ChatGPT for sales is the ultimate tool to boost your team’s performance and streamline processes. By integrating ChatGPT into your sales workflow, you can create personalized customer experiences, automate time-consuming tasks, and gain valuable insights from data analysis.
In this blog post, we’ll explore how ChatGPT can elevate your sales strategies and RevOps.
Let’s dive in!
Why Should You Start Using ChatGPT in Your Sales Process?
Personalization at Scale: ChatGPT allows you to customize your communications for each prospect, creating a unique and engaging experience that generic outreach can’t match.
Boost Efficiency: Automate repetitive tasks like prospecting emails, follow-ups, and data analysis, freeing up your sales team to focus on building relationships and closing deals.
Data-Driven Insights: ChatGPT can analyze large datasets to uncover patterns in customer behavior and predict market trends, empowering your sales team to make informed decisions.
Continuous Improvement: As an AI tool, ChatGPT learns from each interaction, constantly refining its responses and suggestions to ensure your sales strategies remain effective and up-to-date.
Cost-Effective Solution: Implementing ChatGPT in your sales process is an affordable way to increase efficiency, improve lead qualification, and ultimately drive more sales.
5 Ways to Use ChatGPT for Sales Performance
Build Your Sales Team Members’ Personal Brands on Social Media
ChatGPT helps create authentic, engaging content that showcases your team’s expertise and personality. This AI-generated content establishes your sales team as trusted industry leaders.
By sharing this content across social media profiles, your team can attract new prospects, spark meaningful conversations, and drive more sales opportunities.
Customize Cold Outreach Messaging Using GPT in Google Sheets
Coefficient integrates ChatGPT with Google Sheets to create personalized outreach messages at scale.
By feeding ChatGPT with customer data and preferences, you can generate tailored messages that speak directly to each prospect’s unique needs and pain points. This automated process boosts response rates and engagement while saving your sales team valuable time.
Come Up with Lead-Qualifying Questions
ChatGPT generates targeted, insightful questions to uncover a lead’s intentions, budget, and decision-making authority. These AI-generated questions help your sales team:
Quickly determine a lead’s suitability
Prioritize their outreach accordingly
Tailor qualifying questions to specific industries, roles, or pain points
Role Play with a Prospect
Sales teams can practice pitches, handle objections, and refine techniques in realistic AI-powered role-play scenarios. ChatGPT provides immediate feedback and suggestions for continuous improvement. Regular practice builds confidence and helps close more deals.
Summarize Notes from a Sales Call
ChatGPT generates concise summaries of sales calls, highlighting key points and next steps. This streamlines the note-taking process and ensures consistent, thorough records.
Additionally, ChatGPT can identify patterns and insights across multiple call summaries to help refine your sales strategy.
3 Ways to Use ChatGPT to Improve RevOps
Use Code Interpreter for Forecasting
Accurate sales forecasting is crucial for making informed decisions and allocating resources effectively. With Coefficient’s Code Interpreter, you can:
Leverage ChatGPT’s natural language processing capabilities to generate sophisticated forecasting models directly within Google Sheets
Describe your forecasting requirements in plain English, and Code Interpreter will generate a custom Google Apps Script tailored to your specific needs
Eliminate the need for manual data manipulation and complex formulas, allowing your RevOps team to focus on strategic analysis and decision-making.
Use Coefficient’s GPT Capabilities to Cleanse Data
Clean and accurate data is the foundation of effective RevOps.
However, ensuring data consistency across multiple platforms can be time-consuming and prone to errors. Coefficient’s GPT capabilities simplify this process by:
Enabling you to identify and resolve data inconsistencies, duplicates, and errors directly within Google Sheets
Allowing you to describe your data cleansing requirements in natural language, and then generating Google Apps Script code that automates the process of identifying and fixing data issues across your CRM, marketing platforms, and other data sources
Use GPT Chart Builder for Quick Data Visualization
Data visualization is essential for communicating insights and driving data-driven decision-making.
However, creating effective charts and graphs can be time-consuming and often requires specialized skills. Coefficient’s GPT Chart Builder simplifies this process and makes data visualization accessible to everyone on your RevOps team.
With GPT Chart Builder, you can:
Create comprehensive, professional-quality visualizations by simply describing your requirements in plain English
Ask for specific chart types and data comparisons, such as a “stacked bar chart comparing sales performance by region and product category,” and GPT Chart Builder will generate the chart automatically within Google Sheets
Democratize data visualization, enabling your RevOps team to quickly create compelling visuals that drive data-driven decision-making and facilitate more productive strategic planning sessions
Limitations of ChatGPT for Sales & Best Practices
Hallucinations and Accuracy Checks
AI models like ChatGPT can sometimes generate convincing but factually inaccurate content, known as “hallucinations.”
Always conduct accuracy checks and maintain human oversight, especially when making critical business decisions.
Best Practices for Using ChatGPT in Sales and RevOps
Use ChatGPT as a tool to augment and support human expertise, not replace it entirely
Regularly review and update AI-generated content to ensure relevance and accuracy
Maintain human oversight and final approval for all AI-generated messaging and content
Continuously monitor and analyze the performance of AI-powered strategies to optimize results
Ensure compliance with data privacy regulations when feeding customer data into ChatGPT
Provide clear guidelines and training for sales teams on effectively integrating ChatGPT into their workflows
Balance the use of AI-generated insights with human intuition and experience for well-rounded decision-making
Embrace the Future of Sales with ChatGPT and Coefficient
Integrating ChatGPT into your sales and RevOps processes will help you be more efficient and deliver more personalized experiences for prospects and customers.
Coefficient makes it easy to connect ChatGPT with your existing tools like Google Sheets, CRMs, and marketing platforms, so you can start using this powerful technology right away.
Don’t miss out on the opportunity to revolutionize your sales and RevOps. Start your journey with ChatGPT and Coefficient today and experience the future of sales success. Get started for free!
Objects within Salesforce CRM generally have well-defined relationships. But a glaring gap exists between the Lead and Account objects in Salesforce, often making lead to account matching an absolute headache.
In Salesforce, a Lead typically passes through a filtration process that detects a prospect’s intent, such as opening emails and reading whitepapers. This contributes to practices such as lead scoring, which sales reps use to gauge who they should speak to.
Here’s where it gets tricky.
Once a lead becomes a qualified buyer, the associated Lead in Salesforce often transitions to a Contact under an Account. The Lead record is removed once it becomes a Contact.
That sounds benign. But this can become a problem when you bring new Leads into your Salesforce system.
For instance, let’s say you upload a list of Leads from a webinar.
Some of those Leads might now be Contacts linked to Accounts. But there’s no direct way to detect if any of these Leads are tied to accounts.
So what is the solution — how do you match Salesforce Leads to Accounts? Read our ultimate guide below to find out.
Lead to Account Matching: What’s the Solution?
In our work with hundreds of different sales teams, we’ve seen lead to account matching issues pop up consistently. But don’t fret — we have a free solution that can eliminate this headache for good.
Use our template to automatically match Leads to Accounts in Google Sheets and push the data back into your Salesforce CRM.
In this guide, we’ve also highlighted other methods of Lead to Account matching, including using Salesforce CRM itself.
There’s something for everyone here! Read on to find out which solution works best for your use case.
Option 1: Lead to Account Template for Google Sheets
This may surprise you: we’ve found that Google Sheets is actually the easiest way to match Salesforce Leads to Accounts. Google Sheets is more flexible and customizable than the Salesforce CRM for a task like this.
Make a copy of the template. From there, you’ll use Coefficient to connect Google Sheets to Salesforce in a single click.
Once you’re connected to Salesforce, Coefficient will automatically import your Leads and Contacts from Salesforce into Google Sheets.
Our template uses smart formulas in Google Sheets to compare the email addresses of any new Leads against the email addresses of any existing Contacts.
When a match is found, the template will list the Account or Company Name for the matching Contact.
Once Leads are linked to Accounts, you can use Salesforce to push the data back to Salesforce to update your CRM. This automatically updates the Company Name field based on the matches found by the template.
To complete pushing back data from Salesforce to Google Sheets, follow these steps:
Launch Coefficient.
Select “Export To…”
Select “Salesforce” as the data source.
To update the Company Name field, set your “Leads” object with “Lead ID” as the primary key.
Click to export.
And voila — your Salesforce CRM is now updated with the Lead to Account matching data in Google Sheets.
Option 2: Third-Party App + Salesforce Data Loader
You can also use a third-party app from the Salesforce AppExchange to match Lead and Account data. On the Salesforce AppExchange, a search for “Lead to Account Matching” presents pages of results.
However, there’s much to consider before installing a third-party Salesforce app. This includes how much the app costs, reviews for the app, and what kind of objects the app brings into your Salesforce CRM.
You can upload the matched data into your Salesforce CRM using Data Loader. While the third-party app may cost money, Data Loader is free. But Data Loader can run into functionality limitations.
