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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.”
Sending filtered Salesforce reports to specific external recipients monthly requires sophisticated data segmentation and precise automation – you need the right data going to the right people at the right time.
Here’s how to set up advanced filtering with automated monthly distribution that ensures each external recipient gets exactly the data they need.
Build precise monthly distribution using Coefficient
Coefficient combines powerful filtering options with scheduled email automation, enabling precise data distribution from Salesforce to external stakeholders. You can create complex filter combinations and map them to specific recipient groups.
How to make it work
Step 1. Configure advanced filtering with recipient mapping.
Import Salesforce data with granular filters using AND/OR logic, multiple field types (Number, Text, Date, Boolean, Picklist), dynamic filters pointing to spreadsheet cells, and related object filtering through lookup relationships. Create multiple filtered views – regional data for distributors, product-specific metrics for suppliers, department metrics for consultants, and customer segment data for partners.
Step 2. Set up precise monthly scheduling.
Configure monthly delivery options including first business day of month, last day of month, specific dates like the 15th, or multiple sends for different groups. Account for holidays and weekends automatically and set appropriate time zones for recipients.
Step 3. Map filtered data to specific recipients.
Create recipient-specific configurations where Filter: Region = “North America” goes to na-partners@example.com, Filter: Product = “Enterprise” goes to enterprise-vendors@example.com, and Filter: Customer Type = “SMB” goes to smb-consultants@example.com. Use variables for dynamic recipient routing and implement approval workflows if needed.
Step 4. Implement advanced monthly reporting features.
Enable “Append New Data” to build historical monthly trends, create automatic month-over-month calculations, apply conditional formatting to highlight significant changes, and generate summary statistics with auto-generated insights.
Perfect your external data distribution
This solution transforms monthly reporting from a manual, error-prone process to an automated, precise distribution system. You maintain data security through exact filtering, reduce information overload for recipients, and enable personalized insights for each stakeholder while scaling easily as needs evolve. Set up your filtered monthly distribution today.
