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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.”
Creating conditional formatting rules for date comparisons traditionally requires understanding spreadsheet formula syntax and date functions. Most sales teams don’t have time to learn complex IF statements and TODAY() functions just to highlight overdue deals.
You can create sophisticated date formatting rules using simple English commands that work instantly without any formula knowledge required.
Apply date-based conditional formatting using natural language with Coefficient
Coefficient’s AI Sheets Assistant eliminates the technical barrier of conditional formatting. Instead of learning formula syntax, you simply tell the AI what visual indicators you want for your sales pipeline dates.
The AI understands various date-related concepts and creates complex formatting rules instantly, making advanced spreadsheet functionality accessible to anyone.
How to make it work
Step 1. Import your sales pipeline data.
Use Coefficient’s HubSpot connector to pull live deal data including close dates, deal stages, and amounts. This ensures your formatting applies to current data and automatically updates as dates change.
Step 2. Select your date column and describe the formatting.
Tell the AI exactly what you want to see: “Highlight all close dates before today in red” or “Color past due dates with yellow background and bold text.” The AI creates and applies the conditional formatting rules instantly without requiring any formula knowledge.
Step 3. Create multi-condition formatting rules.
Use complex logic without nested formulas: “Highlight in red if close date is past AND deal value is over $10,000” or “Apply yellow background to past dates only for deals in negotiation stage.” The AI handles the complexity behind the scenes.
Step 4. Set up dynamic formatting that updates automatically.
When connected to live HubSpot data, formatting automatically applies to new rows during data refresh. Rules adjust as dates change (today’s date updates daily) without manual intervention or extending formatting ranges.
Make advanced spreadsheet formatting accessible to your entire sales team
This natural language approach democratizes conditional formatting, allowing sales managers and analysts to create sophisticated visual indicators without technical expertise. Team members can understand and modify formatting rules easily. Start formatting your sales pipeline with simple English commands.
