)
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.”
Salesforce matrix reports limit you to two dimensions with fixed summary functions and rigid formatting. You can’t add custom calculations between matrix cells or create dynamic time periods that align with your fiscal calendar, making comprehensive sales performance matrices challenging to build.
Here’s how to create unlimited matrix dimensions with advanced calculations and professional formatting that rivals enterprise BI tools.
Build enterprise-level sales matrices with unlimited flexibility
Coefficient provides unlimited matrix flexibility using familiar spreadsheet tools from Salesforce data. You can create multiple matrix dimensions with rows for Sales Rep, Team, and Region, columns for Month, Quarter, and Product Line, plus calculated fields for performance metrics, variance analysis, and trend indicators that aren’t possible in Salesforce’s native matrix reports.
How to make it work
Step 1. Import comprehensive opportunity data.
Use “From Objects & Fields” to select opportunity data with related account information. Include Opportunity fields like Amount, Close Date, Stage, Owner, and related Account fields like Account Name, Industry, Type, and Annual Revenue for deeper analysis.
Step 2. Create multi-level matrix structure.
Build pivot tables with unlimited dimensions – Sales Rep and Team as rows, Month and Quarter as columns. Unlike Salesforce’s two-dimension limit, you can add Region, Product Line, or Industry as additional grouping levels for comprehensive analysis.
Step 3. Add advanced performance calculations.
Implement calculated fields for quota attainment percentages, conversion rates, variance analysis comparing actual vs. target, and trend indicators showing growth rates or seasonal adjustments. Use Formula Auto Fill Down to ensure calculations extend to new data automatically.
Step 4. Enhance with conditional formatting and drill-down.
Add conditional formatting for performance thresholds, create dynamic date groupings that automatically adjust for fiscal calendars, and set up drill-down capabilities linking to detailed opportunity lists. Integrate external quota and target data for complete performance analysis.
Transform your sales reporting beyond Salesforce limitations
This creates professional sales matrices that provide enterprise-level insights while maintaining spreadsheet simplicity and automatic Salesforce data synchronization. Your team gets the analytical power of expensive BI tools with familiar spreadsheet controls. Build your matrix reports today.
