Need data from your database but don’t know SQL—or just don’t have time to write queries? Now you don’t have to.
With Coefficient’s Text to SQL feature, you can simply describe what you want in plain language, and our GPT-powered SQL Builder automatically creates the query, runs it against your database, and pulls the live results straight into your spreadsheet. No technical skills required.
Whether you’re an operator, analyst, RevOps leader, or executive, Coefficient makes the data from your database or data warehouse instantly accessible.
Why Traditional SQL Access Slows Everyone Down
If getting answers from your database still means submitting tickets, waiting for someone technical, or fumbling through SQL syntax, you’re wasting valuable time.
Common requests like:
Show me open deals by region.
What’s the churn rate over the last 6 months?
List top-performing campaigns by revenue.
…shouldn’t take hours—or a new career as a SQL developer—to answer.
With Coefficient’s text to SQL functionality, they don’t have to.
See It in Action (Quick Text to SQL Video Walkthrough)
Watch how Coefficient’s Text to SQL functionality unlocks your database for everyone. You’ll see how users simply describe the data they need, and Coefficient handles the SQL and live data sync automatically, keeping spreadsheets fresh without manual exports.
This is real-time database access, simplified for the way modern teams actually work.
This output and analysis only took 5 minutes to build.
How Coefficient’s Text to SQL Changes the Game
No SQL Required: Type what you want in plain English—Coefficient builds the query.
Live Spreadsheet Sync: Your sheet stays automatically updated with your database as data changes. You can even create data snapshots to enable historical trend tracking.
Whether you’re technical or not, Coefficient gives you full power over your data and requires no middleman between you and answers.
And, our SQL builder is just one feature. You can also chat with your AI Sheets Assistant to build pivots, tables, charts, or even analyze the data you’ve pulled in for you!
Get Started: Bring Your Database to Your Spreadsheet, With Just Text
Start using Coefficient’s Text to SQL Builder today. Turn natural language into live database insights, pull them into your spreadsheet, and spend more time driving strategy, not managing queries.
Let’s be honest: most teams inherit a messy list of sales pipeline stages and hope it somehow works.
But when each rep moves deals their own way, and each manager defines “commit” differently? Your pipeline becomes a guessing game.
No one knows where deals stand. Leaders don’t trust the forecast. And RevOps is stuck cleaning up the same mess, week after week.
It doesn’t have to be this way.
Why most sales pipeline stages fail
The issue isn’t the CRM. It’s how the pipeline is built.
Most CRMs come with default stages like “Prospecting” and “Proposal Sent.” Then someone adds “Verbal Yes” or “Legal Review.” And before you know it, your pipeline has 10+ stages, but no clarity.
Here’s where things break:
Reps skip stages or interpret them differently
Deals stall and stay stuck in the same stage for weeks
Leadership uses stage data to forecast, but nothing adds up
If your pipeline is the backbone of your forecast, your sales pipeline stages are the spine. When they’re weak or misaligned, everything else breaks.
And, if a new rep can’t understand what the stages mean blindly, it doesn’t matter how many times you link them to a Notion Doc, “Perception analysis” is never going to stick. I wouldn’t be surprised if that $39M below hasn’t moved in months.
What strong sales pipeline stages look like
To fix this, you don’t need more stages. You need better-defined ones.
Here’s what solid pipeline stages have in common:
Each stage is tied to a clear rep action (e.g., demo completed, contract sent)
Exit criteria are clear, so reps know when to move a deal forward
They align to your buyer’s journey, not just your sales process
And most importantly: they’re tracked in real-time. There’s no digging around in a CRM to piece things together every single time you field a new question from a key stakeholder.
💡 In this quick video, see how RevOps teams use spreadsheets and daily CRM snapshots to spot stage movement, clean up pipelines, improve forecast accuracy, and literally anything their leadership team needs visibility on.
Why Coefficient makes this easier
With Coefficient, you can track how deals move through your sales pipeline stages in Salesforce, HubSpot, or Pipedrive every single day, without running reports or digging through records.
You connect once, pull live CRM data into your spreadsheet, and Coefficient takes a snapshot of your pipeline daily.
Now you can see:
Which deals moved stages (and when)
Which ones stalled
What’s driving forecast changes
But here’s what really sets it apart: you’re not limited by a rigid CRM UI. Whatever your stakeholders want to see, whether it’s stage aging, velocity by deal size, drop-offs by rep, you can build it. In a spreadsheet. With your live CRM data.
Need a weekly pipeline roll-up that matches your custom sales process? Done. Want to highlight deals that skipped a stage or changed hands three times? Easy. Trying to visualize stuck deals by forecast category and rep? You’ve got full control.
And, when you need to dig into sales pipeline stage conversion rates, you’re not boxed in by your CRM’s reporting tools. With Coefficient, you can shape the pipeline visibility your team actually needs.
This turns your spreadsheet into a living, breathing control center for your sales pipeline management.
And once you’ve got that? You don’t just react to changes. You get ahead of them.
Don’t fix your sales pipeline stages after the quarter’s over
You can’t improve what you can’t track. And most teams wait until a quarter ends (or a forecast falls apart) before fixing stage definitions.
If you want cleaner forecasts, faster deal cycles, and better visibility—start with your sales pipeline stages.
Because you can’t coach or forecast what you can’t see.
Let’s cut to it: the way most teams manage sales pipeline is broken.
You’re logging deals in your CRM. You’re building slide decks. You’re sitting in pipeline meetings trying to explain why the number’s changed… again.
Meanwhile, leadership wants real-time visibility, your reps want less admin, and you’re stuck in the middle trying to make sense of it all with tools that weren’t built to keep up.
Here’s the thing: the data you need is already in your CRM. The problem is you can’t see it in a way that helps you act fast.
Until now. And, all it requires is the tools you already leverage.
So, if you use spreadsheets, a CRM, and Slack, in just 5 minutes you can build something like this to manage sales pipeline, a simple daily view of pipeline changes where you and your stakeholders can filter into any date range fast (or be automatically alerted in Slack) when a shift stands out. This is real-time clarity in the tools your team already leverage at it’s finest. Kind of makes “doing more with less” finally feel possible.
The hidden cost of pipeline chaos
Your CRM is full of deal data, but not context. Not history. Not movement.
You can’t answer questions like:
Which deals just changed stages?
Which close dates got pushed last week?
What’s actually forecasted to close this month, and what’s smoke?
So you export. You patch. You follow up. You waste hours pulling together what should’ve been obvious. You honestly look bad to your leadership team.
What high-performing teams do differently
The best teams don’t wait until QBRs or last-minute fire drills. They see sales pipeline shifts as they happen and act on them in real time.
They connect their live CRM data to a spreadsheet and build self-updating views of their sales pipeline.
Daily snapshots track changes to deal stage, amount, and close date, so when something moves, you already know why.
That means no more stale reports. No more “I’ll follow up after the meeting.” No more guesswork.
Instead, when high-performing teams are asked “when did this deal shift?” or “why is this number off?”, they can do things like this.
Create shareable views that always reflect the latest pipeline values, metrics, and more
Never again say “that report is just not possible to build” because you can build anything in a spreadsheet
You don’t need to rebuild your tech stack. You don’t need to chase your reps. You just need to stop managing your pipeline like it’s 2015. And, make the most out of the tools you already have.
The pros don’t make excuses and they sure don’t implement fragile workarounds. Instead they find creative ways to fill gaps at scale.
