)
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.”
SalesforceYou can sharepipeline data with external stakeholders who don’t have Salesforce licenses by importing pipeline reports into Google Sheets with automated refresh scheduling.
Here’s how to create secure, automatically updated pipeline dashboards that external users can access without Salesforce credentials.
Pipeline sharing through Google Sheets integration using Coefficient
Coefficientcreates a bridge between your Salesforce pipeline reports and Google Sheets, allowing you to share live data with external stakeholders through Google’s permission system instead of expensive Salesforce licenses.
How to make it work
Step 1. Import your existing Salesforce pipeline reports.
Connect to any pipeline report in your Salesforce org using Coefficient’s “From Existing Report” method. All standard pipeline fields import automatically – Opportunity Amount, Stage, Close Date, Probability, Account Name, and any custom fields you’ve added.
Step 2. Set up automated refresh scheduling.
Configure hourly, daily, or weekly refresh schedules to keep pipeline data current for external stakeholders. The automated updates eliminate manual report distribution while maintaining data freshness. Set timezone-based scheduling to ensure updates happen at optimal times.
Step 3. Configure Google Sheets sharing permissions.
Share the resulting Google Sheets with external stakeholders using view-only permissions. They can access real-time pipeline data, create their own charts and pivot tables, and analyze trends without needing Salesforce access or training.
Step 4. Enable advanced features for stakeholder dashboards.
Use Snapshots to create historical data tabs for trend analysis. Set up Slack or email alerts to notify stakeholders when significant pipeline changes occur. Apply filters to show only relevant opportunities for specific external partners or regions.
Transform pipeline reporting for external teams
Start sharingThis solution converts manual pipeline report distribution into an automated, secure external stakeholder dashboard that saves licensing costs while improving data accessibility.your pipeline data with external stakeholders today.
