controls.
Use up to 25 filters across 5 filter groups to isolate specific company data completely. Point filters to spreadsheet cells containing authorized company IDs for dynamic access control. Control which related objects (contacts, deals, tickets) are visible per company and choose specific HubSpot fields to import while hiding sensitive information.
Step 2. Implement advanced search and conditional filtering.
Use the HubSpot Search Formula like =hubspot_search(“deals”, “Company_Name=AuthorizedCompany”) for precise data retrieval. Apply conditional filtering using spreadsheet logic to show or hide data based on user permissions. Set up automated refresh schedules that maintain current data while preserving restrictions.
Step 3. Establish security features and audit controls.
Create complete data isolation where each company report contains only authorized data, eliminating the need for HubSpot login credentials. Implement audit trails to track report access and modifications through spreadsheet permissions. Use Snapshot Archiving to create historical reports with consistent visibility restrictions for compliance.
Secure your company-level reporting
This solution provides true data isolation and professional presentation without CRM complexity while offering cost-effective reporting that eliminates additional HubSpot licenses. Each stakeholder sees only their authorized company data with automated distribution. Transform your HubSpot reporting permissions today.
