Spreadsheet Automation Is Right At Your Fingertips
No matter how many tools we add to our stack, spreadsheets are ubiquitous and their usage and use cases are staggering. They’re the universal language of business.
Even companies that invest heavily in expensive BI tools find their employees reverting back to their trusty spreadsheet.
Automating spreadsheet tasks and reports is changing the game for spreadsheet users, from large enterprises, to Shopify store owners.
Without Spreadsheet Automation:
Users spend 45% more time in their spreadsheets
Spreadsheet data becomes stale
Data accessibility to your tech stack is difficult
Manual tasks lead to data discrepancies
Spreadsheets cannot act as a single source of truth
Spreadsheet automation and connectivity unleash the true power of your spreadsheet.
So, how do I get started?
Think about the places you and your team are putting in too much manual, redundant work in your spreadsheets. Write those tasks down and prioritize them. Then automate them in just a few steps.
3 Easy Steps for Automating Your Spreadsheets
Step 1:
Eliminate Manual Data Exports from Your Business Systems
Automating data imports is the first step to making magic happen in your spreadsheet.
Stop working off stale and faulty data from highly manual, copy-paste, less-than-accurate processes for your reports, dashboards, and analysis.
Eliminate this cycle of wasted time and subpar results with one-click connectors for your business systems to Google Sheets.
Visualizing your data is critical for uncovering insights. But, not all of us are spreadsheet experts and can build beautiful charts, dashboards or use advanced formulas that make them tick.
There are tons of free templates available for Google Sheets and Excel. We have our own library of Google Sheets templates that you start using in a single click.
Feel free to download and customize each template as you see fit.
Steps one and two will likely eliminate many of the manual tasks you’re performing in spreadsheets. If you still have tasks on your list you need to prioritize, macros are all you need!
Macros allow you to record tasks in your spreadsheet and automate them with no code. With macros, you can automate countless spreadsheet tasks, including:
“I save so much time. Instead of manually importing data, I’m automating both ranking systems within my teams and sharing reports with clients.”
Gavin Medole
Business Development at DemandZEN
“I was copy-pasting data from my data warehouse. Now, I have time to drive better insights.”
Blair Chenault
Founder/CEO at Flashtract
“Instead of worrying about pulling data from Salesforce manually each week, I know the data is going to be there. So, I’m able to just push ‘update’ on several slide decks, rather than manually pulling for the deck each time.”
Brendan Flynn
Sales Operations at Klaviyo
“I can actually focus on my job since maintaining and refreshing reports is no longer something I have to remember and commit bandwidth to, especially when I’m maintaining multiple analyses across the org.”
Alex Pan
Revenue Strategy at Unity
“So much less time spent on data wrangling for general analysis and data snapshots. It’s all automated!”
Vivek Voonna
Systems Manager at Qualified
“I’m spending less time doing the grunt work of exporting reports and uploading them and more time on analyzing data and creating powerful charts and graphs for leadership.”
Alicia Andera
Sales Operations at BetterLesson
“Automating multiple data points into spreadsheets has increased transparency through regularly refreshed sales data easily viewable by all members of the team.”
Tony Fi
Sales Enablement at Zillow Group
“Automated data imports and alerts from my spreadsheet data drive accountability through insights. So much redundancy from my life has been eliminated.”
Rudy Kulkarni
Strategy & Ops at SolvHealth
“Our dashboards have reached a completely new level of actionability and responsiveness. Being able to automate fresh data from various sources and use the flexibility of spreadsheets to visualize them is a game-changer.”
Marcin Lejman
GM & Digital Transformation at Raqtan
“I no longer have to worry that co-workers and managers get the right answers at the right time. They simply get a Slack and have all the data.”
Peter Haberl
Delivery Exec at Nordcloud
“Automating business systems’ data into spreadsheets – I’ve cracked the code for self-serve reporting on my team!”
Ronald Monillas
Data Analyst at Realtor.com
“With automation, I’ve turned my Google Sheets into real-time dashboards.”
Matt Sansone
RevOps at Teleport
“Spreadsheets are tedious enough to begin with. Why manually update, import and refresh data when Coefficient does it all for you? It’s really benefited me in my role.”
Morgan Young
Data Analyst at Impact
“Automation allowed me to have custom insight into the business and avoid limitations that I have in Hubspot.”
Dylan Firn
CCO at Goki
“My time was optimized by 60%! I don’t have to worry about extracting manual reports.”
Renata Franca
Partner Sales at Zendesk
“Sticky integration problems plagued so many of us. But, not any longer.”
Michael Lowinger
Operations at ZeroEyes
“Setting automated data refresh cadences has saved me multiple hours every week, and automated email alerts have enabled me to keep stakeholders informed.”
Braden Mossbarger
Analytics & Strategy at Contentful
“Automating Salesforce objects into spreadsheets means not worrying about “is this version of the spreadsheet up-to-date?”
Vaughn Fortier-Shultz
Data Analytics & Insights at Cooperman College Scholars
