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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.”
Traditional custom solutions for preserving CRM Analytics grouping involve complex post-processing scripts, custom API development, or manual Excel manipulation. These approaches are time-consuming, error-prone, and require significant technical expertise to implement and maintain.
Here’s a comprehensive custom solution that eliminates the need for complex development while providing automated grouping preservation.
Implement a complete custom grouping solution using Coefficient
Coefficient provides a comprehensive custom solution that eliminates complex development requirements. You’ll connect directly to Salesforce objects that feed your CRM Analytics tables, bypassing the problematic export layer entirely while implementing automated grouping preservation.
How to make it work
Step 1. Map your data sources systematically.
Connect directly to Salesforce objects that feed your CRM Analytics tables using Coefficient’s “From Objects & Fields” feature. This bypasses the export layer completely and gives you access to the raw data with full field control.
Step 2. Implement custom grouping logic.
Use Coefficient’s dynamic filtering combined with Excel or Google Sheets native functions to recreate exact grouping structure. Set up conditional formatting and grouping rules that enhance readability and maintain hierarchy.
Step 3. Build dynamic refresh architecture.
Set up automated data refresh schedules (hourly, daily, or weekly) that maintain grouping integrity over time. Configure Coefficient’s Formula Auto Fill Down feature to automatically copy calculated fields within grouped data.
Step 4. Configure advanced automation features.
Implement Coefficient’s Append New Data feature to add new records while maintaining existing grouping structure. Set up Snapshots to create historical versions of grouped data for trend analysis.
Step 5. Set up multiple table management.
Handle multiple CRM Analytics tables simultaneously using Coefficient’s import management capabilities. Create dynamic filters that point to cell values for flexible grouping criteria across all tables.
Scale your solution across multiple dashboard tables
This solution transforms the CRM Analytics grouping problem from a technical limitation into a manageable, automated workflow with no coding required. Build your custom solution that preserves grouping structure permanently while providing real-time data accuracy.