With Data Loader, you can insert Leads as Contacts under the appropriate Accounts. This process is manual and time-consuming. If you have a high volume of Salesforce records, it’s not ideal.
Option 3: Salesforce Custom Flow & Report
Another option you can perform inside of Salesforce itself is combining a custom flow with a report.
For instance, you can leverage custom fields to compare the domain of the Lead’s email address and the Account’s website.
First, create a formula field on the Account that grabs the domain from the website:
Then create a formula field on the Lead that grabs the domain from the email:
Once you have both domains, you can set up a decision criteria in a Flow to identify if they match.
Use a Boolean (checkbox) field on the Lead record, and a report to identify what Account the Lead matches. Then use decision criteria in a Flow to evaluate if the Lead and Account match.
You can then harness the report to convert Leads into Contacts for those Accounts or utilize Apex to convert Leads in scheduled jobs.
Overall, this solution is a bit intensive, but more customizable than some of the other options in this blog.
Option 4: Matched Leads Component in Pardot
In Pardot, there’s a built-in Lead to Account matching feature available. Pardot is Salesforce’s marketing automation platform, designed for email automation, lead management, and other sales and marketing tasks.
A Standard Leads on Accounts Matching rule is included with Pardot. You can navigate to the Lightning Account page and add a Lightning Component called “Matched Leads”.
Once your component is on the Lightning page, make sure the permissions are correct, so your team members can access it.
Salesforce Lead to Account Matching: What Option is Right for You?
There are many different ways to perform lead to account matching for your Salesforce data. The option you choose will depend on your specific use case.
The easiest method, though, is to use our pre-built Lead to Account Matching template for Google Sheets.
The template connects to your live Salesforce data and automates the process of lead to account matching in a single click.
So what are you waiting for? Try our free Lead to Account Matching Template for Google Sheets right now!
According to a recent study by Gartner, organizations that leverage advanced analytics and sales dashboards achieve a 20% increase in win rates and a 10% decrease in sales cycles. This underscores the importance of choosing the right sales dashboards for your RevOps team.
In this comprehensive guide, we’ve curated the 10 most effective B2B sales dashboards that can transform your RevOps operations.
These dashboards offer real-time insights, predictive analytics, and the ability to track key performance indicators, enabling your team to make informed decisions, optimize sales processes, and drive revenue growth.
Projected Revenue: This metric estimates how much money your business expects to earn in a specific period. It helps in setting realistic financial goals and allocating resources effectively.
Sales Quotas: Sales quotas are targets or goals set for your sales team. The dashboard helps you monitor their real-time progress, ensuring they stay on track and meet their objectives.
Pipeline Trends: Understanding pipeline trends means analyzing the flow of potential deals. The dashboard provides insights into how leads progress through your sales process, helping you identify bottlenecks or opportunities for improvement.
Using a Sales Forecasting Dashboard allows you to make informed decisions, allocate resources efficiently, and adapt your sales strategies based on real-time data. This proactive approach enhances your ability to meet revenue goals and stay competitive in the market.
A Sales Performance Dashboard is an essential tool for businesses aiming to enhance their sales operations and drive success. This user-friendly dashboard provides real-time insights into both individual and team sales activities, facilitating effective monitoring and decision-making.
One of its primary functions is to track the number of calls each salesperson makes, offering a clear view of their outreach efforts. This information helps sales managers ensure their team actively engages with potential customers and prospects.
It allows businesses to keep tabs on the number of deals closed, providing a crucial measure of sales effectiveness and revenue generation. It helps identify which strategies yield the best results and which areas may require improvement.
The Pipeline Management Dashboard is a powerful tool designed to help businesses assess and enhance the health of their sales pipelines. This user-friendly dashboard provides a clear and real-time view of critical pipeline metrics, allowing for informed decision-making.
At its core, the dashboard offers the ability to analyze pipeline health by various key factors:
Stage Analysis: It allows you to closely monitor the progress of deals at different stages of the sales process. This insight helps identify where potential bottlenecks or delays may be occurring, enabling proactive measures to keep the pipeline flowing smoothly.
Projected Close Dates: The dashboard provides estimates for when deals are expected to close. This information is invaluable for managing cash flow, resource allocation, and setting realistic revenue expectations.
Win Rates: By tracking win rates, businesses can gauge the effectiveness of their sales strategies. It helps in understanding which types of leads or opportunities are more likely to convert into actual sales.
The Sales Cycle Dashboard is a valuable tool for businesses seeking to streamline their sales processes and identify areas for improvement. This user-friendly dashboard provides a clear and real-time view of the various stages within the sales cycle, enabling effective analysis.
One of its key functions is to review the sales cycle stages. It allows sales teams and managers to track and assess the progression of leads and deals through the sales process. This insight helps identify where potential bottlenecks or delays may occur, allowing for prompt intervention to keep the sales cycle running smoothly.
The dashboard works by providing a visual representation of each stage in the sales cycle, allowing for quick and easy identification of areas that may require attention. By actively monitoring the sales cycle, businesses can make data-driven decisions to optimize their processes, reduce sales cycle times, and ultimately increase revenue.
A Sales Activity Dashboard is a vital tool for monitoring your sales team’s performance on a daily and weekly basis. This dashboard provides real-time insights into key activities such as calls, emails, and demos. By tracking these activities, you can assess the team’s productivity and effectiveness in engaging with potential customers.
On a daily basis, the dashboard displays the number of calls made, emails sent, and demos conducted by each team member. This allows you to identify trends and allocate resources where needed. It also helps set daily targets and keep the team accountable for their actions.
The weekly view provides a broader perspective, summarizing the cumulative activities of the team throughout the week. This enables you to assess progress toward your sales goals and make strategic adjustments as necessary.
A Sales Activity Dashboard empowers you to make data-driven decisions and optimize your sales team’s efforts, ultimately driving better results and revenue growth.
The Sales Rep Scorecard Dashboard is a pivotal instrument for businesses aiming to boost their sales team’s performance and overall success. It offers a comprehensive assessment of each sales representative’s achievements, encompassing metrics such as deals closed and activities completed.
Managers can use this dashboard to easily identify top-performing reps, providing the foundation for recognition and motivation within the team.
For those reps facing performance gaps, the dashboard serves as a valuable coaching resource, pinpointing areas for improvement and allowing for tailored training initiatives.
Efficient resource allocation becomes feasible as the dashboard aids in discerning which reps excel and require more support, contributing to more equitable workload distribution. It facilitates goal tracking, aligning reps and managers with sales targets, and empowers data-driven decision-making that optimizes sales strategies.
Enhanced accountability, driven by active performance monitoring, encourages reps to consistently work toward their objectives, ultimately resulting in revenue growth.
The Win/Loss Analysis Dashboard is a powerful tool designed to help businesses gain deeper insights into the factors contributing to both successful and unsuccessful deals. Its primary purpose is to enhance the sales process by understanding why deals are won or lost.
This dashboard provides a structured view of the reasons behind deal outcomes. It allows sales teams to identify patterns and trends by categorizing and analyzing various factors such as pricing, competition, product features, customer feedback, and sales rep performance.
By dissecting the data from this dashboard, you can:
Improve Strategy: Gain a better understanding of what works and what doesn’t in your sales approach. Use this knowledge to refine your sales strategies and tactics.
Enhance Product/Service Offerings: Identify areas where your products or services may fall short and make necessary improvements to meet customer needs better.
Competitive Insights: Understand how your offerings compare to competitors, helping you adapt and stay ahead in the market.
Sales Rep Training: Pinpoint areas where sales representatives may need additional training or support, leading to improved performance.
Pricing Strategy: Determine whether pricing is a significant factor in winning or losing deals and adjust pricing strategies accordingly.
Customer Feedback: Leverage customer feedback to make targeted improvements and provide a better buying experience.
A Sales Opportunities Dashboard is a crucial tool for monitoring and managing your sales pipeline effectively. This dashboard allows you to keep tabs on your open opportunities, making it easier to prioritize and strategize. You can categorize opportunities by stage, owner, and expected close date.
You can quickly identify which deals are in the early stages of development and which ones are closer to closing. This helps your team focus their efforts where they’re needed most.
Assigning owners to each opportunity ensures accountability and helps you know who’s responsible for moving the deal forward. Plus, knowing the expected close date gives you a clear timeline for revenue projections and resource allocation.
9. Leads Dashboard
A Leads Dashboard is a dynamic tool for gaining insights into your lead generation efforts. This dashboard allows you to monitor three critical aspects of your lead management: lead volume, lead quality, and lead velocity.
Tracking lead volume gives you a clear picture of how many leads your marketing efforts are generating. This data helps you assess your marketing campaigns’ effectiveness and set realistic growth targets.
Evaluating lead quality helps you distinguish between leads that are more likely to convert into customers and those that may not be as promising. It’s essential to prioritize high-quality leads to maximize your sales team’s efficiency.
