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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.”
Downloading new case report files every morning wastes time that should be spent solving customer problems. Manual exports create file management headaches and delay your team’s daily standup meetings.
Here’s how to automate daily case metrics reporting so your Excel dashboard updates itself with fresh Salesforce data every morning.
Automate case metrics reporting using Coefficient
Coefficient connects directly to Salesforce Case objects to pull comprehensive metrics automatically. Your Excel workbook becomes a live case dashboard that updates daily without any file downloads or manual data management.
How to make it work
Step 1. Connect to Salesforce Case data.
Import case information directly from Salesforce including Status, Priority, Owner, Created Date, Closed Date, and any custom fields your team uses. Select specific fields that matter for your daily metrics rather than downloading everything.
Step 2. Configure daily morning refresh.
Schedule automatic data pulls for early morning (like 7 AM) to capture overnight case activity before team meetings. The refresh runs in your timezone and updates the same Excel file every day.
Step 3. Build your case metrics dashboard.
Create charts and pivot tables showing cases opened, closed, resolution times by priority, and team workload distribution. Use Excel’s calculation capabilities to build KPIs like average resolution time and SLA compliance rates.
Step 4. Track historical trends with append mode.
Use the “Append New Data” feature to maintain historical case trends while adding new records. This creates a growing dataset perfect for identifying patterns in case volume and team performance over time.
Start your day with current case insights
Automated case metrics eliminate morning data prep work and provide deeper insights than standard Salesforce dashboards. Set up your automated case reporting to focus on solving problems instead of managing files.