This isn’t about reporting. It’s about control
You’re not just responsible for knowing the number. You’re responsible for defending it.
And you can’t do that if the way you manage sales pipeline is a patchwork of half-updated CRM records, static reports, and gut checks.
Coefficient gives you visibility that updates itself. So you always know what changed, when it changed, and what to do next.
And over 500,000 pros are already using it and building really incredible pipeline reports, workflows, and visibility for their executives.
Most teams think of the CRM database as the source of truth. But for many ops pros, it feels more like a black box.
Data goes in, but good luck getting clean answers out. CRMs are simply built for inputs, not outputs.
You spend your time chasing updates, fixing records, and exporting data that are already out of date the moment you pull it into your spreadsheet. Your execs want clarity. Your reps want speed. And you’re stuck trying to bridge the gap with tools that aren’t built for day-to-day decisions.
What makes the CRM database so frustrating?
Whether you use Salesforce, HubSpot, Pipedrive, or any other CRM, it’s where everything lives—deals, contacts, notes, activities. But it’s also where:
Data and reports are constrained by a fancy UI
Fields get skipped
History gets lost
You end up with half-truths, delayed forecasts, and meetings full of “we think” instead of “we know.”
And the moment someone asks, “When did this deal shift?” or “Why is this number off?”, you’re on the hook to dig through records and send a follow-up.
You definitely can’t do things like this.
Make your CRM database easier to use (and trust)
You don’t need to rebuild your CRM. You just need a better way to work with the data already there.
Take this opportunity record, for example:
At first glance, it looks clean. You’ve got the account name, close date, amount, and deal stage. But if anything shifts—like the amount or stage—there’s no easy way to know when it happened, how often it’s changed, or what the trend looks like across your pipeline.
Now take a look at this report:
It shows a high-level summary of stage distribution by amount. Helpful? Sure. But does it tell you when these deals moved stages? Or which ones shifted last week and impacted your forecast?
Not quite.
This is the gap Ops teams run into every day: a CRM database full of data, but not full of answers.
That’s where Coefficient comes in. Instead of running static reports and trying to fill in the blanks, you can pull live data from any CRM into your spreadsheet, track changes automatically, and create daily snapshots that show you what changed, when, and why.
Your CRM still holds the source of truth. But now, you’re finally able to surface it.
Let your spreadsheet do the heavy lifting
You already know your CRM holds the answers. But with Coefficient, you can finally access them:
CRM pipeline management isn’t just about tracking sales. It’s about helping your teams follow leads, deals, and tasks from start to finish, without the need to dig through messy tools or ask for updates.
When done right, CRM pipeline management gives sales, marketing, and customer success teams the same clean, clear view of your pipeline.
And that view shouldn’t come from logging into Salesforce or HubSpot. It should show up where your team already works—like in a spreadsheet or Slack.
Imagine a daily, automatic update with charts that show your pipeline shifts at a glance. Click on a change, and you get the full story—what moved, who moved it, and why. With this kind of setup, your forecasts stop being guesswork. They become real, trackable numbers.
As an example, here’s a simple daily view of pipeline changes which gives the option to filter into any date range fast when a forecast shift looks exciting (or a little alarming). This type of simple, internal tools makes your CRM data immediately actionable.
💡 In just 51 seconds, you can see how it’s done.
Why the old way of doing CRM pipeline management doesn’t work
Most teams still manage pipelines with manual steps. They pull data by hand. They copy and paste into slides, spreadsheets, Slack. They email back and forth.
That’s where things go wrong.
Without real-time, actionable CRM pipeline management, your data is often:
Late
Wrong
Stuck in silos
And when your execs want answers? They don’t know where to look in your CRM. The deal data is buried, or missing, or stale. We all know they’re not clicking through to find what they need in this opportunity record.
So what makes CRM pipeline management good?
The right setup makes your pipeline clear and easy to act on. Here’s what that looks like:
A full view of every deal and customer interaction
CRM tools (like Salesforce and HubSpot) connected to where teams work—Google Sheets, Excel, Slack
Live updates, no manual refreshes
How Coefficient helps
Coefficient connects Salesforce or HubSpot directly to the tools your teams already use.
Pull live data from Salesforce or HubSpot into a spreadsheet
Track changes without logging into the CRM (your stakeholders will love you!)
Spot trends, shifts, and blockers in seconds
No more data entry. No more fire drills from your boss. Just clean data, updated daily, where your stakeholders need it.
You can get started quickly with ready-to-go templates for Salesforce and HubSpot to track pipeline health, forecast accuracy, and rep performance.
Leadership teams: Plan for and allocate resources based on live data
Marketing teams: Use pipeline data to build campaigns that match where deals get stuck
Customer success teams: Catch churn risks earlier with real-time insights
Which is why Sr. RevOps Manager, Stephanie Maestri, is a huge advocate.
Take control of your CRM pipeline
Your teams need to manage, track, and act on your pipeline in Salesforce or HubSpot easily, quickly, and accurately. Coefficient makes it happen—with no extra tools or steps.
Ever wonder why your forecast changes so fast? Good sales pipeline management helps you stay ahead of deal changes and spot what’s slowing your team down. You need more than deal tracking—you need live views into stages, trends, and changes.
1. Spot stuck deals fast with filters
Deals often sit in one stage too long. This slows down sales and throws off your numbers.
You can use filters to flag deals that haven’t moved in 30, 60, or 90+ days. That way, you don’t have to search one by one.
Sales pipeline management works better when you:
Flag slow or stalled deals
Set rules for how long deals should stay in a stage
Coach your team before deals go cold
As an example, in the screenshot below, you can get a quick visualization of where pipeline changes occur each and every day within Salesforce or HubSpot and the ability to drill into a specific date when a forecast change feels exciting–or alarming?
💡 Or, check out this 51 second video to see how users pull CRM data into live spreadsheets and find changes fast.
2. Send updates to leaders where they work automatically
Your leadership team shouldn’t have to dig in Salesforce or HubSpot to understand pipeline changes.
As operators and admins, it’s our responsibility to automate both data and context into the places stakeholders work like spreadsheets, Slack, and Slides.
The best sales pipeline management setups send updates where leaders already work:
Slack messages with key pipeline changes
Email alerts when deal sizes shift
Auto-updating slides with live forecast data
Set alerts for big deals, slow deals, or late-stage changes. Your execs stay informed, and you stay out of scramble mode.
This CRO no longer does the report dance. ⬇️
3. Use real-time tools for fast decisions
Want to know what moved, when, and why? You need real-time tracking that goes beyond your CRM dashboard.
Live sales pipeline management helps teams:
Catch changes early
See how movement affects forecasts
Act before the quarter slips away
Let’s face it—most execs can’t find field history in this Salesforce opportunity.
And you don’t want to be stuck in the hot seat.
Bonus 🎁 Try a pre-built dashboard to save time
A strong dashboard gives you a quick win. Coefficient’s templates pull live data from Salesforce or HubSpot, so you don’t have to build from scratch.
n today’s competitive business landscape, optimizing sales operations is crucial for driving growth and success. Unlock the power of SalesOps tools to elevate your sales team’s productivity and efficiency.
From lead generation and customer relationship management to automated workflows and insightful analytics, incorporating these top SalesOps tools can make a significant difference in streamlining your sales processes.
