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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.”
Salesforce Commerce Cloud doesn’t provide native reporting for customer group performance metrics, forcing teams to export raw data and analyze it externally. While SFCC offers several export methods, the real challenge lies in transforming that exported data into actionable insights.
Here’s how to extract SFCC customer group data and set up powerful analysis workflows that deliver the customer segmentation insights your native platform can’t provide.
Export SFCC data then analyze with Coefficient
The most effective approach combines SFCC’s export capabilities with Coefficient’s advanced analysis features. First, you’ll extract the raw customer group data from SFCC, then import it into spreadsheets where you can build the sophisticated customer group analytics that Salesforce Commerce Cloud simply can’t deliver natively.
How to make it work
Step 1. Extract customer group data from SFCC using your preferred method.
Use SFCC’s Data Export API with custom scripts to pull customer records including group assignments, or leverage Business Manager’s bulk export functionality. You can also use OCAPI Customer endpoints to programmatically retrieve customer group relationships. The key is getting both customer data and their associated group memberships in a format you can work with.
Step 2. Import your exported SFCC data into Google Sheets or Excel using Coefficient.
Once you have your CSV exports, use Coefficient’s import capabilities to bring the data into your spreadsheet. Set up automated refresh schedules so your analysis stays current as you generate new SFCC exports. This creates a reliable pipeline from your SFCC data to your analysis environment.
Step 3. Create dynamic customer group segments using advanced filtering.
Apply Coefficient’s AND/OR logic filtering to segment customers by group membership without rebuilding reports. You can filter by group type, assignment dates, or any custom attributes included in your SFCC export. Dynamic filters let you point to cell values, making it easy to change your analysis focus without editing import settings.
Step 4. Build calculated fields for customer group performance metrics.
Create formulas that automatically compute group-specific conversion rates, average order value per customer group, and customer lifetime value by segment. Use Formula Auto Fill Down to apply these calculations across all customer group segments automatically as new data comes in.
Step 5. Set up automated snapshots to track customer group trends over time.
Configure scheduled snapshots to capture customer group performance at regular intervals. This creates historical trend analysis that’s completely unavailable in SFCC’s native reporting, letting you see how different customer segments perform over weeks, months, or quarters.
Transform raw SFCC exports into actionable customer insights
This approach fills the critical gap in SFCC’s analytics capabilities by providing customer group visibility that would otherwise require complex custom development. Start building your customer group analysis workflow today.
