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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.”
Raw sales pipeline data exports are messy, inconsistent, and require hours of manual cleanup before analysis. Most teams spend more time fixing data quality issues than actually analyzing performance and identifying opportunities.
Here’s how to skip the data cleaning nightmare entirely by working with pre-cleaned, structured data from the start.
Get pre-cleaned, structured data directly from your CRM using Coefficient
Coefficient solves the data quality problem through direct CRM integration. Instead of wrestling with messy exports, connect your Salesforce or HubSpot account to receive standardized field formats, consistent timestamps, and properly linked relational data. This eliminates 80% of typical data cleaning tasks before analysis begins.
How to make it work
Step 1. Connect your CRM for clean data import.
Install Coefficient and connect your Salesforce or HubSpot account. The system automatically maps CRM fields to spreadsheet columns, maintains proper data types (currency, dates, percentages), and preserves field relationships without manual intervention.
Step 2. Use AI to structure and organize your data.
Once imported, use the AI Sheets Assistant to organize information: “Create a summary table of all active deals by stage” or “Organize this data by sales rep and close date.” The AI understands data relationships and creates structured views instantly.
Step 3. Identify and handle remaining data issues.
For any remaining quality issues, ask the AI: “Find all deals with missing industry information” or “Show me records with close dates in the past but still open.” Get specific lists of records that need attention rather than scanning manually.
Step 4. Set up automated data maintenance.
Schedule automatic refreshes to maintain clean data over time. Use Coefficient’s snapshot feature to track changes and prevent data degradation. Apply filters during import to get only relevant, high-quality records.
Work with clean data from the start, not after hours of cleanup
Skip the traditional export-clean-analyze cycle entirely. Get structured, analysis-ready data that updates automatically and maintains quality over time. Start working with clean pipeline data today.