Lead velocity measures the speed at which leads move through your sales funnel. This metric helps you identify bottlenecks and areas where leads are getting stuck, enabling you to take corrective actions promptly.
You can use the Sales Revenue Dashboard to make informed decisions and drive growth. This dashboard, which tracks Monthly Recurring Revenue (MRR) and Annual Contract Value (ACV), offers a straightforward way to understand your business’s financial health.
You can ensure that your monthly income is on track, much like tracking a subscription fee. Meanwhile, monitoring ACV allows you to gauge how much each customer is worth annually, simplifying long-term financial planning.
In addition to tracking current revenue, business owners can use this dashboard to assess the effectiveness of their sales and marketing strategies.
If MRR and ACV are consistently growing, it’s a sign that your business is healthy and on an upward trajectory. Conversely, if these numbers decline, it’s a clear indicator that adjustments are needed, whether in customer retention strategies or expanding services.
Build Custom Sales Dashboards with Coefficient in Google Sheets
B2B Sales Dashboards: The Ultimate Tool for RevOps Professionals
Having the right insights at your fingertips is crucial. These 10 powerful B2B sales dashboards are the secret weapon for RevOps teams, offering unparalleled visibility and strategic advantage.
Whether it’s tracking leads, analyzing revenue growth, or optimizing customer acquisition, these dashboards are your trusted allies.
Transform your sales analytics and boost your sales performance with Coefficient’s intuitive and powerful platform!
If you want to build a lead generation dashboard in Google Sheets, then you’ve come to the right place.
A lead generation dashboard helps you evaluate the value and performance of your marketing campaigns by letting you track your numbers and get a top-level of your Key Performance Indicators (KPIs).
In this guide, we’ll show you how to create a lead generation dashboard in Google Sheets and demonstrate how easy it is to update your Salesforce lead data using Coefficient.
What is a lead generation dashboard?
A lead generation dashboard gives you a big picture view of your conversion rates and digital marketing channels.
Lead generation reports deliver actionable insights that help marketing and sales teams explore the lead generation data further to optimize marketing strategies and, in turn, improve results.
A comprehensive lead generation dashboard should provide good visibility into the lifecycle of your leads’ lifecycle and should help address these questions:
Are your lead generation efforts driving enough Marketing Qualified Leads (MQLs) for your sales team?
Which marketing campaigns generate the most leads?
Which campaigns bring in the most qualified leads?
Are your critical lead generation KPI trends moving up or down over time?
With a lead generation dashboard, you can continuously monitor the performance of your lead lifecycle and easily share critical data across your teams and company.
It gives you the data you need to make the right adjustments to your strategies and even helps make your salesforce sales funnel analysis better (among others).
Steps to building your dashboard
The first important thing to do is to identify KPIs you and your team find most relevant.
Some of the essential lead generation KPIs to track include the following.
The number of leads. A lead can depend on what your company considers or qualifies as leads. For instance, if a lead is someone who starts a free trial, then your total number of leads would include the number of people who signed up for a free trial of your product.
Leads by source. Tracking this KPI can help you determine which marketing campaigns and channels, such as Search Engine Optimization (SEO), digital ads, and social media platforms, generate new leads for your business.
Current leads by stage. This is a critical lead lifecycle over time metric that lets you see the most recent details of your leads to help you identify trends and optimize your lead generation efforts.
Total lead value. This (approximate) number provides a good estimation of your leads’ overall worth for the business.
Conversion rate. The percentage of leads who perform a specific action is your conversion rate. These actions can include subscribing to your email newsletter on your landing page, downloading an ebook, making a purchase, or clicking a link in your email.
Essentially, your conversion rate is the percentage of leads who act on your conversion goals. You can uncover this insight by looking into your open, won, and lost deals.
Once you have determined the critical lead generation KPI metrics you want to track and get insights from, start building your dashboard by following these steps.
Step 1: Pull your dataset from your data source
To get your data from Salesforce into your spreadsheet, install the Coefficient: Salesforce, HubSpot Data Connector app, and launch it from the Google Sheets Add-ons menu tab.
On the Coefficient sidebar, select Importdata > Salesforce, then choose whether to import from reports, objects, or use a custom SQL query.
Customize your imports easily by choosing only the data you need. For instance, if you’re pulling data from a Salesforce report, you can edit your import by filtering the fields you want to include.
When you’re done, click the Import button, and your Salesforce data should populate your Google spreadsheet almost immediately. It should look something like the sample data below.
Step 2: Create your lead generation KPI graph or chart
Let’s say you want to include the number of leads per month from August 1, 2020, to January 31, 2021, in your lead generation dashboard.
On your table containing your dataset, select the required data range, including the column labels. Click Insert on the Google Sheets menu, then Chart.
On the Chart editor sidebar under the Setup tab, select the chart type. For this example, we’ll use a column chart.
Configure the chart how you want by choosing stacking options, editing the data range, combining ranges, and changing the X-axis label (among other things).
Customize your chart’s design, colors, and other elements by clicking the Customize tab in the Chart editor and modifying your visualization accordingly.
The chart customizable chart elements include the chart and axis titles, Series data, Gridlines and ticks, Legend, and other options.
When you’re done, you should have a chart showing your number of leads per month.
Step 3: Build your dashboard
Now that you have your first chart, click the three dots on the upper right-hand corner and select Move to own sheet.
Doing so places your chart on a separate sheet within the same file. Add the rest of your graphs and charts to your lead generation dashboard.
Let’s walk through another example. This time, let’s create visualizations that track and show your conversion rates based on your Won, Lost, and Open deals.
Follow the same steps we did previously by selecting your data range (or ranges) and clicking Chart from the Insert menu option.
Let’s choose a different chart style this time — a gauge chart to show the won leads or deals.
Create the other gauge charts that show your lost and open deals and customize their design and elements accordingly.
When you’re done, you should have charts you can display on your lead generation dashboard that look like this.
Move the charts to the sheet containing the first chart you created and build the rest of your visualizations.
Create other KPI metrics visualizations you want to track. They can be as granular as possible, such as a graph that shows your lead to opportunity conversion rate, depending on what you and your team consider essential.
Take a look at your completed lead generation dashboard.
Choose a color scheme that best presents your data and includes elements that highlight your critical figures. This allows all your viewers, teams, and other stakeholders to quickly get a good sense of your lead generation insights.
Organize your charts and graphs in a way that makes sense for your target audience and helps you tell a complete visual story of your lead generation efforts and their progress.
Step 4: Keep your lead generation dashboard data live
What happens when you add new information to the Salesforce data linked to your Google Sheets lead generation dashboard?
Will you need to import new data to your lead generation report every single time to keep your dashboard up-to-date?
Not with Coefficient.
The app allows you to update your Salesforce data automatically through an auto-refresh schedule.
You can set the auto-refresh schedule for your Salesforce data on Google Sheets before importing your dataset. Or you can click the menu button on the Coefficient sidebar and select Refresh Schedule.
Set an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically sync changes or new data additions to your linked Salesforce datasets. This saves you and your teams from often lengthy and time-consuming aspects of keeping your lead generation dashboard data live and always relevant.
You can also update your Google Sheets data instantly by clicking the Refresh button.
Remember to set the spreadsheet sharing option accordingly to allow other users to view or edit your Google Sheets lead generation dashboard.
Click the Share button on the top right corner of the Google Sheets interface and configure your preferred sharing settings.
Coefficient also helps you keep everyone in the loop by letting you set alerts that automatically send notifications to specific recipients.
You can configure these alerts to trigger according to your scheduled notification frequency, or when new rows or data are added to your linked Google Sheets dataset.
For example, you can set alerts that send daily screenshots of your opportunities to Slack or your lead generation KPI dashboard to your management team.
Recipients get an alert in Slack and they can click the link within the notification to open the sheet so they can check the changes or updates on your dashboard in more detail.
You can also send automated notification emails containing weekly screenshots of your open leads to marketing and sales team members.
With the power of Coefficient combined with native spreadsheets functions and features, you’ll learn how to build a marketing dashboard in Google Sheets that is easy to put together and update with minimal effort.
The easier it is to build your lead generation dashboard, the faster you and your teams can track your critical KPIs, gain actionable insights, identify potential gaps in your marketing strategies, and implement appropriate adjustments. This helps you optimize your lead generation efforts and drive better results efficiently.
Creating a lead generation dashboard is not rocket science
An effective lead generation dashboard helps you articulate the value of your marketing efforts while simplifying tracking and deriving insights from your crucial KPIs.
As such, building a comprehensive lead generation dashboard begins with migrating your data from Mailchimp, Salesforce, or other business system into Google Sheets.
Coefficient makes this uber easy by letting you import data quickly with a few clicks and automatically keeps your data updated at all times.
With Coefficient, creating your lead generation reports and dashboard is efficient, seamless, and almost effortless. This helps you extract valuable insights easily, improve your strategies, and make data-driven business decisions.
