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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.”
Real-time sales visibility is critical for agile decision-making, but Salesforce dashboards often lack the flexibility needed during fast-paced sales meetings. Coefficient delivers live Salesforce metrics directly to Google Sheets with instant AI analysis.
You’ll learn how to set up live performance tracking that transforms reactive management into proactive coaching with real-time data visibility.
Set up real-time sales tracking using Coefficient
Traditional sales reporting relies on static exports or inflexible Salesforce dashboards that don’t update during meetings. Coefficient connects multiple Salesforce objects with automatic refresh schedules, giving you current pipeline, activity, and performance data that updates hourly.
How to make it work
Step 1. Establish live data connections.
Connect to Opportunities (pipeline value, stages, close dates), Activities (calls, meetings, emails), and Users (sales rep details) simultaneously. Configure hourly refresh schedules to ensure data reflects current Salesforce state, not yesterday’s export.
Step 2. Create dynamic performance views.
Use AI Sheets Assistant to generate live dashboards: “Create a sales team dashboard with current pipeline, closed revenue MTD, and activity metrics” or “Show me each rep’s performance against quota with win rate and average deal size.” The AI creates interactive views that update automatically.
Step 3. Enable rapid decision-making scenarios.
During Monday meetings, ask “Show me all deals that moved stages this weekend.” For mid-quarter reviews, query “Calculate current pace to quota for each rep.” The AI analyzes live data and identifies at-risk performers or new opportunities instantly.
Enable proactive sales management
Real-time visibility reduces decision latency from hours to seconds, transforming end-of-quarter scrambles into proactive course corrections throughout the quarter. Get started with live sales performance tracking that keeps pace with your team’s needs.
