)
Written by
Table of Contents
“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 cannot maintain Account Name grouping during Excel exports because the export process converts grouped data into flat, individual records. The visual grouping by Account Name in your dashboard is purely a presentation layer that doesn’t carry over to exported files.
Here’s how to create a properly grouped Account analysis that preserves your Account Name structure.
Create Account grouping that actually persists using Coefficient
Instead of exporting from CRM Analytics, Coefficient lets you create Account analyses directly from Salesforce data. You’ll import from the Accounts object and related data, then apply Account Name grouping using Excel’s native functionality that won’t disappear.
How to make it work
Step 1. Import Account data with related objects.
Use Coefficient to import from the Salesforce Accounts object with all necessary fields. Include related objects like Opportunities, Contacts, or Cases using lookup relationships to get a complete Account view.
Step 2. Apply Account-focused filtering.
Set up dynamic filters that mirror your CRM Analytics criteria using Coefficient’s filtering feature. You can filter by Account type, size, region, or any other Account-specific criteria.
Step 3. Create native Account Name grouping.
Use Excel’s GROUP BY functionality or built-in grouping features to group by Account Name. This grouping is preserved permanently in the spreadsheet and includes expand/collapse functionality for easy analysis.
Step 4. Add subtotals and calculations.
Implement subtotals and group-level calculations for each Account group. These calculations are maintained through data refreshes and provide insights at both the Account and overall levels.
Step 5. Schedule automatic updates.
Configure daily or weekly refresh schedules to maintain current Account data without manual exports. Your Account Name grouping stays intact through every refresh.
Analyze Account data with persistent structure
This eliminates the frustration of losing Account Name grouping while providing more flexible analysis capabilities than CRM Analytics exports. Start analyzing Account data with grouping that actually works.