Harnessing the right tools can be transformative. Let’s dive into the specifics of the top SaaS SalesOps tools that can revolutionize your sales processes.
The Power of Sales Operations Software: Enhancing Efficiency and Growth
Sales Operations is a critical function within any organization that deals with sales. It encompasses various responsibilities such as optimizing the sales process, managing data, and handling sales tools and technology.
Why Getting Sales Operations Right is Crucial?
Sales operations teams play a pivotal role in the success of a business by regularly engaging in operations planning and process optimizations. By ensuring a smooth and efficient sales process, it enables organizations to make strategic decisions based on accurate data and analysis.
A well-functioning sales operations team improves sales team performance, leading to increased revenue, higher conversion rates and enhanced customer experiences. Sales operation managers and their teams also help with including sales planning, data management, and more to ensure sales goals are hit.
Top SalesOps Tools to Improve Sales Efficiency
Sales operations teams play a pivotal role in bridging strategy and execution within the sales domain. They work behind the scenes, ensuring that sales processes run smoothly, data is interpreted correctly, and resources are allocated efficiently.
The team’s day-to-day responsibilities likely span the following areas:
CRM Management: More than just centralizing data, SalesOps meticulously manages CRM entries. They ensure every client interaction is logged, organized, and easily accessible for sales reps, maintaining data accuracy and readiness.
Sales Data Analytics: Rather than merely analyzing data, SalesOps delves deep into sales trends, activities, rep performances, and lead sources. They transform key metrics into actionable insights, presenting them through intuitive dashboards for the sales team.
Continual Sales Training: SalesOps acknowledges the ever-changing sales landscape. They orchestrate training sessions addressing current market challenges, ensuring reps are well-equipped and updated on industry evolutions.
Sales Enablement: By collaborating closely with marketing and product teams, SalesOps develops content, tools, and playbooks tailored for varied sales situations. This ensures reps always have apt resources for every client engagement.
Pricing and Invoicing: Informed by market feedback and competitor insights, SalesOps refines pricing strategies. They guarantee that quotes are not only competitive but accurate, ensuring timely deliveries and swift invoicing.
Commission Management: SalesOps designs commission structures in alignment with organizational objectives. They maintain transparency in payouts, promptly resolve discrepancies, and ensure reps remain motivated, feeling their contributions are valued.
Sales Forecasting: Drawing from historical data, rep insights, and current market trends, SalesOps forecasts potential challenges and opportunities, helping businesses strategize effectively.
Territory Assignments: SalesOps allocates territories after considering rep expertise, previous performances, and potential leads. This strategy ensures comprehensive coverage and encourages a spirit of healthy competition among reps..
Behind every successful SalesOps team is a tailored tech stack. Let’s delve into specific tools that excel in each category below.
CRM Software Tools
CRM software is a critical part of the SalesOps Stack, acting as the core of the sales process. It centralizes and organizes customer data, interactions, and sales pipelines. With a robust CRM system, sales teams can manage leads, opportunities, and customer relationships, leading to enhanced productivity and better sales performance.
Salesforce
Salesforce is an industry-leading widely-used CRM platform that has earned its reputation as a leader in the industry.
Key Customers
Uber
GE Appliances
RBC Wealth Management, U.S.
Schneider Electric
Main Features
Salesforce offers a comprehensive set of features that cater to various aspects of sales operations.
Sales teams can manage leads and maintain relationships throughout the entire sales process with seamless lead management.
Opportunity tracking enables sales representatives to monitor and manage potential deals, ensuring no opportunity slips through the cracks.
Real-time sales reporting provides valuable insights into sales performance and pipeline health, facilitating data-driven decision-making.
Cost
Salesforce offers four different price packages for sales suits. It’s $25 for small teams, $75 for any size teams, $150 for deeply customizable CRM, and $300 for ultimate growth.
Hubspot
Hubspot is another popular CRM tool known for its interface and extensive marketing automation capabilities.
Key Customers
Shopify
Subaru
DocuSign
Trello
SurveyMonkey
Bonobos
Yammer
Codecademy
Main Features
While renowned for inbound marketing, Hubspot’s CRM module is powerful.
It is particularly well-suited for small to medium-sized businesses looking to streamline their sales processes.
With Hubspot CRM, sales teams can manage contacts, track deals, and automate routine tasks.
The seamless integration of marketing and sales functionalities enhances collaboration and boosts overall efficiency.
Cost
Hubspot offers two powerful marketing software in affordable prices. Their Marketing Hub Professional costs $800 per month, and their Marketing Hub Enterprise costs $3600 per month.
Pipedrive
Pipedrive excels in sales pipeline management, making it an ideal choice for sales operations teams focused on deal progression.
Key Customers
Vimeo
ReMax
Fortumo
Posts
Prezi
Teamgate
Chargebee
Zoom
Main Features
It provides a clear and intuitive visual representation of deals, helping sales reps identify opportunities and potential bottlenecks in the sales process.
Pipedrive’s interface and straightforward design make it easy for sales team members to navigate and adapt.
With its emphasis on visualizing the sales pipeline, Pipedrive empowers sales reps to prioritize tasks and focus on closing deals.
Cost
Pipedrive has five payment plans. Their most simple Essential plan costs $9.90, and their power Enterprise plan costs $59.90.
While it may lack the sophisticated features of dedicated CRM platforms, Google Sheets offers a customizable and cost-effective way to organize and manage customer data.
With the use of add-ons and templates, businesses can tailor Google Sheets to their specific needs, making it a flexible option for startups or businesses with simpler sales processes.
Cost
Google Sheets offer three different plans. Basic at $6 per month, Business at $12 per month, and enterprise at $25 per month.
Sales Forecasting Tools
Sales forecasting is a critical part of Sales Operations Software, as it enables businesses to plan, allocate resources, and make accurate revenue projections. By utilizing the right tools, sales operations teams can gain valuable insights and make data-driven predictions to optimize their sales strategies.
Salesforce Sales Cloud
Salesforce Sales Cloud’s forecasting module is a robust tool that empowers businesses to conduct powerful analytics and historical data analysis.
Key Customers
Following
T-Mobile
GE Appliances
Unilever
Toyota
MuleSoft
Main Features
With the ability to track past sales performance, identify trends, and analyze historical data, Sales Cloud enables businesses to make informed predictions about future sales outcomes.
Their data-driven approach ensures that sales teams can set realistic goals, allocate resources, and plan sales strategies that align with market trends and customer behavior.
Cost
Salesforce offers four different price packages for sales suits. It’s $25 for small teams, $75 for any size teams, $150 for deeply customizable CRM and $300 for ultimate growth.
AnaPlan
AnaPlan is a cloud-based platform designed for collaborative forecasting, budgeting, and planning.
Key Customers
HP Inc.
Del Monte Foods
Toshiba
Pandora
United Rentals
DocuSign
Main Features
Catering to the needs of larger enterprises with complex sales operations, AnaPlan offers a comprehensive solution that facilitates collaboration among various teams and departments.
By bringing together cross-functional data and insights, AnaPlan enables businesses to create accurate sales forecasts that align with the company’s overall goals and objectives.
Cost
AnaPlan costs around $30,000-50000. However, it can go up depending on your usage.
Spotio
Spotio is a specialized tool that offers location-based sales intelligence and analytics, making it particularly valuable for field sales teams.
