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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.”
Board members need formal, polished reports but shouldn’t have direct Salesforce access for security and licensing reasons. While true PDF automation isn’t available, you can deliver professional board-ready reports through scheduled emails.
Here’s how to create automated, professional report delivery that meets board-level presentation standards.
Create board-ready report automation using Coefficient
Coefficient imports executive-level Salesforce data into professionally formatted Google Sheets, then delivers polished reports through scheduled emails with screenshots and formatted data that rival traditional PDF reports.
How to make it work
Step 1. Import and format executive-level data.
Import executive-level Salesforce data including revenue reports and forecasts, pipeline analytics, customer metrics and NPS scores, and operational KPIs. Design professional layouts with executive summary sections, formatted data tables with conditional formatting, professional charts and graphs, and commentary sections using merged cells.
Step 2. Configure board-appropriate scheduling.
Set monthly delivery for regular board meetings, schedule 3-5 days before meeting dates, configure quarterly comprehensive reports, and add ad-hoc capability for special requests. This timing ensures board members have adequate review time.
Step 3. Set up professional email distribution.
Create formal email templates with professional subject lines including meeting dates, executive summaries in email body, key metrics highlighted, and screenshots of critical dashboards. Include multiple visualizations like chart screenshots for trend analysis, formatted table snapshots, and KPI cards with period comparisons.
Step 4. Implement board-specific features and alternatives.
Use Coefficient’s Snapshot History to maintain historical records of all board reports, create automatic period-over-period analysis, ensure secure distribution to verified board member addresses, and CC executive assistants or governance team for backup. For PDF-like delivery, use Google Sheets’ native “Email as PDF” feature post-refresh or integrate with document automation tools.
Elevate board communications with automation
This solution eliminates last-minute scrambles before board meetings, ensures consistent professional formatting, reduces risk of sending outdated data, and provides audit trails of all board communications. While not producing native PDFs, you deliver the same professional standard board members expect with added benefits of real-time updates. Streamline your board reporting today.
