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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.”
When CRM APIs don’t return aggregated values from filtered reports, you must pull individual records, implement aggregation logic in application code, and handle large datasets efficiently.
Here’s how to get filtered report totals without custom aggregation code or performance concerns when APIs only provide raw data.
Import filtered CRM data for automatic aggregation using Coefficient
Coefficient provides an ideal solution for this common API limitation by importing filtered CRM data directly into spreadsheets where standard functions provide instant totals.
How to make it work
Step 1. Connect your CRM and apply precise filters.
Set up your CRM connection and apply up to 25 filters with AND/OR logic through an intuitive interface. This ensures exact matching with your CRM report criteria without complex API parameter management.
Step 2. Import filtered data for multiple aggregation types.
Import your filtered CRM data and calculate various totals from the same dataset. Use SUM for amounts, COUNT for records, AVERAGE for deal size, and other functions for comprehensive analysis.
Step 3. Handle large datasets efficiently.
Coefficient optimizes data retrieval and handles large filtered datasets automatically. This eliminates the performance concerns of custom aggregation code while maintaining fast calculation speeds.
Step 4. Create complex calculations beyond basic totals.
Use spreadsheet formulas for sophisticated aggregations like weighted averages, percentage distributions, or conditional sums. This goes beyond what most CRM APIs can provide natively.
Step 5. Set up automatic total updates.
Schedule data refreshes so aggregated values update automatically as underlying data changes. This maintains accuracy without re-running API calls and aggregation logic manually.
Turn raw API data into meaningful totals effortlessly
This eliminates the need to build custom aggregation solutions while providing more flexible calculation capabilities than most CRM APIs offer. Get started with Coefficient for automatic CRM data aggregation.