Key Customers
PrimePay
Gexa Energy
Alside
AT&T Business
ServiceMaster
Main Features
By leveraging geospatial data and insights, Spotio empowers field sales representatives to optimize their performance by identifying promising territories, understanding local market dynamics, and prioritizing leads based on geographical proximity.
The tool’s analytics capabilities help sales teams target high-potential areas, enhancing their efficiency and increasing their chances of success.
Cost
Spotio offers three payment plans; B2B Plan, B2C Plan and an Engagement Bundle
Google Sheets + Coefficient
For businesses seeking a more customizable and cost-effective solution, integrating Google Sheets with Coefficient can be a practical option.
Key Customers
Financial Analysts
Marketing Teams
Sales Teams
Startups
Main Features
By combining the flexibility of Google Sheets with the analytical power of Coefficient, businesses can create custom forecasting models tailored to their specific requirements.
It allows sales operations teams to develop unique sales forecasting methodologies that suit their industry, market, and sales processes.
Coefficient’s ability to integrate with various data sources enhances the accuracy of the forecasts, ensuring that businesses can make well-informed decisions.
Sales Analytics Tools
Data-driven decision-making is crucial for Sales Operations Software, as it empowers sales teams to make informed choices based on accurate insights and analysis. Sales analytics tools play a central role in this process by providing valuable data insights that drive growth and optimize sales strategies.
Tableau
Tableau is a leading sales analytics tool known for its intuitive data visualization and analytics capabilities.
Key Customers
Adobe
LinkedIn
Netflix
Airbnb
NASA
Bank of America
Main Features
It allows sales teams to convert complex data into appealing and easy-to-understand charts, graphs, and dashboards.
It enables sales professionals to spot trends, patterns, and opportunities.
With Tableau’s interactive features, users can explore data in-depth, conduct ad-hoc analysis, and gain a deeper understanding of their sales performance.
This tool enhances decision-making by presenting critical information in an impactful manner.
Cost
Tableau has three pricing options, Tableau Creator costs $70/mo, Tableau Explorer costs $40/mon and Tableau Viewer costs $15/mon.
Coefficient
Coefficient is an innovative analytics tool tailored for SalesOps professionals who value the flexibility of spreadsheets but require the capabilities of advanced sales analytics. By seamlessly integrating with various data sources, Coefficient delivers in-depth insights into team’s performance, all within the familiar spreadsheet environment.
This unique approach addresses the common challenges faced in SalesOps, such as fragmented data sources and the need for real-time insights, making it a standout choice among its competitors.
Key Customers
Atlassian
Cisco
Google
VMware
Main Features
Coefficient’s robust integration capabilities amalgamate data from diverse platforms, offering a holistic view of crucial sales metrics and key performance indicators (KPIs).
Beyond mere data representation, Coefficient dives deep, enabling SalesOps teams to pinpoint strengths, discern areas of improvement, and unearth golden opportunities.
Cost
Coefficient provides a variety of pricing packages tailored to diverse requirements. This includes a free plan that enables users to seamlessly import up to 5,000 rows of data into Google Sheets from any supported source, complemented by 10,000 OpenAI API calls through GPT Copilot.
For those seeking more advanced features, the Starter Plan is priced at $49 per month, while the Pro Plan is available at $99 per month. Advanced automations and alerts are exclusive to our paid plans
Looker
Looker is a versatile data platform that allows businesses to explore and share insights across various departments, enhancing collaboration and decision-making.
Key Customers
Adobe
Capital one
Lyft
Disney
Nike
Main Features
Looker’s data exploration and visualization features provide a holistic view of sales performance and customer behavior.
Sales teams can use Looker to create customized reports, conduct in-depth analyses, and share findings with relevant stakeholders.
This democratization of data empowers sales reps and managers to access critical information when they need it, facilitating quick and data-driven decision-making.
Cost
Standard users cost $60 per month, and Developer users cost $125 per month.
Power BI
Microsoft Power BI is a business intelligence tool that facilitates data analysis, visualization, and sharing within organizations.
Key Customers
Walmart
Apple
Johnson & Johnson
FedEx
Main Features
It integrates with Microsoft products and other data sources, making data access and analysis convenient for sales teams.
Power BI’s interactive dashboards and reports allow users to gain insights at a glance, empowering them to make real-time decisions.
With Power BI’s data-sharing capabilities, sales teams can collaborate and ensure everyone is aligned with the same data-driven goals.
Cost
Power BI Pro costs $10 per user per month and Power BI Premium costs $20 per user per month.
Sales Commission Tools
Incentivizing sales representatives is a critical aspect of Sales Operations Software, as it impacts their motivation and performance. Sales commission payout tools streamline the commission calculation process, ensuring accuracy and transparency.
Spiff
Spiff is a commission management tool that simplifies the process of calculating and managing sales commissions.
Key Customers
15Five
Braze
Clari
Pendo
Vitaly
RadNet
Veeva Systems
Weave
Main Features
With its automation features, Spiff reduces manual errors and eliminates the need for tedious spreadsheet calculations.
Sales representatives can access real-time commission data, which boosts transparency and motivates them to achieve their sales targets.
The tool also allows for custom commission structures, accommodating various incentive plans and commission models tailored to individual sales roles.
Cost
Spiff provides custom prices for the use of their software.
Performio
Performio is a versatile commission management platform that caters to businesses with complex commission structures and incentive plans.
Key Customers
Veeva Systems
Johnson & Johnson
Vodafone
Air France Industries KLM Engineering & Maintenance
ServiceTitan
Service Express
Medtronic
Main Features
It offers advanced commission modeling capabilities, making it suitable for organizations with diverse sales teams and compensation plans.
Performio’s robust reporting and analytics features provide insights into commission performance, enabling sales managers to identify top-performing reps and opportunities for improvement.
The platform’s flexibility allows businesses to adapt their commission structures as needed to align with changing sales strategies.
Everstage
Everstage provides an interface for commission tracking, making it easy for sales teams to access their performance and earnings.
Key Customers
Chargebee
Postman
Nitro
Hackerrank
CleverTap
Popmenu
Health Gorilla
MSH
Main Features
The tool simplifies commission management, ensuring that sales reps can view their earned commissions in real time. With clear visibility into their performance, sales representatives stay motivated and focused on achieving their targets.
Everstage’s intuitive design allows for seamless onboarding and adoption, streamlining the commission payout process for both sales reps and administrators.
Google Sheets + Coefficient
Once again, Coefficient offers smaller businesses or those seeking a cost-effective solution, a simple yet effective commission-tracking tool they can use and share in their spreadsheet.
Key Customers
Spotify
Zendesk
Udemy
Uber
Main Features
Google Sheets provides a familiar and customizable platform for businesses to manage commission data.
When combined with Coefficient, businesses can automate commission calculations and other analyses to gain deeper insights into their commission data.
It allows sales managers to track performance, analyze trends, and make data-driven decisions while keeping costs down.
Sales Enablement Tools
Sales enablement tools are important SalesOps tools that play a pivotal role in providing sales representatives with valuable assets and training to enhance their efficiency and effectiveness in closing deals.
Showpad
Showpad offers a comprehensive and centralized platform for content management and sales training.
Key Customers
GE Healthcare
Honeywell
Merck
Coca-Cola European Partners
BakerCorp
Croustico by Vandemoortele
Thales Avionics
Main Features
It allows sales reps to access the latest and most relevant sales materials, such as product brochures, presentations, case studies, and videos.
