1.Triggers nightly at 5 PM
Integrate Schedule by Zapier to start your nightly run and prepare to compute rolling AE deal metrics.
Populate AE performance sheet with rolling deal metrics
Automatically aggregate rolling AE deal metrics across Schedule by Zapier and Google Sheets. Update your AE performance sheet when the nightly schedule fires and metrics are recomputedβso you can refresh cohort counts, standardize deal-length averages, and keep leaders aligned without manual reporting.
How this automation updates your AE performance sheet
When the daily schedule fires, stale AE metrics can throw off pipeline reviews. This automation queries your CRM via Code by Zapier, matches rows in Google Sheets, and updates cohort counts and average deal lengthsβso your team can review with confidence.
Schedule by Zapieror swap with your favorite app
2.Aggregates cohort and deal metrics
Integrate Code by Zapier and CRM data tools to query the CRM and return cohort counts and deal-length averages.
Code by Zapieror swap with your favorite app
3.Iterates each metric line item
Integrate Looping by Zapier and data mapping tools to loop through each metric item for sheet row matching.
Looping by Zapieror swap with your favorite app
4.Looks up the matching sheet row
Integrate Google Sheets and spreadsheet lookup logic to find the correct row using the item key.
Google Sheetsor swap with your favorite app
5.Updates cohort and deal-length cells
Integrate Google Sheets and spreadsheet editing tools to overwrite cohort counts and average deal-length values on match.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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