)
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.”
Executive-ready Salesforce data quality reports don’t require specialized reporting tools. You can create professional reports using native spreadsheet formatting and visualization capabilities with live data connections.
This approach ensures reports always reflect current data quality while providing the professional appearance executives expect.
Build professional quality reports using Coefficient
Coefficient enables professional executive reporting by combining live Salesforce data with native Google Sheets formatting and visualization capabilities. Unlike manual reporting with stale data, your reports always reflect current data quality state.
How to make it work
Step 1. Integrate multi-source data for comprehensive overview.
Import data from multiple Salesforce objects like Accounts, Contacts, Leads, and Opportunities to create a comprehensive quality overview. Use Coefficient’s filtering to focus on business-critical records that matter most to executives.
Step 2. Build executive summary metrics.
Create an overall data health score using =AVERAGE(completeness_range, accuracy_range, consistency_range) to provide a single quality indicator. Add trend indicators comparing current versus previous periods using snapshot data. Include exception counts with =COUNTIF(status_range,”Failed”) for immediate attention items.
Step 3. Design professional visualizations.
Use native Google Sheets charts for trend visualization and apply conditional formatting for traffic-light dashboards with green, yellow, and red indicators. Create summary tables with native formatting for clean, executive-level presentation.
Step 4. Set up automated distribution.
Schedule Coefficient exports to automatically update stakeholder copies, or use Slack and Email alerts to send formatted screenshots with custom messages. This ensures executives receive timely updates without manual report preparation.
Deliver real-time executive insights
Live executive reporting eliminates report preparation delays and ensures executives always have current visibility into data quality issues for faster decision-making on improvement initiatives. Create your executive quality reports today.
