)
Written by
Table of Contents
“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 sales reporting consumes 2-4 hours weekly between CRM exports, data manipulation, report creation, and distribution. This time adds up to entire days lost to administrative work instead of selling.
You’ll learn how to automate the complete reporting pipeline so your team gets consistent, timely insights without any manual intervention.
Automate your entire reporting workflow using Coefficient
Coefficient transforms manual reporting into a fully automated system. Data imports happen on schedule, calculations update automatically, and reports distribute themselves to your team exactly when needed.
How to make it work
Step 1. Set up automated data imports.
Connect your CRM (HubSpot or Salesforce) to Google Sheets and configure scheduled imports. Set deals data to refresh daily or hourly, apply filters for relevant time periods, and use the “Append New Data” feature to maintain historical records while adding new information automatically.
Step 2. Build self-updating calculations.
Create formulas that automatically recalculate when new data arrives. Use pivot tables for rep performance summaries, ranking formulas for leaderboards, and conditional formatting for visual indicators. Enable “Auto Fill Down” so formulas copy to new rows automatically.
Step 3. Configure automated distribution.
Set up multiple alert schedules for different report types: daily activity summaries, weekly performance leaderboards, and monthly quota tracking. Use “Specific Range Screenshots” to send exactly the right information to each audience without overwhelming them.
Step 4. Add intelligent triggers.
Beyond scheduled reports, set up alerts for significant changes like pipeline drops, quota milestones, or new high-value opportunities. These proactive notifications keep your team informed of important developments as they happen.
Reclaim hours for revenue-generating activities
Automated reporting doesn’t just save time—it improves data accuracy, ensures consistency, and gives your team real-time insights instead of week-old snapshots. Start automating your sales reports today.
