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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 properties can track contact assignments and basic lifecycle stage information, but they can’t calculate conversion rates per sales rep. While you can create custom properties to store contact ownership and stage data, HubSpot lacks the capability to automatically calculate conversion percentages.
Here’s how to build effective conversion rate tracking that provides the insights your sales team actually needs for performance management.
Track conversion rates effectively using Coefficient
Coefficient provides a more effective approach by importing HubSpot contact and property data into spreadsheets where you can calculate conversion rates and track sales rep performance. This gives you the mathematical flexibility needed for accurate lifecycle stage conversion rate tracking while maintaining data visibility within your existing HubSpot workflow commission processes.
How to make it work
Step 1. Import contact assignments and stage data.
Pull contact assignments and lifecycle stage data from HubSpot instead of trying to store conversion rates in properties. Set up scheduled imports to automatically refresh this data and keep conversion rate calculations current.
Step 2. Calculate conversion rates with spreadsheet formulas.
Create calculations that determine what percentage of contacts assigned to each sales rep progressed from “Lead” to “MQL” in any given time period. Use formulas like COUNTIFS to track stage progressions and calculate conversion percentages.
Step 3. Automate data refresh and calculations.
Use scheduled imports to automatically refresh contact and stage data from HubSpot. This ensures conversion rate calculations stay current without manual data updates or property management.
Step 4. Sync calculated rates back to HubSpot.
Use scheduled exports to push calculated conversion rates back to HubSpot as custom properties. This creates a hybrid system where calculations happen in spreadsheets but results are visible in HubSpot for easy access.
Get accurate conversion rate tracking
This approach provides the mathematical capabilities needed for precise conversion rate tracking while maintaining integration with your existing HubSpot processes. Start tracking conversion rates that actually help you understand and optimize your sales team’s performance.
