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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.”
Stale pipeline data undermines decision-making confidence and creates disputes about which numbers are accurate. You need guaranteed data freshness that maintains constant currency with your Salesforce system without any manual refresh work.
Automated refresh strategies ensure your team never questions whether they’re looking at current pipeline data while requiring zero daily maintenance.
Maintain constant data freshness using Coefficient
Coefficient ensures your live data integration maintains constant freshness with zero manual intervention. The automated refresh capabilities guarantee your pipeline dashboards always reflect current Salesforce data through intelligent scheduling and monitoring.
How to make it work
Step 1. Configure intelligent refresh schedules.
Set hourly refreshes during business hours (8 AM – 6 PM) and reduce frequency overnight to conserve API calls. Use “Refresh All” to update multiple data sources simultaneously and enable refresh notifications to monitor success. This ensures data stays current when your team needs it most.
Step 2. Optimize refresh performance for large datasets.
Use filtered imports to reduce data volume, implement incremental updates for large datasets, and leverage Coefficient’s bulk API option for efficiency. Set appropriate batch sizes (default 1000, max 10000) to balance speed with system performance.
Step 3. Build freshness indicators and monitoring.
Add timestamp formulas like `=”Last Updated: “&TEXT(NOW(),”mm/dd hh:mm AM/PM”)` and create data age alerts with `=IF(NOW()-LastRefresh>1/24,”STALE DATA”,””)`. Use conditional formatting to highlight old data and display refresh status in dashboard headers for immediate visibility.
Step 4. Implement multi-layer freshness strategy.
Set primary data to refresh every hour, summary metrics every 2 hours, historical snapshots daily at midnight, and executive rollups every 4 hours. Create a monitoring dashboard tracking last refresh time per data source, records updated in last refresh, API usage statistics, and failed refresh alerts.
Build confidence through guaranteed data currency
Automated freshness eliminates data disputes by providing a single source of truth while enabling proactive issue detection through current data. Your team gains confidence in insights and decisions without spending any time on manual updates. Set up automated data freshness and stop questioning whether your pipeline data is current.
