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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Building sophisticated sales leaderboards traditionally requires hours of formula writing, chart creation, and design work. AI changes this by letting you describe what you want and generating complete dashboards instantly.
You’ll learn how to use natural language commands to create dynamic leaderboards that update automatically and distribute themselves to your team through intelligent automation.
Create AI-powered leaderboards using Coefficient
Coefficient’s AI Sheets Assistant builds complete dashboards from simple descriptions. Tell it “Create a sales leaderboard ranking reps by revenue with visual indicators” and it generates all the formulas, charts, and formatting you need.
How to make it work
Step 1. Import your sales data.
Connect your CRM data to Google Sheets using Coefficient. Import deals, opportunities, and rep information with all the fields you want to track. Set up automatic refreshes so your AI-built leaderboard always shows current performance.
Step 2. Use AI to build your dashboard.
Open the AI Assistant and describe your needs: “Build a leaderboard showing top 10 reps by closed deals this month with progress bars for quota attainment.” The AI creates ranking formulas, conditional formatting, charts, and visual elements without requiring any formula knowledge.
Step 3. Refine with follow-up commands.
Enhance your dashboard with additional requests like “Add week-over-week comparison” or “Color-code by performance tier.” The AI explains its work and makes modifications based on your feedback, teaching you along the way.
Step 4. Automate distribution.
Set up Slack and email alerts using your AI-built dashboard. Configure scheduled distribution, choose specific sections to share with different audiences, and add personalized messages with variables for dynamic content.
Transform dashboard creation from hours to minutes
AI-powered leaderboards combine sophisticated analytics with automated distribution, making advanced sales reporting accessible to everyone. Your team gets living documents that adapt and self-distribute insights. Start building with AI today.
