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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.”
Building sales reports usually means either spending hours in Salesforce’s report builder or exporting data and writing complex spreadsheet formulas. Coefficient transforms this process by combining live Salesforce data with AI-powered report generation.
You’ll discover how to create comprehensive sales performance reports using natural language commands instead of formulas or custom report configurations.
Create sales reports instantly using Coefficient
Traditional reporting requires either building inflexible custom reports in Salesforce or writing complex SUMIFS and VLOOKUP formulas in spreadsheets. Coefficient’s AI Sheets Assistant generates pivot tables, charts, and dashboards by simply describing what you want in plain English.
How to make it work
Step 1. Connect your CRM data objects.
Import any combination of Salesforce objects like Opportunities (pipeline, revenue, stages), Accounts (customer data), and Activities (calls, meetings). Coefficient handles data relationships automatically, so you don’t need to worry about joins or lookups.
Step 2. Generate reports with natural language.
Use AI Sheets Assistant to describe your needs: “Create a sales performance dashboard by rep” or “Show me monthly revenue trends with year-over-year comparison.” The AI creates pivot tables, charts, and dashboards with proper formatting and labeling instantly.
Step 3. Customize and expand your analysis.
Ask follow-up questions like “Now show me the same data but only for enterprise deals” or “Add win rate calculations to this report.” The AI adapts your existing reports without starting from scratch.
Transform your sales reporting process
This method reduces report creation from 45+ minutes to 1-2 minutes while maintaining live connections to your CRM data. Start building sales performance reports that update automatically with current data.
