)
Written by
Table of Contents
“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.”
Real-time sales visibility shouldn’t require expensive BI tools that cost $50-150 per user monthly. You can build powerful performance dashboards using familiar spreadsheet tools that provide the same insights at a fraction of the cost.
Here’s how to create automated sales dashboards that refresh hourly and provide advanced metrics that HubSpot’s native reporting can’t handle.
Transform spreadsheets into sales command centers using Coefficient
Coefficient turns your spreadsheet into a real-time sales dashboard by importing live HubSpot data including deals, activities, contacts, and custom objects. You get near real-time updates with hourly refreshes while using familiar spreadsheet functions for complex calculations that native reporting simply can’t handle.
How to make it work
Step 1. Import live sales data with smart scheduling.
Connect to HubSpot and import deals filtered by “Close Date = This Month” along with all relevant properties. Schedule hourly refreshes during business hours to maintain real-time accuracy. This creates your foundation for live performance tracking.
Step 2. Build advanced sales metrics.
Calculate pipeline velocity using deal property history to track average days in each stage. Create win rate trends by rep, source, or product line over time. Build activity ratios that correlate calls and emails to closed deals for optimal activity level insights.
Step 3. Create interactive dashboard controls.
Use dynamic filtering by pointing filter values to specific cells for interactive controls. Add conditional formatting to highlight at-risk deals or underperforming metrics. Create pivot tables for rep performance summaries that update automatically with each refresh.
Step 4. Set up automated performance alerts.
Configure alerts for deals stuck in stages longer than 30 days or when quota attainment falls behind pace. Use automated snapshots to capture daily and weekly performance for historical trending and comparison analysis.
Get enterprise insights at startup prices
This approach delivers 70-90% cost savings compared to traditional BI tools while providing equal functionality and faster implementation. Your team gets real-time visibility using existing spreadsheet skills. Start building your sales dashboard today.
