How to calculate pipeline coverage for a report?

[darveesh]

Any one know how to make a pipeline coverage report?  it requires access to the deals and goals data sources.  The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report.  The Single Object report can access Goals but we need the deal pipeline value.  And the custom report and datasets (for whatever reason) do not give access to Goals.  What can I do?

Forecast:

Custom Report:

Single Object Report:

Dataset:

[danmoyle]

Hey there @darveesh. Since HubSpot doesn't natively support a single report combining deals and goals data sources for direct pipeline coverage calculation outside the Forecast tool, would it work to use Sales Hub analytics reports like "Quota attainment" for closed revenue vs. goals and "Weighted pipeline forecast"? Or maybe "Forecast category" for pipeline values, then manually compare in a dashboard?

You could also maybe create separate single-object reports (one for open deal pipeline sum {filter open deals by close date} and one for goals) then combine visuals on a dashboard. Not super simple and in one report, but dashboards can help tell fuller stories of your data. 

Another option I found is to build a custom dataset from Deals only, summing open deal amounts as pipeline value. You'd need to create a calculated property for gap-to-goal if using a fixed quota (hardcode or use a user/team property), then divide: pipeline / gap. Note: dynamic Goals access remains unavailable in datasets/custom reports.

You also have some native HubSpot options in Sales Analytics. Again, may not be perfect, but might get you what you're looking for. You'ss want to go to the pre-built reports in Reporting > Reports > Sales. Then:

• Weighted pipeline forecast: Multiplies deal amounts by stage probabilities.
• Quota attainment: Closed revenue against goals (add via Filters > Goal).
• These provide near-coverage insights without full goals-pipeline join.

Hopefully that helps get some more inspiration for the full solution for you! 

[RubenBurdin · Accepted solution]

Hi @darveesh ,

You've hit one of those frustrating gaps in HubSpot's reporting architecture. You're right that the Forecast page calculates coverage perfectly, but Goals as a data source is basically isolated from the rest of the reporting infrastructure. Single Object reports can access Goals but cant join other objects to it, and Custom Reports plus Datasets simply dont expose Goals at all. Its been requested on the Ideas forum multiple times but as of 2025 theres still no native way to combine Goals and Deals in one report.

The workaround most teams use is manual or semi manual. You can export your goal values to a Google Sheet, pull your pipeline totals from a deal report, and calculate coverage there. Some folks create a custom property on a Company or Contact record to store the goal amount and then reference that in deal reports, but it gets messy fast and you lose the connection to HubSpot's actual Goals feature. Another option if you have Operations Hub is to use a scheduled workflow that calculates coverage and writes it to a custom property somewhere, though keeping it updated in real time is tricky

If you need this kind of cross object calculation reliably, the cleaner path is syncing your HubSpot data to an external database where you can write whatever queries you want. Tools like Stacksync let you keep deals and goals data in sync with a Postgres or similar database, and then calculating coverage becomes a simple SQL join that updates in real time. We've seen teams build dashboards in Metabase or Looker on top of that which give them exactly what HubSpot's native reporting cant.

Would be curious if you find another native workaround but from what I've tested, this is one of those areas where HubSpot just hasnt connected the dots yet. Note: This response was written based on my own experience and lightly reformatted with AI for clarity.

Hope that helps point you somewhere

[darveesh]

Hi Ruben. Thank you for the detail reply.  I may look into a workflow solution that calculates one of the properties so I can use it.  I am definitely not going the export/manual route.  Most likey I'll just tell management that Hubspot doesn't let me calculate coverage ratio.  Something to think about renewal time.  Thank you for the input! 

[BérangèreL]

Hi @darveesh and great question, thanks for asking the HubSpot Community!

I’d be delighted to connect you with our top experts who have extensive experience in reporting: Hi @Josh, @karstenkoehler and @danmoyle do you have any tips to help @darveesh, please?

Thanks so much and have a fantastic day!
Bérangère