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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.”
You can build professional automated metrics dashboards for supervisors without expensive BI software by combining free data integration tools with Google Sheets’ built-in visualization features.
This approach eliminates manual data entry errors and saves hours of weekly reporting work while giving supervisors real-time access to key performance metrics.
Build supervisor dashboards that update automatically using Coefficient
Coefficient transforms Google Sheets into a powerful dashboard platform by connecting your business data sources directly to spreadsheets. You can pull data from HubSpot , Salesforce, databases, and other tools, then schedule automatic refreshes so your supervisor dashboards always show current information.
How to make it work
Step 1. Connect your data sources to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and use the sidebar to authenticate connections to your business systems. You can connect multiple sources like HubSpot for sales data, QuickBooks for financial metrics, and Google Analytics for marketing performance all in one spreadsheet.
Step 2. Set up scheduled data imports.
Configure your imports to refresh automatically on schedules that match your reporting needs. For example, set sales performance metrics to update every morning at 8 AM before your supervisor reviews them, or schedule weekly imports for less time-sensitive data.
Step 3. Build your dashboard with Google Sheets charts.
Use Google Sheets’ built-in pivot tables and charts to visualize your imported data. Create separate tabs for different metric categories and use Coefficient’s Formula Auto Fill Down feature to ensure new data rows automatically inherit your calculations.
Step 4. Configure automated alerts and sharing.
Set up email notifications to alert supervisors when specific KPIs change or when dashboards refresh with new data. Use Google Sheets’ native sharing capabilities to give supervisors view-only access from any device without requiring them to install additional software.
Start building automated supervisor dashboards today
Automated metrics dashboards eliminate the weekly scramble to compile supervisor reports while ensuring your leadership team always has access to current business insights. Get started with Coefficient to transform your manual reporting process into an automated system.
