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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.”
Manual CSV exports from Salesforce eat up valuable time that could be spent analyzing your pipeline instead of updating spreadsheets. You need your Google Sheets dashboard to show current pipeline data without the daily download-and-upload routine.
Here’s how to set up automated daily refreshes that keep your pipeline data current without any manual intervention.
Set up automated Salesforce pipeline imports using Coefficient
Coefficient connects your Salesforce pipeline directly to Google Sheets and refreshes the data automatically on your schedule. This eliminates manual exports while preserving all your custom formulas and calculations.
How to make it work
Step 1. Install Coefficient and connect to Salesforce.
Install Coefficient from the Google Workspace Marketplace. Open the Coefficient sidebar in your Google Sheet and connect to your Salesforce org. The connection uses your existing Salesforce permissions, so you’ll see the same data you normally access.
Step 2. Import your pipeline data.
Choose “Import from Report” to use an existing Salesforce pipeline report, or select “Import from Objects & Fields” to build a custom view. Include all the fields you need: Stage, Close Date, Amount, Probability, and Owner. Coefficient imports without row limits, unlike Salesforce’s 2,000-row UI restriction.
Step 3. Schedule daily automatic refreshes.
In your import settings, click “Schedule refresh” and select “Daily.” Choose your preferred time (like 6 AM before your team starts). Enable “Refresh All” if you have multiple pipeline views to update simultaneously. The refresh runs automatically based on your timezone.
Step 4. Set up pipeline tracking features.
Use Coefficient’s Snapshots feature to capture daily pipeline states for trend analysis. Apply dynamic filters that reference cells for flexible pipeline segmentation by rep, region, or product. Your formulas for win rates and pipeline velocity calculations stay intact during each refresh.
Transform static reports into dynamic dashboards
Automated pipeline refreshes give your team immediate access to current data every morning without manual work. Start your free trial and set up your first automated pipeline refresh in under 10 minutes.
