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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.”
Incomplete data export during customer purchase frequency report downloads occurs because Excel export functions typically implement row limits around 2000-2500 rows to manage file size and processing time.
Purchase frequency reports require complete customer datasets to accurately calculate recurrence patterns and buying behaviors. Here’s how to access all your customer data.
Access complete purchase frequency data using Coefficient
Coefficient fixes incomplete data export by establishing live connections to your customer purchase data, bypassing the download limitations that cause truncated reports. This ensures your customer purchase frequency analysis includes all customers and their complete transaction histories from Salesforce .
How to make it work
Step 1. Import full customer datasets without download restrictions.
Connect Coefficient to your Salesforce org and pull all customers regardless of volume. Use the “From Objects & Fields” option to access customer and opportunity objects directly.
Step 2. Preserve complete transaction history for accurate calculations.
Import complete purchase records needed for accurate frequency calculations. Include related objects like opportunities, orders, and products to maintain transaction relationships.
Step 3. Calculate real-time frequency metrics in your spreadsheet.
Use Coefficient’s formula auto-fill to calculate purchase patterns directly in Excel with auto-updating formulas. Apply DATEDIF and COUNTIFS functions to measure purchase intervals across all customers.
Step 4. Set up automated completeness with scheduled refreshes.
Schedule refreshes to maintain complete customer purchase frequency data. Use append functionality to build historical purchase pattern tracking over time.
Build accurate frequency analysis on complete datasets
This approach ensures your customer purchase frequency analysis is based on complete, accurate data rather than artificially limited export samples. Access your complete customer data for precise frequency calculations.
