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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.”
Setting up automated weekly sales leaderboard distribution eliminates the manual work of compiling reports and ensures your team gets performance updates exactly when they need them.
Here’s how to create a system that pulls live CRM data, builds leaderboards automatically, and distributes them to both Slack and email on your schedule.
Automate sales leaderboard alerts using Coefficient
Coefficient connects your CRM directly to Google Sheets and automates the entire process from data import to distribution. Instead of manually exporting data and creating reports each week, you set it up once and it runs automatically.
How to make it work
Step 1. Connect your CRM to Google Sheets.
Install Coefficient and connect your HubSpot or Salesforce account. Import your deals data with fields like Deal Owner, Amount, Close Date, and Stage. Set this import to refresh automatically so your leaderboard always shows current performance.
Step 2. Build your sales leaderboard.
Create a pivot table or use formulas to rank reps by revenue, deal count, or any metric you track. Add conditional formatting to highlight top performers. You can also use Coefficient’s AI Assistant to build this automatically by describing what you want: “Create a sales leaderboard ranking reps by closed revenue this month.”
Step 3. Set up automated alerts.
Go to Automations in your Google Sheets menu and select “Slack & Email Alert.” Choose “At a scheduled time” as your trigger and set it to weekly (like every Monday at 9 AM). Select your leaderboard range for the screenshot and add both Slack channels and email recipients.
Step 4. Customize your message.
Write a message that includes context about the leaderboard period and any callouts for top performers. You can use variables like “Congrats {{top_performer}} on leading this week!” to personalize the alerts automatically.
Transform your sales reporting workflow
This automation saves hours of manual work each week while ensuring your team gets consistent, timely performance updates. Get started with Coefficient to build your automated sales leaderboard system.
