Build CRM reports that update themselves — pipeline, revenue, rep performance, and board-level dashboards that pull live data from HubSpot, Salesforce, or Pipedrive automatically.
Automated CRM reporting means your Google Sheets reports update themselves — no one exports a CSV, no one copies data, no one triggers a refresh. When a deal moves stages in your CRM, the pipeline report updates. When a deal closes, the revenue tracker updates. Everything happens automatically, in real time.
Autometon makes this possible by receiving CRM webhook events and writing them to Google Sheets. Your reports are formulas built on top of this live data layer.
Manual CRM reporting is a drain on RevOps and sales management time. The typical workflow: export CRM data to CSV → clean it in Excel → paste into Google Sheets → update charts → send to leadership. This takes 30–60 minutes per report cycle, the data is stale the moment you finish, and any CRM changes made after the export are invisible.
Automated reporting eliminates all of these steps. The report is always current because the underlying data is always current.
What questions does the report need to answer? Pipeline by stage, revenue by rep, win rate, deal velocity? List the metrics before building — this determines which CRM fields you need to capture.
Select your CRM, get a webhook URL, configure the events to track (deal stage changes, won/lost events, contact updates).
Create a Raw Data tab with column headers matching your required fields. This tab is write-only from Autometon — no manual editing.
Send a test event, auto-detect fields, map to your column headers. Include all fields your reports will need.
On a Dashboard tab, write SUMIF, COUNTIF, and AVERAGEIF formulas referencing the Raw Data tab. Add pivot tables and charts. This tab is read-only — it only consumes from Raw Data.
Share your sheet with Autometon's service account, activate the pipeline, and send a view-only link to stakeholders. The report now maintains itself.
Pipeline value by stage, new deals this week, deals closing this week. Filter by current week using the timestamp column. Share the link instead of exporting every Monday.
SUMIFS revenue with a month filter. Compare to previous month with a second SUMIFS. Calculate MoM growth percentage. Always current — no end-of-month scramble.
Per-rep: deals created, deals won, revenue closed, average deal size, win rate. Pivot table makes this trivial. Update automatically as deals close.
ARR or MRR, new deals, closed deals, pipeline coverage ratio. Built in 20 minutes. Always showing the latest data. Never needs to be "prepared" before a board meeting.
Set up your first real-time integration in under 5 minutes. No code, no task limits.
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