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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.”
Extracting report subtotals for closed won opportunities via API pagination requires implementing complex pagination logic, managing rate limits across multiple calls, and manually aggregating subtotals from paginated results.
Here’s how to get complete datasets with flexible subtotals without pagination complexity or rate limit management.
Import complete datasets with automatic subtotal creation using Coefficient
Coefficient handles all pagination logic automatically and retrieves complete datasets without requiring custom pagination code, rate limit management, or multiple API calls.
How to make it work
Step 1. Connect your CRM without pagination concerns.
Set up your CRM connection and let Coefficient handle all pagination automatically. The system retrieves complete datasets with 50,000+ records without memory management issues or custom pagination code.
Step 2. Import closed won opportunity data completely.
Import your closed won opportunity data including Amount, Owner, Region, Product, and time period fields. Built-in rate limit handling ensures data retrieval completes successfully without manual throttling.
Step 3. Create flexible subtotals with pivot tables.
Use spreadsheet pivot tables or SUMIF functions to recreate report subtotals by any grouping like Owner, Region, Product, or Time Period. This provides more flexibility than most CRM report grouping options.
Step 4. Set up multiple dimension subtotals.
Create subtotals by multiple dimensions simultaneously, such as subtotals by Sales Rep within each Region. This goes beyond what most CRM APIs can provide through single calls.
Step 5. Schedule automatic subtotal updates.
Set up automatic refreshes that recalculate subtotals when underlying data changes. This maintains accuracy without re-running paginated API calls or managing complex refresh logic.
Get sophisticated subtotals without pagination complexity
This approach provides more advanced subtotal analysis capabilities while eliminating all pagination and rate limit management overhead. Start using Coefficient for seamless CRM subtotal reporting.
