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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.”
Building weekly performance reports becomes streamlined when you combine automated data imports with Google Sheets’ free visualization tools, transforming a half-day manual task into an automated process.
You’ll learn how to set up a complete weekly reporting system that pulls data automatically, creates professional visualizations, and distributes reports without ongoing manual work.
Automate weekly performance reports using Coefficient
Coefficient integrates with Google Sheets to create a powerful weekly reporting system. By connecting to HubSpot and other business tools, you can automate data collection and focus on insights rather than data gathering.
How to make it work
Step 1. Set up your data architecture.
Create separate tabs for raw data, calculations, and visualizations in your Google Sheet. Use Coefficient to import performance metrics from your core systems and implement the Snapshots feature to capture weekly historical data for trend analysis.
Step 2. Configure weekly automation schedules.
Set imports to refresh every Monday morning and use Formula Auto Fill Down to maintain calculations as new data arrives. Schedule snapshots to preserve week-over-week comparisons and set up email alerts to notify when reports are ready.
Step 3. Build your visualization dashboard.
Create line charts for weekly trend analysis, bar charts for comparative views, and KPI scorecards using conditional formatting. Combine multiple visualizations on a single executive dashboard sheet for comprehensive weekly performance overview.
Step 4. Automate report distribution.
Use Google Sheets’ publish feature for web-based dashboards and set up scheduled email notifications with variable data like “Sales increased 15% this week.” Create a master template that auto-updates weekly and generates PDF snapshots for email distribution.
Step 5. Enable collaborative review.
Share view-only links with stakeholders and enable commenting for team discussions about weekly performance. Use Google Sheets’ version history to track changes and maintain an audit trail of weekly insights.
Start automating your weekly performance reports
Automated weekly reporting frees your team to focus on analysis and action rather than data compilation, leading to faster insights and better business outcomes. Begin building your automated weekly reporting system with Coefficient today.
