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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.”
Yes, there is an AI tool that functions as your personal data analyst within Google Sheets. Unlike traditional business intelligence tools that require separate platforms and technical expertise, this solution brings enterprise-level analysis directly into your familiar spreadsheet environment.
Here’s how to get a dedicated AI analyst that understands sales terminology and provides instant insights from your CRM data.
Get your personal AI data analyst with Coefficient’s AI Sheets Assistant
Coefficient’s AI Sheets Assistant acts exactly like briefing a human analyst. Connect your Salesforce or HubSpot data and ask questions like “What are my top performing sales reps this quarter?” or “Which products have the highest margin but lowest volume?” The AI understands context and sales terminology, providing answers in seconds.
How to make it work
Step 1. Connect your live CRM data.
Install Coefficient and connect your Salesforce or HubSpot account. Import your complete sales data including opportunities, contacts, activities, and custom fields. Set up automatic refresh so the AI analyzes current information, not outdated exports.
Step 2. Ask natural language questions for instant analysis.
Use the AI like you would brief a human analyst: “Analyze win/loss reasons by competitor” or “Find correlations between deal size and sales cycle length.” The AI performs trend analysis, segmentation, forecasting, and anomaly detection automatically.
Step 3. Get visual insights and recommendations.
The AI creates professional charts, executive-ready dashboards, and narrative insights explaining what the data means. It provides specific recommendations for action, not just numbers and graphs.
Step 4. Set up automated daily briefings.
Create morning routines where the AI tells you “what needs attention today” – deals at risk, reps below quota pace, territories showing unusual activity, and specific recommendations for each issue.
Get enterprise-grade analysis with spreadsheet simplicity
This isn’t just automation – it’s augmentation. The AI enhances your analytical capabilities, allowing sales teams to make data-driven decisions without data science degrees. Start analyzing with your AI data analyst today.