With Showpad, sales teams can organize, share, and track the usage of content.
This ensures that sales reps are equipped with up-to-date and compelling content to engage prospects and close deals more.
Additionally, Showpad’s sales training capabilities facilitate continuous learning and skill development among sales teams, enabling them to stay at the forefront of their game.
Cost
Showpad offers customised pricing.
Uniqode
Uniqode’s digital business card offers field sales professionals and organizations a powerful solution that transforms traditional networking into a trackable, efficient, and eco-friendly process.
Key Customers
Pepsi
Hilton
Toyota
Nestle
Main Features
Create and bulk-generate up to 2,000 personalized digital business cards in under 5 minutes, eliminating lengthy procurement processes.
Track engagement metrics including views, saved contacts, and unique recipients to measure networking ROI and optimize sales strategies.
Enable two-way contact sharing that automatically captures prospect information directly through your digital business card.
Share cards through multiple channels, including Apple or Google Wallet, social media, email, and messaging platforms, without requiring additional apps.
Enterprise-grade security with GDPR, HIPAA, and SOC 2 Type 2 compliance protects data for all parties involved.
Cost
Uniqode provides flexible pricing options designed to meet various business needs. Their solution has a free tier that allows you to create one digital business card with basic customization options and limited analytics.
If you need additional features like multiple cards per user, advanced customizations, or premium designs, you would need to upgrade to their Team plan at $6 per user per month (billed annually) or their Business+ plan for larger organizations.
Mindtickle
Mindtickle is a sales readiness platform designed to enable continuous training and coaching for sales teams.
Key Customers
Medallia
Infoblox
TurnKey Vacation Rentals
Societe Generale
Unisys
MongoDB
Andela
Main Features
Mindtickle fosters skill development by providing interactive and engaging training content. Sales reps can access bite-sized learning modules, quizzes, and simulations that help them master sales techniques and product knowledge.
Mindtickle’s coaching features enable managers to provide personalized feedback and coaching to their sales reps, further enhancing their capabilities and performance.
Mindtickle ensures that sales teams are always prepared and equipped to handle various customer interactions.
Salesloft
Salesloft is a sales engagement platform that streamlines sales communication and outreach.
Key Customers
IBM
Shopify
3M
ServiceNow
Okta
Main Features
It empowers sales reps with tools for personalized and effective communication with prospects.
Salesloft offers features like email templates, cadence planning, and real-time engagement tracking.
These capabilities help sales reps manage their outreach efforts and engage prospects at the right time with relevant content.
By automating repetitive tasks, Salesloft increases sales productivity and enables sales teams to focus on building meaningful relationships with prospects.
Cost
Salesloft has three plans, essential, Advanced, and Premier. The prices for these three plans are customized.
Seismic
Seismic is a content automation and personalization platform designed to help sales reps deliver targeted content to prospects.
Key Customers
Adobe
Atlassian
Capital One
Cisco
Google
IBM
Microsoft
Main Features
It enables sales teams to access a vast library of content and customize it to match specific prospect needs.
With Seismic, sales reps can create personalized presentations, proposals, and other collateral, increasing the effectiveness of their interactions with prospects.
The tool ensures that sales reps deliver the right message to the right audience, leading to more meaningful conversations and improved sales outcomes.
CPQ & Invoicing Tools
Configure, Price, Quote (CPQ) tools and invoicing solutions are essential for Sales Operations Software, as they streamline the quoting and billing process, reducing manual errors and accelerating deal closures.
Pandadoc
Pandadoc is a versatile CPQ tool that simplifies document creation, including quotes, proposals, and contracts.
Key Customers
Autodesk
Benstalk
Catalyst Group
Chili Piper
HubSpot
Insperity
Lumosity
Marketo
Main Features
With Pandadoc, sales teams can generate professional-looking documents, ensuring a polished and consistent presentation to prospects.
The tool’s e-signature capabilities facilitate faster deal closure by enabling seamless and secure electronic signatures.
Pandadoc streamlines the entire document approval process, allowing sales reps to focus on building customer relationships and closing deals.
Dealhub
Dealhub offers a comprehensive CPQ platform with built-in contract management and revenue recognition features.
Key Customers
Standard Chartered Bank
JP Morgan Chase & Co.
Deutsche Bank
Dassault Systemes SA
Veeva Systems
ThoughtSpot
Main Features
The platform enables sales reps to create accurate and customizable quotes that align with specific customer requirements.
Dealhub’s contract management capabilities ensure that sales teams can track contract statuses, making it easier to manage renewals and upsells.
Additionally, the revenue recognition functionality ensures that sales reps and finance teams can forecast and report revenue figures.
Salesforce CPQ
Salesforce CPQ is an integrated solution within the Salesforce ecosystem, offering seamless CPQ functionality for sales teams.
Key Customers
ExxonMobil
Apple
Johnson & Johnson
Siemens
FedEx
Bank of America
GE Healthcare
Qualcomm
United Airlines
Spotify
Main Features
As part of the world’s leading CRM platform, Salesforce CPQ enables sales reps to configure products, set pricing rules, and generate quotes within the CRM interface.
This integration ensures that sales teams have access to real-time customer data, enhancing the accuracy and efficiency of the quoting process.
Salesforce CPQ streamlines the end-to-end sales process, from lead generation to deal closure, within a single platform.
NetSuite
NetSuite provides a robust suite of business management tools, including CPQ and invoicing features, suitable for larger enterprises.
Key Customers
GoPro
Osmose
Polygon
Qdoba Restaurant Corporation
Crowe Horwath LLP
Flexport
Medtronic
Main Features
NetSuite’s CPQ functionality allows sales teams to configure complex product offerings, manage pricing and discounts, and generate accurate quotes for customers.
The integrated invoicing capabilities streamline the billing process, ensuring timely and accurate invoicing to customers.
With NetSuite, larger enterprises can manage their sales operations and financial processes within one unified platform.
Sales Training Tools
Continual sales training is critical for Sales Operations Software, ensuring that sales teams are equipped with the necessary skills and knowledge to excel in their roles. Sales training tools play a pivotal role in providing interactive and engaging learning experiences for sales representatives.
Lessonly
Lessonly by Seismic is a comprehensive learning management system that simplifies training content creation and delivery.
Key Customers
Trunk Club
Ibotta
U.S. Cellular
Zendesk
BrightView
Flexport
Bread Finance
Instacart
Filtration Group
Nissan
Main Features
With Lessonly, sales teams can create and distribute training materials, such as videos, presentations, quizzes, and simulations.
The platform’s interface and intuitive features make it easy for both trainers and trainees to navigate and engage with the training content.
Lessonly’s tracking and reporting capabilities enable sales managers to monitor individual progress and assess the effectiveness of the training program, leading to continuous improvement.
Brainshark
Brainshark enables the creation of interactive sales training content, ensuring that sales reps stay engaged and well-informed.
Key Customers
ADP
Cisco
Dell Technologies
GE Healthcare
Hewlett Packard Enterprise
Humana
IBM
Main Features
With Brainshark, trainers can develop dynamic and multimedia-rich content, including video presentations, role-playing scenarios, and knowledge assessments.
Its interactive approach to training increases trainee participation and knowledge retention, making the learning process more effective.
Brainshark’s analytics and reporting features provide valuable insights into training effectiveness and help identify areas for improvement.