For SalesOps managers, building and maintaining a sales performance dashboard is often an ongoing headache.
But with our free sales performance dashboards for Google Sheets, you can visualize the performance of your sales teams in real time without ever leaving your spreadsheet.
Coefficient’s sales performance dashboard works with your HubSpot or Salesforce data. You’ll simply connect your CRM to Google Sheets with Coefficient and, voila, the dashboard will automatically populate with your data.
You can grab your free dashboard just below. For a full overview of the dashboard, including how to set it up and leverage it, you’ll have a full video and text walkthrough below.
A sales performance dashboard is a critical tool for SalesOps managers. Over the past several years, we’ve worked with hundreds of sales teams across the world, and we’ve seen firsthand how essential this dashboard is for sales operations.
Sales performance dashboards track sales team performance over time, typically on a yearly, quarterly, monthly, and weekly basis. The dashboard gives an overview of sales by opportunity type, top accounts, and closed deals. A sales performance dashboard can also sort by country, industry, and other segments.
Although specific KPIs can vary based on use case, most companies employ these dashboards to gain a birds-eye view of bottom-line results across different teams and time periods. That’s why the dashboard is such an indispensable part of a SalesOps manager’s arsenal.
Video Walkthrough: How to Use Your Template
We’ve made the process incredibly simple to download your template and power it with your live data. Here’s a quick walkthrough of how it’s done.
How to Build a Dashboard to Track Sales Performance
As crucial as sales performance dashboards are, the CRM systems that SalesOps managers typically build them in are clunky, limited, and rigid. Popular CRM systems, such as Salesforce and HubSpot, are not flexible enough and cannot blend data between different systems in an efficient fashion.
The result is that many SalesOps managers design their dashboards in spreadsheets. With spreadsheets, SalesOps managers can import data from multiple sources, easily format data, and visualize outputs, all within the interface that many SalesOps managers prefer.
However, even with the right data, traditional spreadsheets suffer from problems of their own. They can break in some cases, and the data can quickly go stale, unless you manually update the spreadsheet consistently. But this requires a significant amount of time and effort.
That’s why we created our sales performance dashboard for Google Sheets. We want SalesOps managers to focus on analysis and insights, rather than creating dashboards.
Our pre-built sales performance dashboard automates all the steps in the dashboarding process, from scoping, to building, to maintenance:
Scoping – Our dashboard tracks best-in-class KPIs. We’ve helped hundreds of sales teams build dashboards for all kinds of use cases, so we know what works, and what doesn’t.
Building – The dashboards themselves are entirely pre-built. We’ve already implemented all the logic, formulae, and functions in Google Sheets to output beautiful dashboards.
Maintenance – Coefficient automatically updates your CRM data in Google Sheets, so your dashboards are always up-to-date. No more manually copying-and-pasting data into your spreadsheet.
Here’s an overview of how to set up the dashboard, along with the various features and capabilities.
How to Set Up Coefficient’s Dashboard Template
You can set up our sales performance dashboard in a few simple steps. First, click the button below for the CRM that you use.
Once you click the button, you’ll enter a landing page. Submit your email to grab the template.
Once you enter your email, you will be routed to your dashboard in Google Sheets. Click “Use Template” to copy the sales performance dashboard.
After you make a copy, you will enter the dashboard in Google Sheets. To connect your live data to the dashboard, you’ll need to install Coefficient.
A sidebar will automatically pop up once you’re inside Google Sheets. If you do not already have Coefficient installed, click “Add to Sheets” on the sidebar.
You will land on Coefficient’s page in Google Workspace Marketplace. Press “Install” to install the Coefficient add-on.
Once the install process is complete, return to the sidebar and choose the “Use” button and then press “Launch”. This will launch the Coefficient add-on.
From here, you will need to connect your Salesforce or HubSpot CRM data to power the dashboard. Follow these step-by-step walkthroughs on how to set up each CRM data source.
Now your Salesforce or HubSpot data will automatically populate the dashboard!
Sales Performance Dashboard: Features & Capabilities
Our sales performance dashboard allows sales leaders to compare year-over-year sales performance by industry, region, and account.
At the top of the dashboard, you can toggle between year, team, country, and opportunity. This will make the visualizations in the dashboard display these segments.
The top-line visualizations in the dashboard show critical sales performance KPIs, including yearly historic revenue, and total sales by year, quarter, month, and week.
See a high-level overview of monthly sales by deal type — including new business, existing business, and expansion — and sales by country with a geographic gradient map.
Keep track of your top 5 accounts and industries with up-to-date graphs powered by real-time CRM data.
You can also view the largest deals closed in a pre-designed report, including deal name, account name, amount, close date, and owner.
The dashboard offers all the visualizations and reports your team needs to measure yearly, monthly, weekly, and daily growth. Give it a try — it only takes a few clicks to launch the dashboard.
Try Our Free Google Sheets Dashboard Now!
With our sales performance dashboard, you can track how your sales teams are executing at any given point in time. And now you can launch Coefficient’s free sales performance dashboard in Google Sheets, with pre-built visualizations and automatic data updates, so all the hard work is taken off your plate.
A sales dashboard shows a bird’s eye view of your sales performance and whether or not you’re meeting your targets.It presents your data in comprehensive, easy-to-read visualizations and reports.
However, while most sales management and Customer Relationship Management (CRM) tools provide built-in dashboards, most have limited customization features and only include a few metrics.
What’s more, unless you’re well versed and know how to set up a sales dashboard in CRMs like Salesforce, HubSpot, Pipedrive or Zoho CRM the entire process could take up too much time and effort.
Google Sheets provides a more straightforward solution with its features, apps, functions, and formulas that allow you to create custom reports and visualizations for your sales dashboard quickly.
In this guide, we’ll cover what a sales dashboard is, what key metrics to include, and how you can build one using Google Sheets.
Want to skip to the fun part? Pick a free Google Sheets sales dashboard that aligns with your reporting needs, make a copy, and pull in your live data from Salesforce or HubSpot in just a few clicks.
What is a sales dashboard?
A sales dashboard is an easy-to-understand graphical presentation of your critical sales data. It’s intended to help sales managers and company owners (among others) to make better, data-driven business decisions.
Dashboards present your sales data in a more meaningful way, often through graphs, heatmaps, gauges, and other visualizations.
These can be interactive or static; and most modern sales dashboards are dynamic, time-based (showing data in adjustable or regular time frames), and often connected in real-time to a database or data source.
Essentially, a sales dashboard involves sales-specific data points and metrics that give you an up-to-the-moment view of your sales operation’s health.
Why use Google Sheets to create a sales dashboard?
Google Sheets offers way more than the basic formulas and functions you might expect. If you know what you’re doing (and some help from AI), you’ll uncover powerful insights, tables, and charts that make building custom reports surprisingly easy. Key benefits of Google Sheets is,
It’s Built for Calculations – Google Sheets gives you a huge list of functions and formulas that let you manipulate your data however you need to extract the insights you’re after.
Cloud Accessibilty – Since it’s cloud-based, you can access your Google Sheets dashboard from anywhere with your Google account. This makes teamwork and collaboration much smoother and gives you flexibility in how you work.
Plays Well With Other Data – You’ve got functions for importing data from multiple sources, pulling maximum values from database ranges, and linking data from other spreadsheets and sheets.
You can tackle everything from basic project management to sophisticated financial modeling, all while creating visual dashboards that actually make sense of your data.
Some of the most popular applications include:
Gantt charts for product management
Sales forecasting models and pipeline dashboards
Lead to opportunity conversion rate tracking
Interactive performance dashboards with real-time data
Financial models and budget forecasting
The key is that Google Sheets handles both the number crunching and visual presentation, so you’re turning raw data into actionable insights rather than just staring at spreadsheets. The analysis and reporting possibilities are pretty extensive once you get comfortable with it.
AI Features in Google Sheets Makes Things Easier
With Google’s Gemini built right into Google Workspace, you can generate formulas by simply describing what you want in plain language. Tools like Coefficient AI take this even further to help you build pivots, create charts automatically, clean up data and discover insights or anomalies just using natural language instead of writing complex formulas.
Pre-requisites to Build your Sales Dashboard
Before you start building your sales dashboard, identify the data points and metrics you want to track, highlight, and see.
Know the Key Performance Indicators (KPIs) that are meaningful to you, your managers, and your team. You can then determine the data sources and types to monitor.
It helps to consider these questions.
Where will your data come from? Will your data source allow automated importing, exporting, and syncing, or will you need to do it manually? Will this require a third-party tool?
How often will you need to update the sales dashboard?
What specific metrics and data points show up often in your reports?
What are your identified KPIs?
Are there metrics that are regularly seen or reviewed as more crucial than others during your sales team meetings and one-on-one salesperson (or rep) reviews?
Does your company have multiple sales teams, such as field and inside sales units?
