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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.”
Manual weekly pipeline reporting consumes hours that could be spent on actual sales activities. Your team needs consistent pipeline updates delivered automatically to their preferred communication channels without anyone creating or sending reports.
Here’s how to set up automated weekly dashboard distribution that runs completely hands-free once configured.
Create automated weekly pipeline reports using Coefficient
Coefficient excels at creating automated alerts for sales teams through its powerful scheduling system. You can send professional dashboard screenshots, charts, and metrics directly to Slack channels or email recipients every week.
How to make it work
Step 1. Build your pipeline dashboard in Google Sheets.
Import Salesforce pipeline data using Coefficient and create your visualizations – charts, metrics tables, and summary views. Set up automatic data refreshes to ensure your dashboard shows current information before each alert schedule.
Step 2. Configure weekly alert scheduling.
Click the Coefficient sidebar, go to “Automate” then “Alerts.” Choose “Scheduled time” as your trigger and select “Weekly.” Pick your preferred day and time (like Monday at 9 AM for weekly pipeline reviews). Choose between Slack, email delivery, or both.
Step 3. Customize alert content and recipients.
Select specific dashboard ranges to capture as screenshots. Include individual pipeline charts, formatted metric cards showing key KPIs, or dynamic text with current metrics. Set up multiple recipients and route to different channels based on region or team needs.
Step 4. Add advanced formatting and conditions.
Use conditional formatting to highlight wins, at-risk deals, or threshold breaches in your screenshots. Create custom messages with variables like “Week of {date} Pipeline Update” and use Slack markdown or HTML email formatting for professional presentation.
Deliver consistent pipeline insights without manual effort
Automated weekly alerts ensure your entire sales organization stays aligned with current pipeline status. Teams receive beautifully formatted updates in their preferred channels without anyone manually creating reports. Set up your first automated pipeline alert and eliminate weekly reporting tasks.