EdApp
EdApp provides a mobile learning platform with gamification elements, making training sessions enjoyable and effective.
Key Customers
Amgen
British American Tobacco (BAT)
Università Di Bologna
LifeBridge Health
Prudential
SAP
The Home Depot
Wipro
Xerox
Main Features
The platform’s gamified approach encourages friendly competition among sales reps, motivating them to actively participate in training activities.
EdApp’s mobile accessibility ensures that sales reps can access training materials anytime and anywhere, allowing for flexible and convenient learning.
EdApp’s microlearning approach breaks down training content into bite-sized modules, facilitating quick and focused learning for busy sales professionals.
Spekit
Spekit offers in-app training and knowledge reinforcement, helping sales reps access the information they need in real-time.
Key Customers
Atlassian
CoBank
DigitalOcean
HubSpot
Mariner Wealth Advisors
Sendlane
Southwest Airlines
Zscaler
Main Features
Spekit integrates with existing tools and platforms, providing context-sensitive training and support within sales applications.
When sales reps encounter new scenarios or need guidance, Spekit’s in-app training pops up with relevant information, ensuring quick problem-solving and informed decision-making.
This just-in-time learning approach enhances the sales team’s productivity and confidence.
Sales Territory Mapping Tools
Sales territory mapping tools play a crucial role in Sales Operations Software by helping businesses optimize their sales coverage and ensure that resources are allocated across different regions. These tools provide valuable insights and functionalities that assist sales teams in managing their territories and maximizing sales opportunities.
Salesforce Maps
Salesforce Maps is a powerful tool that integrates with Salesforce CRM to provide visual territory planning and route optimization for sales reps.
Key Customers
Stanley Black & Decker
CEAT
Esri
Viega
AmerisourceBergen
DHL
Graco
Legrand
Nestlé
Main Features
With Salesforce Maps, sales teams can visualize their territories on interactive maps, allowing them to identify potential gaps in coverage and make data-driven decisions on territory assignments.
The tool also offers route optimization features, enabling sales reps to plan their visits and minimize travel time.
By integrating with Salesforce CRM, Salesforce Maps ensures that sales reps have access to real-time customer data while in the field, enhancing their ability to engage with prospects and close deals.
Badger
Badger offers field sales automation, including territory management, lead generation, and route planning.
Key Customers
Bosch
Ecolab
FedEx
Hitachi
Honeywell
John Deere
L’Oréal
Main Features
With Badger, sales teams can define and manage their territories, ensuring that each territory receives the appropriate attention and resources.
The lead generation features help sales reps identify potential customers within their territories, enabling them to focus on high-potential prospects.
Badger’s route planning capabilities optimize sales reps’ travel routes, saving time and reducing travel expenses.
Its streamlining of field operations enhances the overall efficiency of the sales team.
EasyTerritory
EasyTerritory provides location-based intelligence to optimize sales territories and streamline field operations.
Key Customers
Avnet
Cisco
DHL
Enel
GE Healthcare
Honeywell
Johnson Controls
Main Features
The tool utilizes geographic data and insights to help sales teams identify market opportunities and allocate resources.
EasyTerritory offers advanced mapping and data visualization capabilities, enabling sales reps and managers to analyze sales performance by region, identify trends, and adjust territory boundaries as needed.
With EasyTerritory, sales teams can make informed decisions on territory planning and resource allocation, resulting in improved sales productivity and revenue growth.
Xactly
Xactly offers sales performance management solutions, including territory planning and quota allocation features.
Key Customers
LinkedIn
Western Union Company
Louis Vuitton
Australia Post
Aflac
Boeing
HP
Ecolab
Main Features
The tool enables businesses to define and align territories based on various criteria, such as geography, customer segments, or product lines.
Xactly’s territory planning capabilities ensure equitable distribution of sales opportunities among the sales team, leading to fair and achievable quotas for each territory.
By optimizing territory assignments and quotas, Xactly empowers sales reps to focus their efforts on the right prospects and opportunities, driving higher sales performance and revenue.
Bonus solution: Clean Email
Clean Email is an essential productivity tool that helps sales teams manage their overflowing inboxes, ensuring they stay organized and focused. Designed for handling high volumes of emails, it automates the sorting, archiving, and removal of unwanted messages, freeing up time for more critical tasks.
Key Customers
Small to medium-sized businesses
Sales teams in all industries
Productivity-focused professionals
Main Features
Unsubscriber: Quickly unsubscribe from unwanted newsletters and promotional emails, reducing inbox noise.
Auto Clean: Automate repetitive email tasks like archiving, labeling, and moving emails based on user-defined rules.
Screener: Pre-approve or block new senders, ensuring your inbox remains clutter-free with only relevant messages.
Smart Folders: Automatically categorize emails into categories like finance-related emails, automated messages, or social media notifications for faster navigation.
Cleaning Suggestions: Receive personalized recommendations to clean up unnecessary or cluttered emails.
Cost
Clean Email offers flexible pricing plans to cater to different needs:
Basic: $9.99/month or $29.99/year (1 email account)
Family: $19.99/month or $49.99/year (up to 5 accounts)
Team: $29.99/month or $99.99/year (up to 10 accounts)
How to Choose a Sales Operations Software?
Selecting the right Sales Operations Software is a critical decision that can impact the efficiency and effectiveness of your sales processes.
Integrations
Ensure the software integrates with your existing tech stack, including CRM and marketing automation tools, to avoid data silos and improve overall efficiency.
Budget
Consider the software cost and its value for your sales operations. Evaluate the pricing model and potential ROI, while ensuring it fits within your budget constraints.
Ease of Use
Opt for an interface with intuitive features to enable faster adoption and implementation across your sales team.
Free Trial (Don’t Purchase Without a Trial)
Select tools offering free trials to assess suitability for your business needs. Involve key stakeholders, test features, and evaluate data integration during the trial to make an informed decision.
Elevate Performance with Sales Operations Tools
Sales operations software is pivotal for driving growth and refining business performance. Harnessing the right tools not only boosts sales efficiency but also provides crucial data-driven insights.
As you assess your organization’s unique requirements, it’s important to understand the categories of Sales Operations Tools and how your team can leverage them properly.
Coefficient empowers SalesOps professionals to unify diverse data sources for comprehensive sales insights. Try it for free today to see how it can streamline your analyses!
SalesOps managers spend an inordinate amount of time creating and maintaining sales dashboards. From team leaderboards, to win-loss analysis, SalesOps managers are responsible for building the visualizations that inform sales strategy and decision-making at every level.
But fear not, under-resourced sales operation staff. Now you can use our pre-built sales dashboards in Google Sheets, instead of spending hours manually developing them. Download our free sales dashboard examples in the blog below so you can put them to use in your day-to-day sales processes.