Address these questions to help you determine what data and metrics to include and how to best present the information to get the most out of your sales management dashboard.
Import your data
Let’s start by importing your sales data to Google Sheets.
In this guide, we’ll show how you can import your data from Salesforce to Google Sheets seamlessly using the Coefficient application.
Coefficient is a powerful tool for importing, exporting, and syncing your data. It’s easy to set up and use, streamlining fetching data from your data source.
Once you install the Coefficient: Salesforce, HubSpot data connector app from Google Workspace Marketplace, launch it from the Add-ons tab on the Google Sheets menu.
On the Coefficient pop-up window, click Import Data and select Salesforce.
If you have a ready Salesforce report, choose Import from report. This can save you a lot of time and effort when importing the sales data you will use to build your dashboard.
Select your preferred Salesforce importing method.
Select the objects you want to include in your Salesforce data import and use the search box to find objects quickly. Next, select the fields you want to add to your dataset.
Choose the object fields to include in your data import.
You can also add a filter and sort criteria, set an import limit, and name your import so you can find and reuse it easily for your future reports and analyses.
Click Import. This should auto-populate the data to Google Sheets in a few seconds or minutes, depending on the size of your data.
This is how your Salesforce data import on Google Sheets can look.
Coefficient imports your data to Google Sheets instantly.
Automatically sync your CRM Data to Google Sheets or Excel.
Setup in a minute. Automate Import & Export Forever. Enable 2-way sync between Salesforce, HubSpot and your Sheets.
A sales dashboard can include many components and sections. However, in this guide, we’ll focus on building a dashboard with these sections:
Deals (Won, Open, and Lost)
Geo chart with total revenue of all countries and conversion rate
Lost deals vs. Won deals
Win ratio
Use a sales dashboard template
To simplify creating your sales dashboard, start with a template that you can easily build on, such as this sample Monthly Sales Dashboard from HubSpot.
Streamline building your sales dashboard with a Google Sheets template.
Using a sales dashboard template for Google Sheets speeds up your dashboard creation since you can easily customize the sections and replace the data.
Deals (Won, Open, and Lost)
Your imported sales data should include your won, open, and lost deals.
To calculate the number of deals based on won, open, or lost status, use this sample formula with the COUNTIF function. In this example, we’ll calculate the won deals.
To better understand this formula, here’s a quick breakdown:
Deals!AL2:AL should be the status column of your imported data
Deals!Z2:Z is the org_id.address column of your imported data
A19 is a cell with the country name
Use the same formula to calculate the number of open and lost deals (replace “won” with “open” and “lost”), and you should end up with something that looks like this.
Calculate the won, lost, and open deals from your dataset.
Create a visualization of the values using a pie chart. Select the data range, click Insert from the Google Sheets menu, and click Chart.
Insert a chart to create your data visualization.
On the Chart Editor pane, select Pie chart from the Setup tab. Click the Customize tab and format the labels, colors, texts, and other chart elements.
Customize your pie chart as you want.
Add the pie chart to your sales dashboard template or spreadsheet.
Geo chart
To create your Geo chart, you’ll need three columns for conversion rate, country, and total revenue, respectively.
You can use the Data Validation function to fill in the Country column manually. Click Data on the Google Sheets menu > Data validation and select the column or range with the country names on your dataset.
Use the Data validation function on Google Sheets to fill in the country column manually.
A faster way is to use the sample formula below.
={“Country name”; UNIQUE(Deals!Your range here)}
Next, let’s figure out the conversion rate per country, which is the ratio of your won deals to your total deals.
The Deals!AL2:AL in the formula refers to the status column, and the Deals!Z2:Z is the org-id.address (or country name) column of the imported data. A61 is a cell for the country name.
Drag the formula or use the Ctrl+d Copy Down shortcut to use it for the other countries in your data.
Finally, to get the Total revenue, calculate the sum of all the won deals for each country using this formula.
The value column is the Deals!AF2:AF while Deals!AL2:AL refers to the status column of the imported data. A61 is a cell with the country name, and Deals!Z2:Z is the org_id.address column.
Your final table should essentially look like this.
Calculate all the values necessary for your Geo chart.
Now that you’ve set up the data you need for each country, add a Geo chart to visualize the information for your sales dashboard.
Select the table, click Insert from the menu, then Chart. On the Chart editor, under the Setup tab, choose Geo chart.
Customize the Geo chart elements and colors accordingly.
Customize your Geo chart’s appearance and configuration accordingly and add it to your sales dashboard.
Lost deals vs. Won deals
Calculating the lost and won deals is pretty straightforward by using the formula below.
Replace Deals!CN2:CN=2016 with each corresponding year to get the value of the rest of the data. Use the same formula to calculate your lost deals and replace “won” with “lost” in the formula.
Once you have the data, apply a column chart.
Select the column containing the years, lost, and won deals. Follow the same process of inserting a chart, choose Column chart as the chart type, and customize the graph as you prefer before adding it to your sales dashboard.
Create a column chart for your lost and won deals.
Win ratio
Calculate the win ratio by dividing your won deals by the closed deals (lost deals plus won deals).
You can use a simple formula: A cell with your won deals in 2016/(a cell with your lost deals in 2016+a cell with your won deals in 2016).
For example:
=E75/(D75+E75)
You can then calculate the win rate for the remaining years and create a smooth line chart to add to your sales dashboard.
Select the year and Win ratio columns and follow the same steps when inserting a chart. Choose the Smooth line chart from the chart type options and modify the graph elements accordingly.
Insert a smooth line chart to visualize your win ratio.
At this stage, you should have all the charts and data visualizations you need to create your sales dashboard.
View how the number of deals and total revenue you earned per country.
Format and organize your sales dashboard.
Apply your desired formatting and customizations and organize your charts in a way that best suits users and your target audiences.
You can create specific dashboards, such as a sales KPI dashboard, and add other key metrics. This can include your lead conversion rate, customer lifetime value, monthly sales growth, and retention and churn rates.
Launch a Pre-Built Sales Dashboard In Google Sheets in One Click
Building a sales dashboard in Google Sheets requires a significant amount of manual work. That’s why Coefficient designed our Salesforce Sales Operations Starter Dashboard Template. Our Sales Operations Starter Template enables you to launch a complete, pre-built sales dashboard in a single click.
The template allows you to do everything outlined in this guide, and more, without requiring your team to build dashboards from scratch. By combining three major templates into one Sheet, the Sales Operations Starter Template gives a comprehensive view of your sales operations, from start to finish. Monitor your sales operations with pre-engineered dashboard and reports, including:
The Sales Operations Starter Template includes all of the core charts, metrics, and KPIs you to need to monitor and grow your sales. Track sales performance and objectives using a one-click Google Sheets template, including:
Identify top performing teams, regions, industries, and accounts
Compare monthly results for pipeline creation, win rates, average deal age, average deal size, and sales velocity
Monitor pipeline capacity to ensure you’ll always hit targets
Slice and dice your sales results by company size, deal type, and other filters
The Sales Operations Starter Template can save your team a tremendous amount of resources. And it’s free to use so you have nothing to lose by trying out the template right now.
Conclusion: Building a sales dashboard in Google Sheets doesn’t have to be rocket science
Now that you know the essential steps to create a sales dashboard in Google Sheets, you can start creating one with the help of our guide.
Using Google Sheets’ formulas and functions to create your sales data reports, analyses, templates, and visualizations, you can efficiently build and customize your sales dashboard.
Plus, importing, exporting, and syncing your data is uber-easy fast with Coefficient. The app lets you fetch data from your source to import to Google Sheets instantly with a few clicks.
You can also guarantee your dashboard data is always live and updated since Coefficient lets you schedule data auto-refresh. This means you won’t need to import new data every time the information from your source changes, saving you and your sales team a huge chunk of time and effort.
In the ever-evolving landscape of SalesOps, AI-powered sales tools are quickly becoming a necessity.
As businesses aim to stay competitive, these tools help sales teams move faster, work better, and provide business-critical insights that can elevate selling strategies.
In this guide, we’ll explore the top five AI sales tools that are revolutionizing the SalesOps world. These tools are redefining how sales teams operate.
Let’s dive in!
1. Coefficient – AI in Google Sheets and Excel
Coefficient seamlessly integrates the most popular sales platforms, databases, BI tools, and more with Google Sheets or Excel, allowing SalesOps professionals to manipulate and analyze live data in the platform they prefer: spreadsheets.
Unlike traditional tools that force you to learn new interfaces, Coefficient brings AI-powered insights directly into your familiar spreadsheet environment. The platform’s AI Sheets Assistant transforms how teams interact with data by understanding natural language commands and automatically building complex analyses.
Best Suited for:
SalesOps teams needing seamless spreadsheet-driven reporting and custom analytics who want to leverage AI without abandoning their preferred tools.
