Replacing static Notion marketing reports with automatically refreshing charts requires connecting your marketing systems to Google Sheets for live data feeds. This eliminates manual updates and ensures your KPIs reflect real-time performance.
Here’s how to transform time-consuming manual reports into dynamic marketing dashboards that update themselves.
Automate your marketing data pipeline using Coefficient
Coefficient connects Google Sheets to all your marketing platforms: CRMs for lead metrics, Google Analytics for website performance, ad platforms for campaign ROI, and email marketing tools for engagement data. This creates a unified view of marketing performance without manual data collection.
The real power comes from automated KPI calculations. Customer Acquisition Cost, Lifetime Value, MQL conversion rates, and campaign attribution update automatically as new data flows in.
How to make it work
Step 1. Connect your marketing data sources.
Install Coefficient in Google Sheets and authenticate each marketing platform through the interface. Connect your CRM for lead data, analytics platforms for traffic metrics, ad platforms for spend and conversion data, and email tools for engagement statistics.
Step 2. Build your KPI framework.
Import relevant metrics from each source and create calculated fields for complex KPIs. Set up formulas for Customer Acquisition Cost (total marketing spend ÷ new customers), conversion rates (MQLs ÷ total leads), and channel performance comparisons. Design summary tables that aggregate data across platforms.
Step 3. Create dynamic visualizations.
Build charts showing monthly trend analysis, channel performance comparisons, funnel conversion rates, and budget vs. actual spend tracking. Create separate dashboard views for different stakeholders: campaign managers need tactical metrics while executives want strategic overviews.
Step 4. Set up automated refresh schedules.
Configure Coefficient to update your data hourly, daily, or weekly based on how frequently your metrics change. Marketing campaigns might need daily updates while monthly trend analysis can refresh weekly.
Step 5. Embed live charts in Notion.
Publish your Google Sheets charts and embed them in Notion using the sharing functionality. Your marketing team now has access to always-current performance data instead of last week’s static reports.
Start your automated marketing dashboard
Automated marketing KPI reports save hours weekly while improving decision-making with real-time insights. Your team gets unified visibility across all marketing channels without manual data collection. Transform your marketing reporting today.