)
Written by
Table of Contents
“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 systems, including Salesforce and HubSpot, have significant limitations with aggregate filtering because their standard report builders separate filtering logic from aggregation functions.
You’ll learn how to overcome these limitations and create sophisticated aggregate filters that show parent records based on child record counts, totals, and other calculated values.
Build aggregate record count filters using Coefficient
Coefficientovercomes CRM aggregate filtering limitations by importing data from any CRM system and using spreadsheet-based aggregation functions. This approach lets you filter accounts by opportunity count, contacts by activity volume, or any parent-child relationship based on calculated thresholds.
How to make it work
Step 1. Import parent and child records with relationship data.
Use Coefficient’s native CRM connectors to import both parent records (like Accounts) and related child records (like Opportunities). Include lookup relationship fields so you can connect the data across objects.
Step 2. Calculate aggregate values using spreadsheet functions.
Apply functions like COUNTIF, SUMIF, or create pivot tables to calculate aggregate values. For example, count opportunities per account, sum deal values, or calculate average response times for support cases.
Step 3. Set up dynamic filters with aggregate thresholds.
Create Coefficient dynamic filters that point to cells containing your minimum thresholds. Filter accounts with >5 opportunities, contacts with <3 activities last month, or campaigns exceeding participation targets.
Step 4. Configure automated refresh schedules.
Set up hourly, daily, or weekly refresh cycles to maintain current aggregate calculations. Your filtered reports automatically update as new CRM data comes in, ensuring accuracy without manual work.
Scale your CRM reporting beyond platform limitations
Start buildingThis cross-object aggregation approach provides the minimum record count filtering that standard CRM reports can’t deliver due to their architectural constraints.sophisticated aggregate filters that work across any CRM system.
