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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.”
The “Download in Excel format” button in CRM Analytics is designed for data portability, not format preservation. This button extracts underlying data records without maintaining visual grouping structure, which is why your organized grouped data becomes flat rows in Excel.
Here’s how to eliminate dependence on that problematic download button while getting properly structured data.
Replace the download button with live data connections using Coefficient
Rather than relying on CRM Analytics’ flawed export functionality, Coefficient provides a complete alternative. You’ll connect directly to your source Salesforce data and apply proper Excel grouping that won’t disappear, eliminating the need for manual downloads entirely.
How to make it work
Step 1. Identify your dashboard’s data sources.
Determine which Salesforce objects feed your CRM Analytics dashboard. This might include standard objects like Accounts, Opportunities, or Leads, plus any custom objects specific to your organization.
Step 2. Import identical data using Coefficient.
Use Coefficient’s “From Objects & Fields” feature to import the same data that appears in your CRM Analytics dashboard. Select the exact fields and apply the same filtering criteria for consistency.
Step 3. Apply native Excel grouping functionality.
Create grouping, subtotals, and formatting using Excel’s built-in features. This grouping structure remains intact indefinitely, unlike the flattened data from CRM Analytics downloads.
Step 4. Set up automated refresh schedules.
Configure automatic data updates (hourly, daily, or weekly) to replace manual downloads. Your data stays current and your grouping structure is preserved through every refresh.
Eliminate manual downloads with automated data management
This approach eliminates dependence on CRM Analytics’ flawed export functionality while providing superior data management capabilities. Start building automated data workflows that preserve your structure exactly how you need it.
