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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.”
Most CRM APIs don’t support the grouping logic used in reports, forcing you to pull raw data and recreate groupings programmatically with complex parameter syntax that varies between platforms.
Here’s how to recreate report groupings and metrics with more flexibility than API parameters allow, without custom grouping logic implementation.
Recreate report groupings with flexible pivot tables using Coefficient
Coefficient imports closed won deal data and lets you use spreadsheet pivot tables to recreate any report grouping with more flexibility and intuitive controls than API parameters provide.
How to make it work
Step 1. Import closed won deal data completely.
Connect your CRM and import closed won deal data including Amount, Owner, Region, Product Line, Close Date, and any custom fields used in your report groupings.
Step 2. Create flexible groupings with pivot tables.
Use spreadsheet pivot tables to recreate any report grouping like by Owner, Region, Product Line, or Time Period. This provides more intuitive controls than complex API parameter structures.
Step 3. Set up nested groupings easily.
Create nested groupings such as Region > Sales Rep > Month using pivot table functionality. This is more straightforward than managing complex API parameter hierarchies.
Step 4. Calculate group-level metrics automatically.
Calculate metrics within each group including total amount, average deal size, conversion rates, and deal count using standard spreadsheet functions instead of custom aggregation code.
Step 5. Enable dynamic grouping changes.
Change grouping criteria instantly by adjusting pivot table settings without rebuilding API queries. Compare metrics across groups and calculate percentages using spreadsheet analysis tools.
Get sophisticated grouping analysis beyond API limitations
This approach provides more advanced grouping and analysis capabilities while eliminating API parameter complexity and custom grouping logic. Try Coefficient for flexible CRM report grouping.
