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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.”
HubSpot lacks native functionality to effectively cross-reference lost deal reasons with geographic data, making it impossible to understand why deals are lost in specific regions or countries.
Here’s how to build comprehensive geographic loss analysis that reveals regional patterns in why you’re losing deals and where to focus your sales strategy improvements.
Build geographic lost deal analysis using Coefficient
Coefficient enables comprehensive geographic loss analysis that HubSpot’s reporting limitations prevent. You can cross-reference loss patterns with geographic data to identify regional trends and HubSpot optimization opportunities.
How to make it work
Step 1. Import geographic deal data with loss reasons.
Pull HubSpot deals with deal outcome, lost reason, and geographic information from associated companies or contacts. Include fields like country, state, region, and any custom geographic territories you’ve defined.
Step 2. Create geographic segments for analysis.
Use spreadsheet functions to group deals by country, region, state, or custom geographic territories. Create dynamic geographic categories that can be easily adjusted as your market coverage changes.
Step 3. Build cross-referenced loss pattern analysis.
Build pivot tables showing the most common loss reasons by geographic area. Calculate which regions have higher loss rates for specific reasons like pricing, competition, or timing using formulas like =COUNTIFS(Geography,”Europe”,LossReason,”Pricing”)/COUNTIFS(Geography,”Europe”).
Step 4. Set up automated geographic loss alerts.
Identify regional trends and set up notifications when loss patterns emerge in specific territories. For example, get alerts when “Budget” becomes the top loss reason in a particular region or when competitive losses spike in certain markets.
Optimize your regional sales strategy
This geographic loss analysis reveals patterns like pricing being the top loss reason in Europe versus competition in North America, helping you tailor regional sales approaches. Start tracking geographic loss patterns to improve your regional sales performance.
