)
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.”
Querying total deal value from custom report fields through CRM APIs requires mapping API field names to display names, handling different field types, and writing custom aggregation logic.
Here’s how to access custom field deal values without field mapping complexity or custom aggregation code.
Import custom deal fields with automatic discovery using Coefficient
Coefficient automatically detects and displays all available custom fields by their user-friendly names, eliminating the need to map API field names or handle different field types separately.
How to make it work
Step 1. Connect to your CRM with automatic field discovery.
Set up your CRM connection and let Coefficient automatically detect all custom fields. They appear with their user-friendly display names, not confusing API field names.
Step 2. Select custom fields without type complexity.
Choose specific custom currency, number, text, date, and picklist fields to import alongside standard deal data. All field types are handled automatically without different API calls or processing logic.
Step 3. Filter directly on custom field values.
Apply filters to custom field values like Deal Source = “Website” or Custom Stage = “Negotiation” using the same intuitive interface as standard fields. No need to understand custom field API syntax.
Step 4. Get instant total value aggregation.
Use SUM, AVERAGE, or other spreadsheet functions on imported custom currency and number fields for immediate totals. No custom aggregation code required, and calculated fields can be recreated using spreadsheet formulas.
Step 5. Include cross-object custom data.
Pull custom fields from associated contacts, companies, or other objects alongside deal custom fields for comprehensive reporting that goes beyond single-object API limitations.
Access custom field deal values without API complexity
This method eliminates custom field API management while providing more flexible analysis capabilities than most CRM reporting interfaces. Try Coefficient to simplify custom field data access.
