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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 return raw record data rather than pre-calculated report totals, forcing you to recreate complex filter logic and write custom aggregation code.
Here’s how to get filtered closed won sums without API complexity or rate limit concerns across any CRM platform.
Connect to any CRM and get filtered closed won sums using Coefficient
Coefficient provides universal CRM connectivity through a single interface. You can apply complex filters that match your report criteria exactly, then use simple spreadsheet functions for automatic sum calculations.
How to make it work
Step 1. Connect your CRM platform.
Coefficient supports HubSpot, Salesforce, Pipedrive, and other CRMs through one interface. No need to manage multiple API authentication methods or learn different parameter structures.
Step 2. Apply complex filters without code.
Use up to 25 filters with AND/OR logic to match your CRM report criteria exactly. Set Stage equals “Closed Won”, date ranges, territory assignments, deal source, and any other conditions your report uses.
Step 3. Import filtered data for automatic aggregation.
Import your filtered deal data directly into spreadsheets where SUM functions automatically calculate totals. No custom aggregation code required, and you avoid API rate limits that complicate large filtered datasets.
Step 4. Set up dynamic filter management.
Reference spreadsheet cells in filter values so you can change date ranges or other criteria and refresh data without rebuilding API queries. Schedule automatic refreshes to maintain current closed won sums.
Get CRM report totals without API headaches
This approach eliminates API complexity while providing the exact filtered closed won sums your reports show, plus spreadsheet-based analysis capabilities. Start using Coefficient for seamless CRM data access.
