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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.”
Post-processing CRM Analytics Excel exports to restore grouping typically involves manual Excel manipulation, VBA scripting, or complex formula work to recreate lost hierarchy structure. These approaches are time-consuming, error-prone, and require technical expertise that most users don’t have.
Here’s how to eliminate the export-and-fix cycle entirely with a proactive solution that delivers properly formatted data from the start.
Skip post-processing entirely using Coefficient
Rather than struggling with post-processing exported data, Coefficient provides a proactive solution that eliminates the export-and-fix cycle entirely. You’ll connect directly to Salesforce data sources and import data with grouping structure already applied using native spreadsheet functionality.
How to make it work
Step 1. Connect directly to Salesforce data sources.
Use Coefficient to import from the same Salesforce objects that feed your CRM Analytics reports. This bypasses the problematic export process completely and gives you access to clean, structured data.
Step 2. Apply pre-built grouping during import.
Import data with grouping structure already applied using native Excel functionality. Set up proper hierarchy, subtotals, and formatting that won’t require any post-processing work.
Step 3. Configure automated workflow scheduling.
Set up scheduled refreshes that maintain proper grouping without manual intervention. Your data arrives properly formatted every time, eliminating the need for repetitive post-processing tasks.
Step 4. Implement consistency controls.
Ensure identical grouping structure across all refreshes using Coefficient’s automated features. This removes human error from the grouping recreation process and provides consistent results.
Step 5. Scale across multiple reports.
Handle multiple CRM Analytics reports simultaneously without increasing processing time. Each report maintains its proper structure automatically, eliminating the manual work multiplication problem.
Transform inefficient workflows into streamlined automation
This approach transforms the inefficient export-and-fix workflow into a streamlined, automated solution that provides superior results with minimal effort. Start eliminating post-processing work while getting better-formatted data than manual methods can provide.
