Case studies
How Kolus.io automated sales reporting with Coupler.io, saving up to 20 hours/month and unlocking upsell insights
Industry
SaaS
Management
Software
What we did
Automated daily Pipedrive data exports, built joined multiple data entities for deeper insights, and removed manual spreadsheet work
Outcomes
12–20 hours saved monthly, accurate and timely KPI dashboards, 3+ upsell opportunities identified monthly, improved resource allocation
Industry
SaaS
Management
Software
What we did
Automated daily Pipedrive data exports, built joined multiple data entities for deeper insights, and removed manual spreadsheet work
Outcomes
12–20 hours saved monthly, accurate and timely KPI dashboards, 3+ upsell opportunities identified monthly, improved resource allocation
About Kolus.io
Kolus.io is a SaaS company out of France specializing in video expertise for technical support and after-sales service, with solutions designed to meet industrial needs. Their SaaS platform centralizes tickets, automates processes, and improves team performance through a unique combination of business features.
Kolus.io is a fast-growing sales-driven organization focused on delivering value through real-time insights and performance tracking. Their team uses Pipedrive to manage deals and monitor sales progress, with regular reporting needed for decision-making and strategic planning.
The Challenge
With no automation in place, the team was spending up to 5 hours per week manually exporting and cleaning data from Pipedrive to update sales reports. This manual process made it hard to ensure accuracy and keep dashboards current, introducing errors such as duplicated deals or missing records. As a result, KPIs like pipeline value, win rate, and agent performance were frequently out of sync with reality— adversely affecting forecasts, team performance evaluations and account management decisions such as pipeline prioritization.
Without up-to-date and reliable data, the team also struggled to make timely decisions about where to focus sales efforts, which deals to prioritize, and how to allocate resources across the team. This lack of visibility sometimes meant missed opportunities or delayed interventions that could have improved results.
“Without Coupler.io, we couldn’t get the data we needed to build accurate pivot tables and dashboards. It limited our ability to make data-driven decisions.
The Solution
Coupler.io offered a direct integration with Pipedrive, enabling the team to automate scheduled data exports to Google Sheets and Excel without needing developer support. Within a day, they had set up their first data flows—and later expanded to join datasets on deals and organizations within Coupler.io to create more comprehensive sales reports.
By eliminating manual exports, the team ensured their dashboards were always fresh and accurate, with the ability to dive deeper into performance trends and track real-time KPIs.
Results & Impact
Coupler.io became an essential part of the company’s sales reporting infrastructure. Dashboards now update daily, and the team can quickly identify trends, underperforming agents, or upsell-ready clients. This enhanced visibility supports more informed decision-making and smarter pipeline prioritization.
Outcomes:
• ⏱️ Saved 12–20 hours/month on manual data exports and cleaning
• 📊 Built pivot tables and KPI dashboards with always-up-to-date data
• 🧠 Identified a min of 3 upsell opportunities monthly that would have been missed
• ⚙️ Improved reporting accuracy by removing copy-paste and data sync errors
“After a simple and quick implementation, Coupler.io helped us connect datasets from Pipedrive and instantly improved our ability to analyze results. The tool makes it incredibly easy to keep our Pipedrive data up to date and build the reports we need without manual effort.