AI Features Available:
AI Sheets Assistant: Comprehensive AI tool that performs tasks using natural language commands, eliminating the need for complex formulas
Formula Creation & Fixing: AI-powered formula generation, debugging, and explanation for complex calculations
Chart Creation: Generate 15 different chart types using simple text instructions
Dashboard Creation: Automated dashboard generation with prebuilt templates and custom layouts
Pivot Table Builder: Create sophisticated pivot tables in seconds using natural language prompts
Data Analysis: Intelligent insights generation and automated data breakdowns
GPTX Sheets Functions: Access GPT functionality for text analysis, sentiment tagging, and content generation
Pricing:
Free plan available with basic AI features. Paid plans start at $49/user/month for advanced AI capabilities and unlimited data connections.
2. Gong – Revenue Intelligence Platform
Gong automatically captures and analyzes sales interactions across calls, emails, and meetings using AI to deliver deep insights on pipeline health, customer sentiment, and rep coaching opportunities. The platform transforms unstructured conversation data into actionable revenue intelligence.
Revenue teams rely on Gong to understand what’s really happening in deals, identify at-risk opportunities, and replicate winning behaviors across their organization.
Best Suited for:
Revenue intelligence, deal forecasting, and sales rep coaching in larger teams that need comprehensive conversation analytics and pipeline visibility.
AI Features Available:
Conversation Analytics: AI-powered analysis of sales calls and emails to extract key insights
Deal Risk Detection: Automated identification of at-risk deals based on conversation patterns
Automated Summaries: AI-generated call summaries and action items
Pipeline Analysis: Predictive insights on deal progression and outcomes
Forecasting: AI-driven revenue forecasting based on conversation data
Coaching Insights: Personalized coaching recommendations based on rep performance patterns
Pricing:
Platform fee ranges from $5,000-$50,000/year plus $1,360-$1,600/user/year with tiered pricing and volume discounts available for larger teams.
3. Cognism – B2B Sales Intelligence
Cognism provides phone-verified B2B contact data with comprehensive European market coverage and AI-powered segmentation capabilities. Their premium Diamond tier offers phone-verified mobile numbers and intent data for superior connection rates.
The platform combines traditional sales intelligence with modern AI features to help teams identify, target, and connect with high-value prospects more effectively.
Best Suited for:
B2B lead generation, prospecting, and targeting in EMEA, US, and DACH markets where data quality and compliance are critical.
AI Features Available:
AI Segmentation: Intelligent prospect categorization and targeting
Phone-Verified Mobile Data: AI-enhanced data verification for higher contact rates
Intent Analysis: AI-powered buying intent detection and scoring
Automated Alerts: Smart notifications for prospect engagement opportunities
Predictive Modeling: AI-driven lead scoring and qualification
Pricing:
Platinum tier: ~$15,000/year access fee; Diamond tier: $25,000/year; user seats range from $1,500–$2,500/year with custom Enterprise pricing available.
4. Apollo.io – Sales Intelligence & Engagement
Apollo.io combines sales intelligence with engagement automation, featuring their award-winning AI Research Agent that boosts prospect discovery, automates research, and personalizes outreach campaigns at scale.
The platform serves as an all-in-one solution for B2B teams focused on lead discovery, automated outreach, and comprehensive pipeline management.
Best Suited for:
SMBs and mid-market sales teams seeking automated lead generation and engagement at scale with comprehensive prospecting capabilities.
AI Features Available:
AI Research Agent: Automated prospect research and qualification
Automated Lead Enrichment: AI-powered data enhancement and verification
Smart Outreach Sequencing: Intelligent timing and personalization for email campaigns
Predictive Analytics: AI-driven insights on prospect engagement and conversion likelihood
Pricing:
Free tier available; paid plans start at $49/user/month (Basic), $99/user/month (Professional), with Enterprise plans and annual discounts available.
5. Reply.io – Multi-Channel Sales Automation
Reply.io automates multi-channel sales outreach across email, SMS, and social media platforms while managing complex workflows and AI-powered follow-up sequences for maximum productivity.
The platform excels at orchestrating sophisticated outbound campaigns that adapt based on prospect behavior and engagement patterns.
Best Suited for:
Teams focused on outbound sales with automated, multi-channel communication strategies and complex sequence management needs.
AI Features Available:
Automated Replies: AI-powered response generation and conversation management
AI Customization: Intelligent personalization for outreach campaigns
Performance Analytics: AI-driven insights on campaign effectiveness and optimization
Workflow Automation: Smart triggering and sequencing based on prospect behavior
Sentiment Analysis: AI-powered analysis of prospect responses and engagement
Pricing:
Essential: $70/user/month; Professional: $100/user/month; Business: $150/user/month with discounted annual rates and free trial available.
6. Salesforce – Enterprise CRM with AI Agents
Salesforce leads the CRM market with advanced AI agents called “Agentforce” that handle sales, service, and marketing functions including generative tools and predictive analytics. The platform offers deep customization and enterprise-grade AI capabilities.
As the most widely adopted CRM platform, Salesforce continues to innovate with AI-first features that transform how large organizations manage customer relationships.
Best Suited for:
Large organizations requiring unified CRM with integrated AI capabilities and deep automation across sales, marketing, and service functions.
AI Features Available:
AI-Driven Lead Scoring: Predictive scoring based on customer behavior and historical data
Forecasting: Advanced AI models for accurate revenue and pipeline predictions
Generative Agents: AI agents that automate routine tasks and customer interactions
CRM Data Enrichment: Automated data enhancement and completion
Workflow Automation: Intelligent process automation across the entire customer lifecycle
Pricing:
Enterprise and Unlimited SKUs increased by ~6% from August 1, 2025; Agentforce add-ons start at $125/user/month, with enhanced Agentforce editions at $550/user/month.
7. Storydoc – Interactive Sales Content
Storydoc transforms static sales proposals into interactive, AI-generated presentations that engage prospects and provide real-time analytics. The platform connects directly to your CRM for dynamic content updates and comprehensive tracking.
Unlike traditional proposal tools, Storydoc applies interactive visual storytelling to create content that stands out and drives action.
Best Suited for:
Sales teams focused on winning deals through personalized, interactive content and proposals that need to differentiate from standard presentation formats.
AI Features Available:
AI-Guided Design: Automated layout and visual design optimization
AI Copy Generation: Intelligent content creation and personalization
Automated Proposal Creation: Dynamic proposal generation from CRM data
Real-Time Engagement Tracking: AI-powered analytics on prospect interaction patterns
Brand Alignment: Automatic template customization to match company branding
Pricing:
Starter: $12–30/user/month; Pro: $45/user/month; custom Team plans available with 14-day free trial.
8. HubSpot – All-in-One CRM with AI
HubSpot provides comprehensive CRM functionality for sales, marketing, and service with native AI features called “Breeze” that power lead scoring, workflow automation, content generation, and predictive forecasting.
The platform combines ease of use with powerful AI capabilities, making advanced sales intelligence accessible to businesses of all sizes.
Best Suited for:
SMBs and mid-market businesses seeking ease of use, automation, and unified customer data with integrated AI capabilities across all customer-facing functions.
AI Features Available:
AI Agents: Automated support, prospecting, and sales assistance
Workflow Triggers: Smart automation based on customer behavior and engagement
Predictive Analytics: AI-driven insights for lead scoring and opportunity prediction
CRM Enrichment: Automated data enhancement and completion
Content Suggestions: AI-powered content recommendations and generation
Pricing:
Professional plans start at ~$800/month, Enterprise at $3,600+/month; AI agent credits available from $30/month with credit-based pricing for tasks and agents.
9. Otter.ai – AI Meeting Assistant
Otter.ai serves as an AI-powered note-taking and meeting assistant that automatically transcribes, summarizes, and extracts actionable insights from sales calls, while pushing notes to Salesforce and HubSpot and generating follow-up emails.
The platform transforms sales meetings into structured, actionable data that drives better outcomes and pipeline visibility.
Best Suited for:
Improving sales meeting productivity, pipeline visibility, and automated call documentation and follow-up processes for teams that conduct frequent prospect and customer calls.
AI Features Available:
Real-Time Transcription: Accurate AI-powered speech-to-text conversion
Sales Insights Extraction: Automated identification of key topics including BANT qualification
Automated CRM Updates: Direct integration with Salesforce and HubSpot for seamless data sync
AI Follow-Up Emails: Automated generation of personalized follow-up communications
Deal Risk Analysis: AI-powered identification of potential issues and action items
Pricing:
Free tier (300 minutes/month); Pro plan: $8.33/user/month (annual), $17/user/month (monthly); Business/Enterprise plans available for larger teams.
Empower SalesOps with AI: The Future is Now
Empower SalesOps with Coefficient: The Future is Now
Leveraging these AI sales tools can help businesses streamline their operations, enhance customer interactions, and, ultimately, boost revenue. As AI continues to transform the selling process, infusing sales processes with AI-infused technologies has never been more vital.
