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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.”
CRM Analytics lacks the capability to export dashboards with preserved hierarchy and grouping structure. This is a fundamental limitation where the visual presentation layer is separate from the data export layer, which only handles raw records without maintaining dashboard organization.
Here’s how to recreate your entire CRM Analytics dashboard structure with preserved hierarchy in spreadsheets.
Recreate your complete dashboard structure using Coefficient
Coefficient enables you to systematically recreate your entire CRM Analytics dashboard with preserved hierarchy. You’ll import from the same Salesforce objects that feed your dashboard widgets, then apply native spreadsheet hierarchy and grouping that remains permanently intact.
How to make it work
Step 1. Analyze your dashboard’s data sources.
Identify all Salesforce objects feeding your CRM Analytics dashboard widgets. Document the fields, filters, and relationships used in each widget to ensure complete recreation.
Step 2. Import data systematically by widget.
Use Coefficient to import from the same Salesforce objects with identical field selections for each dashboard widget. This ensures your recreated dashboard matches the original data exactly.
Step 3. Apply hierarchy preservation techniques.
Create native Excel or Google Sheets hierarchy and grouping for each data view. Use pivot tables, grouping functions, and conditional formatting to maintain the organizational structure you had in CRM Analytics.
Step 4. Set up multi-sheet dashboard structure.
Create separate sheets for different dashboard widgets while maintaining the same organizational structure. This gives you a complete workbook that mirrors your CRM Analytics dashboard layout.
Step 5. Configure automated refresh for all sheets.
Set up regular updates to keep all sheets current without manual intervention. Your hierarchy structure remains intact through every refresh, providing live dashboard functionality.
Transform your dashboard into a dynamic spreadsheet workbook
This approach provides complete hierarchy preservation across all data views while offering more flexible formatting and analysis options than CRM Analytics exports. Start building dashboard recreations that maintain all organizational benefits with superior data management.
