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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.”
Basic reporting tells you what happened. True sales intelligence tells you why it happened, what it means, and what to do about it. Most teams get stuck in reactive reporting instead of proactive optimization.
Here’s how to transform from summarizing the past to optimizing for the future with AI-powered insights that drive specific actions.
Transform reactive reporting into proactive optimization using Coefficient
Coefficient’s AI Sheets Assistant goes beyond basic reporting to provide predictive analytics and prescriptive recommendations. Connect your Salesforce or HubSpot data and get insights like “Based on current pipeline velocity, you’re likely to miss Q4 target by 15%” with specific actions to take.
How to make it work
Step 1. Import comprehensive sales data for deep analysis.
Connect your CRM through Coefficient and import full sales data including opportunities, activities, accounts, and engagement metrics. The AI needs complete context to find hidden relationships and predict outcomes accurately.
Step 2. Ask for predictive and correlation analysis.
Request insights beyond basic summaries: “What deals are most likely to close this quarter?” or “Find factors that correlate with successful deals.” The AI discovers relationships like “Deals with 3+ stakeholders close 45% faster” that humans typically miss.
Step 3. Get specific action recommendations.
The AI provides prescriptive guidance: “Move these 7 deals to next quarter’s forecast based on engagement patterns” or “Focus on Industry X – you have 3x win rate but only 10% of pipeline.” Each insight includes specific next steps.
Step 4. Set up automated insight generation.
Schedule weekly AI briefings that provide top 3 risks to address, top 3 opportunities to pursue, and specific coaching recommendations per rep. Get data-backed strategy adjustments automatically.
Shift from reporting on the past to optimizing for the future
While basic analysis shows numbers in tables, AI-powered insights act as a seasoned sales consultant providing strategic recommendations with ROI calculations. Start generating actionable insights that drive results today.