Are you ready to take sales operations to the next level?
Install Coefficient today for free and experience the game-changing power of AI in your sales operations.
Average deal size is a crucial metric for sales operations. It guides strategic decisions, provides insights into sales efficiency, and helps forecast revenue.
Coefficient’s spreadsheet dashboard templates give you real-time access to this critical data, making it easy to track, analyze, and act on.
In this blog, we’ll explore what average deal size is, how to calculate it, and how Coefficient can help you leverage it to supercharge your sales strategy.
Understanding Average Deal Size
Average deal size represents the average revenue your company expects from each closed deal. It’s a key indicator of sales efficiency, product market fit, and customer value.
Here are the factors influencing average deal size:
Product/Service Value: Higher-value offerings lead to larger deals, as customers invest more for solutions that provide substantial benefits or solve critical pain points.
Target Market and Customer Segments: Enterprise-level clients or customers in certain industries may have larger budgets and more complex needs, resulting in higher-value deals compared to small businesses or consumers.
Sales Strategy and Pricing: Effective sales techniques (bundling, upselling, cross-selling) and competitive pricing can increase deal value and attract more customers, influencing average deal size.
How to Calculate Average Deal Size
To calculate average deal size, use this simple formula:
Average Deal Size = Total Revenue from Closed Deals / Number of Closed Deals
Total Revenue from Closed Deals: This is the sum of all revenue generated from deals that were successfully closed within a specific time period, such as a month, quarter, or year.
Number of Closed Deals: This represents the total number of deals that were successfully closed within the same time period used for calculating the total revenue.
Using Coefficient to Calculate Average Deal Size
Coefficient’s Sales Performance Dashboard for Google Sheets makes it easy to track and understand your average deal size.
Here’s how you can use it:
Step 1: Download the (Free) Average Deal Size Dashboard
To start, head to Coefficient.io. Enter your work email in the box and click ‘Get Free Template.’
You can save the template to your Google account by clicking the ‘Use Template’ button at the top right corner of your screen.
Coefficient will open in a new spreadsheet.
If this is your first time using Coefficient, you’ll need to add it as an add-on to Google Sheets.
Click ‘Add to Sheets’ to continue.
Hit the ‘Install’ button and follow the prompts to complete the installation.
Step 2: Connect Coefficient to Salesforce
After installation is complete, click ‘Done’ to return to your spreadsheet.
Click ‘Connect to Salesforce’ from the Coefficient menu on the right-hand side of your spreadsheet.
Follow the prompts to authorize Coefficient to your Salesforce account.
If successful, you’ll see the following notification at the top of your spreadsheet.
To update your data, navigate to the ‘Salesforce Import’ tab of your spreadsheet and click ‘Refresh.’
You can also auto-refresh your data by clicking ‘Set Refresh Schedule.’
Set up an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically update your data based on that time interval.
Set up an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically update your data based on that time interval.
Step 3. Customize Your Dashboard
Tailor the template to your organization’s unique needs by navigating to the ‘Settings’ tab.
Company Information
Customize your dashboard by adding your company’s domain URL, logo, and fiscal year start date.
This ensures that the data and insights are specific to your organization and aligned with your financial reporting periods.
Pipeline Coverage Ratios
Fine-tune your pipeline coverage ratios based on your historical win rates.
The pipeline coverage ratio is the total value of opportunities in your pipeline divided by your sales target for a given period. It helps you determine the number of opportunities needed in your pipeline to meet your sales goals.
Pipeline Stages
Tailor the pipeline stages in the template to mirror those in your Salesforce setup. This typically includes stages such as “Prospecting,” “Qualification,” “Proposal,” “Negotiation,” and “Closed Won” or “Closed Lost.
By aligning the stages in the dashboard with your sales process, you can gain accurate insights into the performance and velocity of your pipeline at each stage, identifying any bottlenecks or areas for improvement.
Team members
Add details about your sales team members to the dashboard for a more personalized analysis. Include information such as their names, roles, and any other relevant data.
This allows you to track individual performance, identify top performers, and pinpoint areas where team members may need additional support or coaching.
With just a few simple customizations, you can transform the Sales Performance Dashboard into a powerful tool tailored to your organization’s specific needs.
Deep Dive into the Sales Performance Dashboard
The Sales Performance Dashboard Template gives you a complete view of your sales team’s performance in one spreadsheet. Use the built-in charts and graphs to view sales performance by time period, opportunity type, and country, and filter data by year, team, opportunity, and geolocation.
Here’s an overview of the Sales Performance Dashboard’s key visualizations:
Easily visualize monthly sales by opportunity type new business, upsells, or renewals.
Breakdown your market by geography in the beautiful ‘Sales by Country.’
Rapidly display your top five accounts.
Segment your clients by industries like ‘Finance,’ ‘Technology,’ ‘Non-Profit,’ ‘Tourism,’ ‘Education.’
Review your largest deals categorized by ‘Deal Name,’ ‘Account Name,’ ‘Amount,’ ‘Close Date,’ and ‘Owner.’
Granularly breakdown sales volume by the week, month, quarter, or year.
Filter performance by year, team, account category, or opportunity type.
The Coefficient dashboard template for the average deal size is your command center for data-driven decision-making. Key features include:
Customizable Views: Tailor the dashboard to focus on the data that matters most to your sales operations, whether it’s tracking performance over time or by product category.
Insightful Visualization: With a range of visualization options, the dashboard makes it easy to identify trends and patterns, providing a clearer understanding of how each deal contributes to overall sales goals.
Actionable Data: The dashboard empowers you to drill down into specifics, offering a granular view of what’s driving your average deal size and how it can be optimized.
By leveraging these features, sales operations leaders can gain deeper insights into their sales performance, identifying opportunities to enhance efficiency and drive revenue growth.
Actionable Insights from Average Deal Size Data
The average deal size metric gives you valuable information that can help guide your sales strategies.
Here’s how you can use these insights to boost growth:
Change your sales focus: If your average deal size is going up, think about putting more resources into big deals. If it’s going down, you might need to speed up your sales process or rethink your target market.
Find areas to improve: Look at the things that affect your average deal size to find areas where you can do better. This could mean improving your products, targeting different customers, or making your sales techniques better.
Tweak pricing and promotions: Use average deal size data to help decide on prices and promotions. If your average deal size is lower than you want, consider bundling products or offering limited-time discounts to attract bigger deals.
The Importance of Live Data
Coefficient’s dashboard templates use real-time data to help you:
Quickly adapt to market changes: With live data, you can spot trends and changes in your average deal size as they happen, so you can adjust your sales strategies right away.
Make informed decisions: Base your decisions on the most current information, so your strategies stay relevant and effective.
Customize your analysis: Tailor the dashboard to focus on the specific metrics, time periods, or customer groups that matter most to your business.
Work together effectively: Easily share insights across your organization, encouraging everyone to make decisions based on data and work towards common goals.
Easily Visualize and Optimize Your Average Deal Size
To optimize sales performance, understanding and leveraging your average deal size is essential. Coefficient’s dashboard templates give you the tools to refine your strategies with actionable insights.
Accurate sales forecasting and process optimization rely on understanding your pipeline velocity or speed.
Coefficient’s Pipeline Analysis Dashboard for Google Sheets gives you live data insights to effectively manage your pipeline.
In this guide, we’ll explore pipeline velocity, how to calculate it, and how Coefficient can help you maximize its potential.
Understanding Pipeline Velocity
Pipeline velocity measures your sales team’s efficiency in converting opportunities into wins within a specific timeframe. It provides a clear picture of your team’s productivity and your organization’s revenue growth potential.
Pipeline velocity is influenced by several critical factors, including:
Lead Quality and Qualification Process: Higher-quality leads that are properly qualified move through the pipeline faster, as they are more likely to convert into successful sales.
Sales Team Skills and Training: Well-trained sales professionals who understand your products, target market, and sales process can more effectively navigate opportunities through the pipeline.
Sales and Marketing Alignment: Strong alignment between sales and marketing teams, including seamless handoffs and effective communication, is essential for optimizing pipeline velocity.
How to Calculate Pipeline Velocity
To calculate pipeline velocity, use this formula:
Pipeline Velocity = (Number of Opportunities x Win Rate x Average Deal Size) / Length of Sales Cycle
Number of Opportunities: The total count of potential deals in your pipeline.
Win Rate: The percentage of opportunities that successfully convert into sales.
Average Deal Size: The average monetary value of each deal in your pipeline.
Length of Sales Cycle: The average duration it takes to close a deal, from the initial interaction to the final sale.
By quantifying how quickly opportunities convert into sales, pipeline velocity offers a direct lens into your team’s productivity and your organization’s revenue growth.
How to Quickly Visualize Pipeline Velocity with Coefficient
Coefficient’s Pipeline Analysis Dashboard for Google Sheets is your gateway to understanding and optimizing pipeline velocity.
