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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.”
Exporting closed won amounts with dynamic date filters via API requires complex parameter management, variable date range construction, and different format handling across CRM platforms.
Here’s how to get dynamic date filtering and closed won amounts without wrestling with API parameter syntax or manual aggregation code.
Use dynamic spreadsheet cells for flexible date filtering using Coefficient
Coefficient lets you point date filter values to specific spreadsheet cells, so you can change date ranges naturally and refresh data without rebuilding API queries.
How to make it work
Step 1. Connect your CRM platform.
Set up your CRM connection through Coefficient. This works consistently across HubSpot, Salesforce, and other platforms without learning different API parameter structures.
Step 2. Set up dynamic date filters.
Point your date filter values to specific spreadsheet cells. You can input dates in natural formats like MM/DD/YYYY, “last 30 days”, or “this quarter” without worrying about API-specific date parameter syntax.
Step 3. Apply multiple date field filters simultaneously.
Filter on Close Date, Create Date, Modified Date, or custom date fields at the same time to match complex report criteria. Use AND/OR logic to combine date conditions with other filters like deal stage or owner.
Step 4. Import data with automatic aggregation.
Import your filtered deal data and use SUM functions on Amount fields for instant totals. No manual aggregation code required after API calls, and currency conversions are handled automatically.
Step 5. Schedule dynamic updates.
Set up automatic refreshes that apply current dynamic date filters like “rolling 30 days” without manual intervention. Use conditional logic to create different date ranges based on other criteria like sales rep or region.
Simplify dynamic date filtering for closed won amounts
This approach provides more flexible dynamic filtering than most native CRM APIs while eliminating date parameter complexity and aggregation code. Start using Coefficient for streamlined CRM data access.
