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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.”
Yes, you can ask Google Sheets to summarize live Salesforce or HubSpot sales data using natural language commands that create deal stage visualizations automatically.
This works through AI-powered analysis that understands commands like “summarize my deals by stage” and generates charts without requiring formula knowledge.
Use AI to analyze live CRM data with simple commands using Coefficient
Coefficient connects directly to Salesforce and HubSpot , importing live sales data including opportunities, deals, stages, amounts, and custom fields. The AI Sheets Assistant then understands natural language commands to create summaries and visualizations.
How to make it work
Step 1. Connect your CRM and import live data.
Install Coefficient and connect to Salesforce or HubSpot. For Salesforce, import Opportunities with Stage, Amount, Close Date, and Owner fields. For HubSpot, import Deals with Pipeline Stage, Amount, and associated data. The AI recognizes CRM field names and structures automatically.
Step 2. Use natural language commands for analysis.
Select your imported data and open the AI Sheets Assistant. Type commands like “Create a bar chart showing deal counts for each sales stage,” “Summarize total pipeline value by stage with a table,” or “Show me which stages have the most deals stuck.” The AI interprets your intent and executes the technical steps automatically.
Step 3. Create advanced visualizations and iterate quickly.
Build more complex analysis with commands like “Build a dashboard with stage conversion metrics” or “Add win rate percentages to each stage.” Modify your analysis on-the-fly by typing follow-up requests like “Now show me just enterprise deals” or “Break this down by quarter.”
Skip the report builder complexity
Instead of navigating CRM report builders for 10-15 minutes, you can get sophisticated sales analysis in under 2 minutes with results that auto-update as your CRM data changes. Start analyzing your CRM data with natural language commands today.