Common KPIs to Track for Sales Managers
Effective sales management requires tracking the right sales metrics and key performance indicators. Here are the essential sales KPIs every sales manager should monitor to optimize team’s performance and drive sales growth:
Pipeline Health Metrics
Opportunity progression – Monitor how deals move through your sales funnel stages to track progress and identify bottlenecks
Open pipeline value – Track total value of all active opportunities in your sales pipeline
Pipeline velocity – Measure how quickly deals progress from stage to stage and optimize your sales cycle length
Performance Indicators
Sales revenue and win rates – Compare team performance and individual sales reps against sales targets
Sales to target metrics – Monitor actual sales performance versus predetermined sales goals
Month-over-month growth – Identify trends in monthly sales and adjust sales strategy accordingly
Customer Value Metrics
Customer lifetime value – Understand total revenue potential from customer relationships and improve profitability
Customer acquisition cost – Track expenses required to acquire new customers and optimize pricing strategies
Win/loss analysis – Identify factors that influence sales outcomes and conversion rates
Operational Metrics
Sales activity tracking – Monitor number of sales calls, emails, and touchpoints from your sales team
Lead generation performance – Measure effectiveness of marketing efforts and social media campaigns
Customer satisfaction and retention rate – Track customer retention and identify upsell opportunities
These key metrics provide valuable insights into sales performance, enabling data-driven decisions that drive high-performing sales teams and optimize profitability through real-time dashboard visualization.
Top Sales KPI Dashboards
Sales Performance Template
Track sales performance across sales teams, regions, and time periods with comprehensive year-over-year comparisons. This sales KPI template provides critical visibility into sales revenue trends and team effectiveness for sales managers.
Historical analysis – Compare yearly sales data and average revenue performance with dynamic filtering options
Geographic insights – View sales distribution with responsive gradient mapping by country to identify high-performing markets
Deal categorization – Monitor monthly sales by new business, existing accounts, and expansion opportunities to track sales growth
Analyze your sales pipeline with automated quota tracking and opportunity management across sales teams. Perfect for sales managers who need comprehensive pipeline visibility and want to automate their sales process.
Automated reporting – Connect directly to your CRM for real-time pipeline updates and eliminate manual data entry
Pipeline segmentation – View open opportunities by stage with team-based filtering to optimize conversion rates
Quota monitoring – Track monthly sales targets across individual sales reps and teams to measure team performance
Get complete oversight of all customer accounts with sales activity tracking and relationship management tools. Streamline account management and identify growth opportunities while monitoring customer satisfaction.
Opportunity management – Identify dormant accounts and assign new deals to salespeople to drive sales revenue growth
Activity timeline – Comprehensive view of sales activities and performance metrics per account with profit margin analysis
Relationship mapping – Track assigned sales reps and key contacts for each account to improve customer retention
Gain full visibility into pipeline generation with automated tracking of creation metrics across your sales organization. Monitor how effectively your sales team builds new business opportunities and track sales funnel performance.
Real-time updates – Automatic data refresh from Excel or Google Sheets eliminates manual reporting work
Creation tracking – Visualize pipeline generation by day, week, or month across teams with graphs and charts
Performance comparison – Compare pipeline creation rates between individual sales reps and teams using key metrics
Download our free sales KPI dashboard templates for Google Sheets right now for pre-built visualizations around your most relevant sales use cases. These dashboard templates provide KPI examples that help sales managers track progress across all key performance indicators.
These sales KPI templates provide the foundation for effective sales management, but the real power comes from connecting them to your live sales data sources. With automated updates and real-time insights from your CRM, you can focus on sales strategy instead of manual reporting. Team members can access valuable insights about customer acquisition cost, lead generation performance, and sales cycle length to optimize their sales processes.
Transform your sales performance tracking today and leverage these dashboard templates to monitor everything from customer lifetime value to retention rates. Track sales more effectively with automated visualization tools that help your sales team identify new customers, analyze profit margins, and improve overall profitability.
Get started with Coefficient and unlock the full potential of your sales data through powerful dashboard templates that integrate seamlessly with Google Sheets and Excel.
Creating sales reports is critical to learning more about the progress and performance of your sales team, funnels, or pretty much your entire sales operations.
However, manually building sales reports is often a huge time-suck and can drain your resources, especially when you need to update them regularly. That’s why automating sales reports is crucial.
With automated sales reports, you can set up coeff-templates easily, pull up and link your data seamlessly, and configure auto-update schedules for your reports, saving you tons of precious work hours and energy.
Read on to know more about sales reports, why you should automate them, and learn several of the best ways to generate your automatic report.
What is a sales report?
A sales report is an overview or summary of a company’s sales activities within a specific period. It shows the various trends within the sales volume while providing analyses on sales performance and the steps within the sales funnel.
Sales reports give you the information you need to make better business decisions, find new market opportunities, and determine the best actions to improve your sales processes.
You can have a daily sales report containing the number of meetings or phone calls each rep had set and the number of generated leads.
Weekly sales reports generally include the number of closed deals and the revenue generated. Monthly sales reports can give you a bigger picture of each sales rep or team activity.
Why you should automate sales reporting
Manually creating sales reports means a tedious, time-consuming process of collecting, organizing, and generating reports of volumes of sales data.
Automated sales reporting provides a solution by letting you configure customizable and re-usable coeff-templates.
You can set up automatic data syncing between datasets and systems. This cuts down significantly on the hours and resources required to build your sales reports.
Also, you can reduce data errors and inaccuracies when you automate sales reports since you won’t need to input and move your datasets manually.
With automated sales reports, you can configure data workflows once and set them up to auto-refresh or sync every time your data changes for seamless and streamlined sales reporting and analysis.
You can automate sales reports in just a few clicks. Copy one of our sales templates and follow along with the prompts to power it with your live data.
3 ways to automate sales reporting
Spreadsheets are an excellent tool for building and automating sales reporting — when you know the right built-in features, add-ons, and third-party integrations to use.
We’ll break down three ways to automate your sales reporting in spreadsheets using Google Sheets. The same automations can be done in Excel.
Option 1: Use built-in features, manual maintenance required
The steps below show how you can use Google Sheets’ Explore feature to automate critical parts of your sales reporting process.
Step 1: Open your data
Import or open your spreadsheet file containing your sales data in Google Sheets. Here, we’ll use a sample sales funnel analysis dataset.
Click the Explore button at the bottom right corner of the Google Sheets interface to access the sidebar containing the smart and quick reporting and analytics tools.
Step 2: Format and visualize your data
The Analysis feature offers recommended, pre-made stats, charts, and visualizations based on your active spreadsheet.
The charts also include explanations of the findings, such as the data ranges and the amount or number of changes within a set period.
See more chart options and view the graphs in full size to get a better look. Click the Insert chart icon or drag and drop the graph you want to add to your spreadsheet (or to a new sheet).
With the Analysis feature, you get instant sales data visualizations, so you won’t have to build your charts from scratch, saving you a huge amount of time and effort.
After adding the chart to your spreadsheet, you can customize it further by selecting any element within it. This opens the Chart editor sidebar containing the tools and options to modify your chart’s appearance and elements.
Step 3: Drill down on your sales data
You can use the Answers option to help you explore your sales data further. It acts almost like a built-in Artificial Intelligence (AI) assistant within Google Sheets to help you get instant information about your sales data.
Ask specific questions about your data by typing them in the provided field.
You’ll also see some suggested questions and information about your data (or a specific data range), such as the formula used and the recommended chart.
While the feature might not work perfectly, it provides a quick way to uncover information within your sales data that’s easy to find using a standard spreadsheet formula.
All these built-in Google Sheets functionalities streamline vital parts of your sales reporting and analysis.
Option 2: Use an auto-capture formula and Google Apps Script (code required)
Let’s assume you use a Google spreadsheet shared with your sales team members so they can input their weekly and monthly data.
You would need to extract all the data each month, compile them for your sales reporting, and send the reports to designated people, making the process tedious and time-consuming.
