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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.”
Agencies continue manually exporting data because HubSpot dashboards can’t deliver the branded, customizable reports clients expect. Native dashboards lack the flexibility for detailed commentary, multi-source data integration, and professional presentation standards.
Here’s how to eliminate manual exports while creating better client reports that update automatically.
Automate HubSpot to Google Sheets reporting using Coefficient
Coefficient replaces manual data exports with automated imports that refresh on your schedule. Instead of weekly data downloads, set up live connections that pull fresh HubSpot data directly into your reporting templates.
How to make it work
Step 1. Connect HubSpot to your Google Sheets template.
Install Coefficient from the Google Workspace Marketplace and connect your client’s HubSpot portal. Use the sidebar to select objects like contacts, deals, and companies, then apply up to 25 filters to pull only relevant data for each client.
Step 2. Set up automated data refresh schedules.
Configure imports to refresh hourly, daily, or weekly based on client needs. This ensures reports always contain current data without manual intervention. Formula auto-fill applies your calculations to new data automatically.
Step 3. Create reusable templates across client portals.
Build one master template with branded formatting, commentary sections, and analysis formulas. Duplicate this template for new clients and simply connect to their HubSpot portal – no rebuilding required.
Step 4. Add professional formatting and context.
Include executive summaries, metric explanations, and branded elements that HubSpot dashboards can’t support. Combine HubSpot data with other sources like Google Analytics for comprehensive reporting.
Start building automated client reports today
Automated HubSpot reporting saves agencies 70-80% of their manual data work while delivering more professional client deliverables. Try Coefficient to eliminate repetitive exports and focus on strategic analysis instead.
