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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.”
SFCC’s standard reporting can’t calculate customer group conversion rates or revenue attribution because it doesn’t correlate customer group membership with behavioral metrics. This leaves teams struggling to understand which customer segments drive the most value.
You’ll learn how to extract the underlying SFCC data and build sophisticated customer group analysis that delivers the conversion and revenue insights your native platform simply can’t provide.
Build customer group performance analysis using Coefficient
Coefficient addresses SFCC’s reporting limitations by enabling sophisticated customer group analysis once you extract the underlying data. While Salesforce Commerce Cloud’s native reports lack the ability to correlate customer group membership with behavioral metrics, Coefficient transforms raw exports into actionable insights.
How to make it work
Step 1. Import your extracted SFCC customer and order data using Coefficient’s flexible import capabilities.
After exporting customer group assignments and transaction data from SFCC, use Coefficient to bring both datasets into your spreadsheet. The key is having customer IDs that link group membership to purchase behavior, creating the foundation for conversion and revenue analysis.
Step 2. Create dynamic filters to segment analysis by specific customer groups.
Set up filters that let you analyze specific customer groups without rebuilding reports. Use Coefficient’s AND/OR logic to combine multiple criteria, like analyzing high-value customer groups within specific date ranges. Dynamic filters pointing to cell values make it easy to switch between different customer segments instantly.
Step 3. Build calculated fields for group-specific conversion rates and revenue metrics.
Create formulas that automatically compute orders per unique visitor by group, average order value per customer group, and customer lifetime value by segment. For example, use `=COUNTIF(CustomerGroup, “VIP”)/COUNTIF(VisitorGroup, “VIP”)` to calculate VIP customer conversion rates that SFCC can’t provide natively.
Step 4. Set up automated refresh schedules to update customer group performance metrics.
Configure Coefficient to automatically refresh your analysis as new SFCC data becomes available. Set up hourly, daily, or weekly refresh schedules depending on how frequently you export data from SFCC. This keeps your customer group insights current without manual intervention.
Step 5. Use Formula Auto Fill Down to apply complex revenue attribution calculations across customer segments.
Apply sophisticated revenue attribution formulas across all customer group segments automatically. As new data comes in during refreshes, your conversion rate and revenue calculations extend to new rows without manual copying, ensuring consistent analysis across all customer groups.
Get the customer group insights SFCC can’t deliver
This approach provides customer group insights that are impossible to achieve within SFCC’s native reporting framework, particularly for percentage-based metrics and trend analysis. Start building your customer group revenue analysis today.
