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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.”
SalesforceThis revenue analysis scenario exposes key limitations innative reporting. Combining pipeline (open opportunities) with historical closed revenue filtering is difficult, especially when you need negative revenue criteria over specific date ranges.
Here’s how to build this pipeline vs. closed revenue analysis using spreadsheet formulas that can handle the complex date and revenue logic.
Build comprehensive revenue analysis using Coefficient
CoefficientSalesforceexcels at this type of pipeline vs. closed revenue analysis because you can import all opportunity data and create sophisticated calculations thatstandard reporting can’t handle.
How to make it work
Step 1. Import comprehensive opportunity data.
Import opportunities with Amount, Stage, Close Date, and Account ID. Use Coefficient’s filtering to include both open opportunities (pipeline) and closed opportunities since your target date.
Step 2. Calculate current pipeline per account.
Create formulas to calculate current pipeline:
Step 3. Analyze closed revenue since specific date.
Calculate closed won revenue since your target date:
Step 4. Identify net new accounts with pipeline.
Combine criteria to find accounts with pipeline but no closed revenue:
Step 5. Track historical opportunity data trends.
Use Coefficient’s Append New Data feature to maintain historical snapshots of pipeline vs. revenue trends over time.
Step 6. Set up automated reporting.
Schedule daily refreshes and set up alerts when accounts meet your net new criteria, enabling immediate sales follow-up.
Get more accurate revenue insights
Start buildingThis approach provides more accurate revenue analysis than Salesforce’s standard reporting capabilities and eliminates the complexity of joined reports or custom report types.better revenue reports today.
