)
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.”
Sharing Salesforce analytics data with customers requires balancing transparency with security – you want to provide valuable insights without compromising sensitive information or requiring customer system access.
Here’s how to set up sophisticated automated analytics sharing that delivers personalized insights to customers on your preferred schedule.
Create customer-specific analytics automation using Coefficient
Coefficient enables secure, automated analytics sharing from Salesforce with customer-level filtering and personalization. You can scale to thousands of customers while maintaining data security and providing enterprise-grade analytics access.
How to make it work
Step 1. Import and filter customer-specific analytics.
Pull Salesforce analytics using Coefficient’s import options and apply customer-level filters during import – account-based filtering for B2B customers, contact-based filtering for B2C scenarios, or custom object filtering for specialized data. Use dynamic filters linked to customer lists for easy management.
Step 2. Build personalized analytics dashboards.
Create customer-specific dashboards in Google Sheets with usage analytics and trends, performance metrics and SLAs, billing and subscription data, and support ticket analytics. Implement calculated metrics like month-over-month growth, utilization percentages, comparative benchmarks, and predictive trends.
Step 3. Configure automated email delivery with segmentation.
Set up Email Alerts with customer segmentation – enterprise customers getting weekly detailed reports, SMB customers receiving monthly summaries, and trial users getting daily activity updates. Customize email content with branded templates, personalized insights and recommendations, interactive charts, and call-to-action buttons.
Step 4. Implement advanced distribution logic.
Configure conditional sending logic to only send when data changes significantly, alert on threshold breaches, or celebrate milestone achievements. Set up multi-channel delivery with primary email for full reports, Slack notifications for urgent metrics, and executive summaries for key contacts.
Transform customer relationships through transparency
This approach builds trust through proactive communication, reduces support tickets with self-service analytics, improves retention through transparent data sharing, and drives product adoption with automated insights. You can scale to thousands of customers while maintaining data security and professional communication standards. Start sharing analytics with your customers today.
