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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.”
Coefficient revolutionizes sales team analytics by combining live CRM connectivity with AI-powered self-service analysis, enabling immediate ad-hoc reporting without waiting for data teams.
Sales reps can get answers to complex questions in seconds using natural language commands instead of waiting days for custom reports.
Enable self-service sales analytics with live CRM data and AI using Coefficient
The self-service analytics stack includes continuous data sync from Salesforce or HubSpot with all deal fields available, plus an AI-powered analysis layer that understands natural language queries like “Show me stalled deals by rep” and provides instant calculations and visualizations.
How to make it work
Step 1. Set up live CRM data foundation.
Connect Coefficient to your CRM and import all relevant deal data including stages, amounts, probabilities, and custom fields. Enable automatic refresh so your analysis always uses current data. Include related data like accounts, contacts, and activities for comprehensive analysis capabilities.
Step 2. Use natural language for instant ad-hoc analysis.
Replace complex formulas with simple commands. Instead of building VLOOKUP chains, type “match these datasets.” Skip SUMIFS with “total deals by criteria.” Avoid pivot table setup with “summarize by dimensions.” The AI handles all technical complexity while you focus on business questions.
Step 3. Enable instant iteration and sharing.
Modify analysis on-the-fly with follow-up commands like “Now show me just enterprise deals” or “Add close probability to the analysis.” Create shareable insights with live links that maintain real-time data. Set up scheduled emails with fresh analysis or Slack alerts for metric changes.
Transform every sales rep into their own analyst
Traditional analysis takes 45 minutes to 2 hours per request. Coefficient reduces this to 2-5 minutes while eliminating the analyst bottleneck. Sales teams can make data-driven decisions in real-time, leading to faster deal interventions and increased win rates. Start your self-service sales analytics transformation today.
