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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.”
Coefficient provides instant bar charts of deal stages from live CRM data in Google Sheets through a 60-second process that eliminates manual exports and complex formulas.
You connect your CRM, import deal data, and use AI to generate charts automatically with real-time accuracy.
Create instant deal stage bar charts with live CRM data using Coefficient
The streamlined process connects directly to Salesforce or HubSpot , imports deal data instantly, and uses AI to generate bar charts without any manual work or formula complexity. Data flows directly from your CRM to charts in under a minute.
How to make it work
Step 1. Connect your CRM and import deal data.
Click “Import from…” in the Coefficient sidebar and select Salesforce or HubSpot. Authenticate once and choose “Opportunities” (Salesforce) or “Deals” (HubSpot). Select fields like Stage Name, Amount, and Close Date. Your data appears instantly in Google Sheets with no download or upload steps.
Step 2. Generate bar charts with AI commands.
Select your imported data and open the AI Sheets Assistant. Type “Create a bar chart of deals by stage” and the chart appears automatically. The AI handles all data aggregation, chart configuration, and formatting without requiring pivot tables or complex formulas.
Step 3. Set up live updates and advanced visualizations.
Schedule automatic refresh (hourly or daily) so your charts reflect current CRM state. Create advanced visualizations with commands like “Show deals by stage for each sales rep” for grouped bar charts, or “Compare this month’s pipeline to last month” for side-by-side comparisons. Add filters like “Display only deals over $50k by stage” for targeted analysis.
Skip the 30-minute manual process
Traditional chart creation requires exporting data, cleaning it, building pivot tables, and formatting charts – about 30 minutes total. Coefficient reduces this to 60 seconds while ensuring data accuracy and real-time updates. Create your first instant deal stage chart and eliminate manual reporting forever.
