)
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.”
The traditional workflow is painfully inefficient: identify an issue in your spreadsheet analysis, switch to Salesforce, search for the record, wait for it to load, investigate, then return to your spreadsheet. You lose context and waste time with every switch.
Here’s how to create a seamless investigation workflow that eliminates friction and reduces investigation time by 80%.
Optimize spreadsheet-to-CRM investigation using Coefficient
Coefficient’s hyperlinked Object IDs eliminate investigation friction by creating direct links from your spreadsheet to Salesforce records. Every Opportunity ID in your Salesforce spreadsheet becomes a one-click path to the full CRM record.
How to make it work
Step 1. Enable hyperlinked IDs in your imports.
When setting up your Coefficient Salesforce import, ensure hyperlinked Object IDs are enabled (this is the default setting). Every Opportunity ID in your spreadsheet becomes a direct link to the Salesforce record, eliminating manual searching.
Step 2. Structure sheets with strategic ID placement.
Design your spreadsheet layouts with Opportunity IDs prominently displayed by including them in summary dashboards for quick access, adding them to exception reports for immediate investigation, placing them next to key metrics that might require investigation, and ensuring they’re visible in all analysis views.
Step 3. Create investigation-optimized views.
Build spreadsheet layouts that facilitate investigation including exception reports with direct links to problematic opportunities, change logs with links to modified records, pipeline review sheets with one-click access to details, and forecast variance analysis with instant drill-down capability.
Step 4. Surround links with contextual information.
Layout your spreadsheet with relevant context around hyperlinked IDs including current and previous values for comparison, owner information for quick communication, last modified date to understand timing, and key fields that might explain the issue.
Step 5. Build integrated investigation workflows.
Create workflows that leverage this connectivity: click opportunity link → review full Salesforce history, update record in Salesforce → refresh Coefficient data, document findings in spreadsheet → link to source record, and share investigation results with linked evidence.
Reduce investigation time by 80%
What once required multiple window switches, searches, and context loss now happens in seconds. Spot a $2M discrepancy in your analysis? One click takes you directly to the Salesforce opportunity where you discover the extra zero typo. Fix it, refresh your data, and watch your forecast correct itself. Start streamlining your investigation workflow today.
