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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.”
Getting a complete customer picture means pulling data from your CRM, product database, billing system, and support tools into one place. Most teams struggle with this because they’re stuck exporting CSVs and using complex VLOOKUP formulas that break constantly.
Here’s how to build a dynamic customer 360 dashboard that updates automatically and gives you instant access to comprehensive customer insights.
Build a unified customer dashboard using Coefficient
Coefficient connects directly to 70+ business systems, letting you pull customer data from multiple sources into Google Sheets without any technical setup. Instead of managing separate exports, you get live data that refreshes automatically.
How to make it work
Step 1. Connect your data sources through Coefficient’s sidebar.
Open the Coefficient sidebar in Google Sheets and connect to your key systems. This typically includes your CRM ( Salesforce or HubSpot ), product database (Snowflake, BigQuery), billing system (Stripe, Chargebee), and support platform (Zendesk). Each connection takes about 30 seconds to authenticate.
Step 2. Create a master customer identifier cell.
Designate a single cell (like B2) where you’ll enter the customer domain or account ID. This becomes your control center – when you change this value, all your connected data will refresh to show information for that specific customer.
Step 3. Set up dynamic imports for each data source.
Create separate imports for CRM data, product usage, billing information, and support tickets. In each import’s filter settings, point to your master identifier cell using dynamic references like {{B2}}. This ensures all imports automatically filter based on whatever customer you’ve selected.
Step 4. Arrange your dashboard layout.
Structure your sheet with dedicated sections: customer overview (rows 5-15), product usage metrics (rows 17-27), billing data (rows 29-39), and support history (rows 41+). Add calculated fields for health scores, churn risk, and expansion opportunities using simple spreadsheet formulas.
Step 5. Add one-click refresh functionality.
Insert Coefficient’s refresh button on your sheet. Now you can type any customer identifier, click refresh, and see all connected data update in 2-5 seconds. Use formula functions like =salesforce_lookup() or =hubspot_lookup() for instant spot checks without full refreshes.
Transform your customer intelligence workflow
This approach eliminates the 12+ minutes of manual CSV exports and VLOOKUP formulas, replacing it with 5 seconds of live data access. Start building your unified customer 360 view today.
