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GuideJanuary 2026

How to Build a Sales Dashboard in Google Sheets (Live, Automated)

Step-by-step guide to building a real-time sales dashboard in Google Sheets. Connect your CRM, map your fields, and get pipeline data updating automatically — without a single CSV export.

In this guide
  1. What you'll build
  2. Set up your sheet structure
  3. Connect your CRM
  4. Build dashboard formulas
  5. Add charts
  6. Share your dashboard
  7. FAQ

What You'll Build

A two-tab Google Sheet: a Raw Data tab that receives live CRM events via Autometon, and a Dashboard tab with charts for pipeline-by-stage, win rate, revenue-by-rep, and monthly trend. The dashboard recalculates every time a new event arrives.

Time to set up: ~20 minutes. Prerequisites: a CRM with webhook support (HubSpot, Salesforce, Pipedrive, Zoho), a Google Sheet, a Autometon account (free to start).

Step 1: Set Up Your Sheet Structure

Create a new Google Sheet. Rename the first tab Raw Data. Add column headers in row 1: Timestamp, Event Type, Deal Name, Stage, Deal Value, Owner, Close Date, Source. Rename the second tab Dashboard — this is where your charts and formulas will live.

The Raw Data tab is your data layer — no formatting, no formulas. Dashboard is your presentation layer. Keep them separate so the dashboard never breaks when new rows arrive.

Step 2: Connect Your CRM

1

Create a Autometon pipeline

Select your CRM from the source list. Copy the unique webhook URL.

2

Add webhook to your CRM

HubSpot: Settings → Integrations → Webhooks. Salesforce: Workflow Rules → Outbound Messages. Pipedrive: Tools → Webhooks. Paste the URL and subscribe to deal events.

3

Send a test event

Update a deal in your CRM. Autometon receives it and auto-detects all fields.

4

Map fields to sheet columns

Map deal name, stage, amount, owner, and close date to your Raw Data column headers.

5

Activate

Share your sheet with Autometon's service account email. Click Activate.

Step 3: Build Dashboard Formulas

Pipeline by stage

In your Dashboard tab, list each pipeline stage in column A and use SUMIF to total values:

=SUMIF('Raw Data'!D:D,"Proposal",'Raw Data'!E:E)

Select the stage names and values, insert a bar chart. This is your pipeline funnel — it updates automatically as deals move stages.

Win rate

=COUNTIF('Raw Data'!B:B,"deal.won")/(COUNTIF('Raw Data'!B:B,"deal.won")+COUNTIF('Raw Data'!B:B,"deal.lost"))

Revenue by rep

Insert a pivot table with rows = Owner, values = Deal Value (Sum), filter = Event Type is deal.won.

Monthly trend

Add a hidden helper column in Raw Data: =MONTH(A2). Pivot by month to chart revenue over time.

Step 4: Add Charts

Select your pipeline stage data → Insert → Chart → Bar chart. Title it "Pipeline by Stage". Repeat for rep revenue (bar chart) and monthly trend (line chart). Drag charts to arrange your dashboard layout. Lock the Dashboard tab to prevent accidental edits: right-click tab → Protect sheet.

Step 5: Share Your Dashboard

Click Share → Anyone with the link → Viewer. Send the link to your manager, executives, or finance team. They see live pipeline data without needing CRM access. The sheet updates automatically — no one needs to refresh, export, or send a new version.

Frequently Asked Questions

The sheet structure takes 5 minutes. Connecting your CRM via Autometon takes another 5–10 minutes. Building the formulas and charts takes 10–15 minutes. Total: under 30 minutes for a live, automated sales dashboard.
Any CRM with webhook support: HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Copper, and many more. If it sends a webhook when a deal changes, Autometon can route it to your sheet.
Autometon writes new events going forward — it doesn't backfill historical data. For historical data, export a CSV from your CRM and paste it into the Raw Data tab. Going forward, Autometon handles all new events.
Yes — use Google Sheets' native pivot table feature instead of SUMIF formulas. Insert → Pivot Table from your Raw Data range. Configure rows, values, and filters to match your reporting needs. Pivot tables refresh automatically as data arrives.

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