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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.”
Salesforce’snative reporting cannot create a single report showing opportunities with named products plus opportunities without any products due to cross filter limitations.
Here’s the comprehensive reporting solution that eliminates these Salesforce restrictions and provides the unified analysis you need.
Build comprehensive unified reports with automated analysis
CoefficientSalesforceprovides a comprehensive reporting solution that eliminatesrestrictions entirely. You get single comprehensive views instead of multiple separate reports with real-time unified analysis that’s impossible with native reporting.
How to make it work
Step 1. Import with unified data strategy.
Import opportunities with all relevant fields including Name, Amount, Stage, Close Date, and Owner. Import related product data (OpportunityLineItems with Product2.Name) using Coefficient’s object relationships to maintain data integrity across both scenarios.
Step 2. Apply advanced filtering for both scenarios.
Create filters that identify both scenarios simultaneously: opportunities with named productsPLUS opportunities without products. This unified filtering is impossible with Salesforce cross filters.
Step 3. Create unified report with categorization.
Use spreadsheet formulas to categorize opportunities:. This provides clear visibility into both opportunity types in a single view.
Step 4. Implement automated reporting features.
Schedule automatic data refresh to maintain current information and set up alerts when new opportunities appear in either category. Create snapshots for historical trend analysis and export results back to Salesforce for team access.
Step 5. Enable advanced analysis capabilities.
Calculate conversion rates across both opportunity types and compare average deal sizes between product-based and service-only opportunities. Track pipeline health including opportunities without defined products and generate forecasting reports that include all opportunity types.
Transform impossible reporting into streamlined automation
Start buildingThis solution transforms a Salesforce reporting impossibility into a streamlined, automated reporting process. You’ll have comprehensive opportunity analysis across all scenarios with flexible filtering that adapts to changing business requirements.your comprehensive unified reports today.