Follow these steps to get started:
Step 1: Download the (Free) Pipeline Analysis Dashboard
To start, head to Coefficient.io. Enter your work email in the box and click ‘Get Free Template.’
You can save the template to your Google account by clicking the ‘Use Template’ button at the top right corner of your screen.
Coefficient will open in a new spreadsheet.
If this is your first time using Coefficient, you’ll need to add it as an add-on to Google Sheets.
Click ‘Add to Sheets’ to continue.
Hit the ‘Install’ button and follow the prompts to complete the installation.
Step 2: Connect Coefficient to Salesforce
After installation is complete, hit ‘Done’ to return to your spreadsheet.
Click ‘Connect to Salesforce’ from the Coefficient menu on the right-hand side of your spreadsheet.
Follow the prompts to authorize Coefficient to your Salesforce account.
If successful, you’ll see the following notification at the top of your spreadsheet.
To update your data, navigate to the ‘Salesforce Import’ tab of your spreadsheet and click ‘Refresh.’
You can also auto-refresh your data by clicking ‘Set Refresh Schedule.’
Set up an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically update your data based on that time interval.
That means, going forward, Coefficient will automate your Salesforce data exports to Google Sheets for you.
Step 3. Customize Your Dashboard
Tailor the template to your organization’s unique needs by navigating to the ‘Settings’ tab.
Company Information
Customize your company information, pipeline coverage ratios, pipeline stages, and team member details for a more personalized analysis.
Personalize your dashboard by including your company’s domain URL, logo, and the start of your fiscal year. This ensures that the data and insights are specific to your organization and aligned with your financial reporting periods.
Pipeline Coverage Ratios
Fine-tune your pipeline coverage ratios based on your historical win rates.
These ratios help you determine the number of opportunities needed in your pipeline to meet your sales targets, ensuring that you have a sufficient volume of potential deals to achieve your goals.
Pipeline Stages
Customize the pipeline stages in the template to mirror those in your Salesforce setup.
By aligning the stages in the dashboard with your sales process, you can gain accurate insights into the performance and velocity of your pipeline at each stage.
Team members
Add details about your sales team members to the dashboard for a more personalized analysis.
This allows you to track individual performance, identify top performers, and pinpoint areas where team members may need additional support.
With just a few simple customizations, you can transform the Pipeline Velocity Dashboard Template into a powerful tool tailored to your organization’s specific needs.
Deep Dive into the Pipeline Velocity Dashboard Template
The Pipeline Velocity Dashboard Template offers a detailed view of your pipeline health through three key components:
Pipeline Creation: Visualizes the growth in the number of opportunities and their potential value, compared year over year.
Conversion Trends: Shows the percentage of opportunities that successfully turn into sales, also compared year over year.
Monthly Velocity: Illustrates the average time it takes for opportunities to convert into sales, providing a monthly overview.
Use these insights to optimize your sales strategies, reallocate resources to the most profitable opportunities, and adjust pricing models in response to market changes.
If you want to examine the data more closely, beneath the graphs offer a deeper dive into your pipeline metrics. It displays monthly figures for key indicators such as:
Number of opportunities created, won, and lost
Win rate percentage
Total revenue and comparison to the previous year
Length of the sales cycle
Average deal value
Number of new opportunities created
How to Action Insights into Your Pipeline Velocity
Coefficient’s Pipeline Analysis Template helps you make informed decisions by providing real-time data insights. Here’s how you can use these insights to drive growth:
Fine-tune sales strategies: Spot trends in pipeline creation and conversion rates to identify what’s working and what needs improvement. If win rates are low, consider tweaking your sales approach or providing more training for your team.
Put resources where they matter most: Use data on sales velocity and average deal size to focus on the most profitable opportunities or regions. This ensures you’re getting the best return on your investments.
Keep pricing competitive: Quickly adjust pricing based on real-time data about deal age and size. This helps you stay competitive and profitable as market conditions change.
Real-Time Data: Your Secret Weapon
Coefficient’s dashboard templates give you the power of real-time data, allowing you to:
Identify market trends early and take action quickly
Make decisions based on the latest information, keeping your strategies relevant
Customize the dashboard to focus on your specific priorities and needs
Share insights easily across your organization, promoting data-driven decision-making
Win rate is a crucial metric that reflects your sales team’s effectiveness in closing deals. It provides valuable insights into the health of your sales process and helps identify areas for improvement.
In this guide, we’ll dive deep into win rate, explore how to calculate it, and show you how Coefficient’s Win Loss Analysis Dashboard for HubSpot can help you optimize your sales performance.
Want a quick video walkthrough instead? Analytics expert, Frank Ferris, has you covered.
Understanding Win Rate
Win rate represents the percentage of sales opportunities that result in closed deals. It’s a key indicator of your sales team’s ability to convert leads into customers.
A high win rate suggests a strong sales process, effective lead qualification, and compelling product or service offerings. Conversely, a low win rate may signal issues in your sales approach, such as poor lead quality, ineffective messaging, or intense competition.
Factors that impact win rate:
Lead Quality: Higher-quality leads that align with your ideal customer profile are more likely to convert into won deals.
Sales Skills: A well-trained and experienced sales team can effectively communicate value, overcome objections, and close deals.
Competitive Landscape: Your win rate can be influenced by the strength of your competitors and their offerings.
How to Calculate Win Rate
To calculate win rate, use this formula:
Win Rate = (Number of Won Deals / Total Number of Deals) x 100
Number of Won Deals: The count of sales opportunities that resulted in closed-won deals within a given period.
Total Number of Deals: The total count of all sales opportunities pursued within the same period, including both won and lost deals.
Using a Pre-Built Pipeline Dashboard with Win Rate
Enter your work email in the box and click ‘Get Free Template.’
You can save the template to your Google account by clicking the ‘Use Template’ button at the top right corner of your screen.
Coefficient will open in a new spreadsheet.
If this is your first time using Coefficient, you’ll need to add it as an add-on to Google Sheets. Click ‘Add to Sheets’ to continue.
Hit the ‘Install’ button and follow the prompts to complete the installation.
Step 2: Connect Coefficient to HubSpot or Salesforce
After installation is complete, click ‘Done’ to return to your spreadsheet.
Click ‘Connect to HubSpot’ from the Coefficient menu on the right-hand side of your spreadsheet.
Follow the prompts to authorize Coefficient to your HubSpot account.
If successful, you’ll see the following notification at the top of your spreadsheet.
To update your data, navigate to the ‘HubSpot Import’ tab of your spreadsheet and click ‘Refresh.’
You can also auto-refresh your data by clicking ‘Set Refresh Schedule.’
Set up an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically update your data based on that time interval.
That means, going forward, Coefficient will automate your HubSpot data exports to Google Sheets for you.
Step 3. Customize Your Dashboard
Tailor the template to your organization’s unique needs by navigating to the ‘Settings’ tab.
You can customize by:
Company Information: Add your domain URL, logo, and fiscal year start date.
Opportunity Size Buckets: Define the deal size ranges for analysis.
Opportunity Age Buckets: Set the age ranges for tracking deal progression.
Pipeline Stages: Match the stages to your HubSpot sales pipeline.
Team Members: Include details about your sales team for personalized insights.
With just a few simple customizations, you can transform the Win Loss Analysis Dashboard into a powerful tool tailored to your organization’s specific needs.
Deep Dive into the Win Rate Dashboard Template
The Win Loss Analysis Dashboard provides a comprehensive view of your win rate performance. Key visualizations include:
Opportunity Amounts Won and Lost: Compare the total value of won and lost deals.
Opportunity Counts Won and Lost: See the number of deals won and lost over time.
There are also a wide range of graphs to help visualize Win Rate across a few dimensions to help identify performance patterns by:
Team and Sales Rep
Industry and Lead
Country and Account Source
Opportunity Size Bucket and Opportunity Age
Finally, the Win Rate dashboard allows you to review details of recently lost deals to identify improvement areas in a table beneath the graphs above.
Actionable Insights from Win Rate Analysis
Win rate data empowers you to make strategic decisions and optimize your sales approach:
Replicate successful strategies: If certain techniques, industries, or lead sources yield higher win rates, consider applying those approaches more broadly.
Adapt to market changes: Use real-time data to stay agile and responsive to market trends affecting your win rate.
Streamline sales processes: Identify bottlenecks or stages where deals often stall, and refine your sales process accordingly.
The Power of Live Data
Coefficient’s dashboard templates leverage real-time data, enabling you to:
Quickly spot and respond to changes in win rate trends
Make decisions based on the most current information
Tailor your analysis to your specific priorities and needs
Easily collaborate and share insights across your organization
Elevate Your Sales Performance
Mastering your win rate is essential for driving sales growth and improving overall performance.
Coefficient’s Win Loss Analysis Dashboard arms you with the tools and insights needed to make data-driven decisions and optimize your sales strategies.
