)
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.”
Automating monthly metrics reports eliminates the repetitive manual work that typically consumes days at month-end, transforming a 16-24 hour monthly task into a 30-minute review process.
You’ll learn how to create a completely hands-off monthly reporting system that delivers consistent, accurate performance metrics to management without manual intervention.
Build fully automated monthly reporting using Coefficient
Coefficient excels at monthly metrics automation by combining scheduled data imports with automated alerts and snapshots. You can create a complete hands-off system that pulls data from HubSpot and other sources, performs calculations, and distributes reports automatically each month.
How to make it work
Step 1. Configure automated data collection.
Schedule imports for the 1st of each month at 12:01 AM to pull prior month’s complete data from all connected sources. Use date-based dynamic filters like “Date = LAST_MONTH()” to automatically capture the correct time period, and set up multiple data source connections for comprehensive monthly reporting.
Step 2. Structure your automated report template.
Create separate tabs for Executive Summary with auto-calculated KPIs, Sales Performance metrics from your CRM, Financial Dashboard from accounting systems, Operational KPIs from project management tools, and Historical Trends using the Snapshots feature for month-over-month comparisons.
Step 3. Build automated calculations and insights.
Set up formulas for month-over-month growth percentages, quarterly rolling averages, year-to-date accumulations, and variance analysis against budgets. Create dynamic commentary using formulas like =IF(B2>B1,”Revenue increased by “&TEXT((B2-B1)/B1,”0%”)&” this month”,”Revenue decreased by “&TEXT((B1-B2)/B1,”0%”)&” this month”).
Step 4. Configure monthly snapshots and distribution.
Set Coefficient to capture snapshots on the last day of each month to preserve historical data for trend analysis. Configure email alerts to send “Monthly Report Ready” notifications with direct Google Sheets links, and set up conditional processing to only send reports when all data sources have updated successfully.
Step 5. Add data quality checks and backup processes.
Include automated flags for incomplete data, create data quality validation formulas, and set up backup notification systems. Use Google Apps Script for automated PDF generation if needed, and configure Slack integration to post key metrics to management channels.
Transform your monthly reporting process today
Automated monthly reporting saves 200+ hours annually while ensuring management receives consistent, accurate performance metrics without delays or manual errors. Start building your automated monthly reporting system with Coefficient’s free platform.
