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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.”
Most CRM APIs don’t expose dashboard calculations directly, requiring you to recreate complex metric formulas in application code while managing authentication tokens and rate limits.
Here’s how to get the same calculated metrics from your CRM dashboard without API authentication complexity or custom calculation code.
Recreate CRM dashboard metrics in spreadsheets using Coefficient
Coefficient handles all API authentication automatically and imports the underlying CRM data that feeds your dashboard calculations. You can then recreate metrics using familiar spreadsheet formulas.
How to make it work
Step 1. Set up one-time CRM connection.
Connect to your CRM without managing API tokens, refresh cycles, or permission scoping. Coefficient handles all authentication automatically, eliminating ongoing maintenance.
Step 2. Import underlying dashboard data.
Pull the CRM data that feeds your dashboard calculations. This includes deals, contacts, activities, and any custom objects needed to recreate your specific metrics.
Step 3. Recreate metrics with spreadsheet formulas.
Use standard spreadsheet functions to calculate conversion rates, average deal size, sales velocity, and pipeline coverage. This replaces complex application code with familiar formulas like AVERAGE, SUMIF, and COUNTIF.
Step 4. Combine multi-source data for complex calculations.
Pull data from multiple CRM objects (deals, contacts, activities) to recreate complex dashboard calculations that would require multiple API calls and custom aggregation logic.
Step 5. Set up automated metric updates.
Schedule automatic data refreshes on hourly, daily, or weekly schedules to keep calculated metrics current. Add Slack or email notifications when metrics cross specific thresholds.
Access CRM dashboard metrics without API complexity
This method provides the same calculated metrics as your CRM dashboard while eliminating authentication management and calculation maintenance overhead. Get started with Coefficient for simplified CRM metric access.