However, with a Google Sheets auto-capture formula and the Google Apps Script, you can automate this process and the final report would be emailed automatically every month.
Step 1: Prep your data collection sheet
For this example, we’ll use a sample dataset containing each sales rep’s number of closed-won deals of every month.
Use this spreadsheet formula to auto-capture the latest data entries to ensure you include recently added information.
Create a graph by selecting the data range and clicking Insert from the Google Sheets menu, then Chart.
To make this easier, use the Explore feature and follow the steps mentioned previously in the first method. You can have a chart that looks like this.
Customize the report and charts as you prefer, and you should be good to go.
Step 3: Set up the Google App Script
Navigate to Tools on the menu and click Script Editor from the dropdown.
Copy this script and paste it on the Google Apps Script’s code area.
function sendEmails() {
// Get the sheet where the data is, in sheet ‘system’
var sheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName(“Sheet1”)
// Get the data of particular cell, in this case, i need only the total cell (G14)
var data = sheet.getRange(‘G14’).getValues();
// Get all the chart in the sheets
const chartBlobs = new Array();
const emailImages = {};
const charts = sheet.getCharts();
charts.forEach(function(chart, i){
chartBlobs[i] = chart.getAs(“image/png”);
emailImages[“chart”+i] = chartBlobs[i];
});
// Send email
MailApp.sendEmail({
to: “you@gmail.com,”yourboss@gmail.com””,
subject: “Customer Enquiries as of ” + new Date(),
htmlBody: “Customer Enquiries Data: <br>” +
“Total: ” + data + “<br>”,
inlineImages:emailImages
});
}
Remember to replace the email with the recipient’s actual email address.
Test the code by saving and running it. The email will be sent to the address you specified in the code.
Step 4: Schedule monthly emails
Now that you have a report-generating function triggered easily with one click, you can configure the report for the email blast function.
Google Apps Script offers several types of triggers, including:
Time-driven triggers, either hourly, weekly, or monthly
Event-driven triggers, such as when the sheet gets opened and edited, or based on form submission
Calendar by date
Save the trigger, and you’ll have an automatic reporting system that sends your sales reports to designated recipients regularly and automatically.
Option 3: Use Coefficient – Fully automated, no-code add-on
Coefficient provides one of the easiest ways to automate your sales reporting, from importing your dataset to keeping your reports live.
The app offers easy-to-use features to help you import and sync data on Google Sheets and other tools, such as HubSpot, Salesforce, analytics platforms, databases, and any supported spaces where your data resides.
You can pull up your data to Google Sheets with a few clicks and set up auto-refresh schedules. This keeps your sales reports, dashboards, and analytics updated.
Follow the steps below to automate your sales reporting with the help of Coefficient.
Step 1:Import data to Google Sheets
After installing the Coefficient app to Google Sheets, launch it from the Add-ons tab on the menu to open the sidebar.
Pull up your data by clicking Import Data and choose your data source, selecting the objects you want to import, and choosing the fields. You can also add filters to specify your import data further.
When you’re done, click import, and the data will populate your spreadsheet.
Step 2: Build your sales report charts and graphs
Create your charts and graphs by inserting a chart or using the Explore feature (follow the steps on inserting and customizing a chart in the methods mentioned earlier).
Use the Chart editor to customize your chart by adding texts, changing its appearance, style, and colors, and modifying the elements accordingly.
Step 3: Set up auto-refresh schedulesand alerts
Coefficient lets you set hourly, weekly, or daily auto-refresh schedules so you won’t need to manually repeat your data imports every time your source data changes.
With this feature, your data syncs automatically to the latest version of your data source, so you get real-time sales report information.
You can also set up email and slack notifications to send automated alerts when your sales data and reports get updated on Google Sheets.
Select the alert type, conditions, and frequency and add the recipients.
This is what a Slack notification from the Coefficient alert you set up can look like.
Coefficient saves you from the time-sucking, laborious tasks of moving and syncing your sales datasets while giving you a 360-degree view of your sales data in real-time.
Video Walkthrough: How to Trigger Slack Notifications from Google Sheets
Make sales reporting smarter and faster
Save your sales team from unnecessary stress and streamline your workflows by automating your sales reporting.
With automated sales reports, you get insights faster and you save time and money, which could be better spent on more critical aspects of your sales operations.
Leverage the power of Coefficient to supercharge the syncing of sales data on Google Sheets and keep your reports and analytics always updated.
This keeps you from missing any opportunities, improves your team’s overall efficiency, and helps you spot potential issues quickly and address them before they become bigger problems.
Sales forecasting is a crucial aspect of any enterprise. The practice helps companies visualize their sales pipeline and estimate sales revenue for the year.
However, automating sales forecasting is often easier said than done for many businesses. Obstacles such as data accuracy and disparate data sources make effective forecasting difficult.
That’s why we’ve created a sales forecasting template for Google Sheets to share with you! You can power this template with live data from any system, including HubSpot, Salesforce, database, or BI tools. Download the template for a pre-built automated forecasting solution, or continue with the video or step by step guide below.
Let’s dive in!
Video Walkthrough: How to Automate Sales Forecasting
A Step-by-Step Guide to Automate Sales Forecasting in Google Sheets
Coefficient not only simplifies your sales forecasting process but also automates it, saving you time and reducing errors.
Now let’s walk through how you can automate your sales forecasting process in Google Sheets.
Start by launching Coefficient from the extensions tab in the top menu of Google Sheets. Go to Extensions -> Coefficient -> Launch.
Once the Coefficient sidebar launches, choose Import from…
Next, select Salesforce as your data source.
Click From Objects & Fields.
Under New Import, choose the Opportunity object.
Choose Select fields…
Then select the required fields: ‘Name,’ ‘Close Date,’ ‘Forecast Category,’ ‘Stage,’ ‘Amount,’ and ‘Probability.’
Once all the fields are selected, name your import. Then click import to send your data to Google Sheets.
Now let’s add a calculated field to your import. First, select a new cell and label it ‘Forecasted Revenue.’
Forecasted Revenue can be calculated by multiplying your ‘Amount’ times your ‘Probability’ divided by 100. In this example, =E3*F3/100.
Drag the formula down the column to calculate forecasted revenue for each row.
Now, let’s build your analysis sheet by starting a new tab and labeling it ‘Summary.’
Next, assign each value. These are ‘Forecast Category,’ ‘Pipeline,’ ‘Best Case,’ ‘Commit,’ and ‘Closed Won.’
Now, create a table that sums the amount of forecasted sales revenue by Salesforce forecast category.
You can use the SUMIFS formula in Google Sheets to accomplish this:
Finally, it’s time to visualize our forecasting data!
To do so, go to Insert -> Chart.
The Chart editor will appear. Choose the Waterfall chart.
This will display your estimated sales revenue by forecast category.
And there you have it!
With just a few clicks, you’ve been able to import your Salesforce opportunity data into Google Sheets and forecast your sales revenue automatically.
Simplify Your Sales Forecasting with Live Data in Spreadsheets
Automating sales forecasting isn’t as hard as it sounds. With Google Sheets and Coefficient, you can streamline the process and create a clear view of your sales pipeline and estimated revenue, powered by live data.
To automate sales forecasting in Sheets, all you need to do is follow the steps in this guide or download our free sales forecasting template.
And if you want to see how your spreadsheet can be powered by live data, get started for free with Coefficient to right now.
