How to restore original deal data after sandbox manipulation for forecast modeling

using Coefficient excel Add-in (500k+ users)

Restore original HubSpot deal data after sandbox manipulation using multiple recovery methods including live refreshes and historical snapshots.

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After extensive sandbox manipulation and scenario testing, you need reliable ways to restore your original deal data without losing your experimental work. Manual restoration is risky and time-consuming.

Here’s how to implement multiple restoration pathways that ensure you never lose access to original data while preserving your modeling work.

Implement flexible data restoration using Coefficient

Coefficient ‘s architecture provides multiple restoration methods through live connections, snapshots, and hybrid approaches. You get complete flexibility in forecast modeling while maintaining constant access to source data truth.

How to make it work

Step 1. Use primary restoration through live connection.

Click the refresh button on your Coefficient import to pull the latest HubSpot data. All sandbox manipulations are overwritten with current values while maintaining all field mappings and configurations. No manual export/import required.

Step 2. Set up selective restoration for partial resets.

Create separate Coefficient imports for different deal subsets, refresh only specific segments while preserving others, and use cell references to selectively pull original values. This maintains manipulation history in separate columns.

Step 3. Implement snapshot recovery capabilities.

Utilize Coefficient’s snapshot feature to access any previously saved snapshot, copy original values from snapshot tabs, and compare current manipulations to various baselines. Snapshots preserve all versions without risk of losing work.

Step 4. Create a hybrid approach for maximum flexibility.

Structure your data with live Coefficient import in columns A-F (refreshable), sandbox manipulations in columns G-L (preserved), and toggle formulas like =IF($M$1=”Original”, A2, G2) to switch between original and adjusted values instantly.

Maintain data integrity with flexible recovery

This multi-layered approach ensures complete flexibility in forecast modeling while maintaining constant access to source data truth, eliminating the risk and complexity of manual data management. Start building your restoration system today.

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