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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 lacks the capability to create year-over-year comparison reports that specifically highlight opportunity losses because it can’t perform comparative calculations between different time periods.
Here’s how to create a comprehensive monthly YoY comparison report focused on opportunity losses with automated loss identification, visual indicators, and alert capabilities.
Build automated loss detection reports using Coefficient
Coefficient solves this by enabling automated YoY loss identification with visual indicators and alert capabilities from Salesforce .
How to make it work
Step 1. Set up loss-focused data import.
Import closed won opportunities from Salesforce using Coefficient’s object-based import. Create separate data sets for each year with filters: Stage = “Closed Won” and appropriate Close Date ranges to enable accurate year-over-year difference calculations.
Step 2. Build loss detection framework.
Create a comparison structure with columns for Month, Previous Year Amount, Current Year Amount, Variance (Absolute), Variance (%), and Loss Status. This enables comprehensive opportunity variance analysis.
Step 3. Implement loss identification logic.
Use formulas to identify losses: =IF(Current_Year
Step 4. Create visual loss indicators and set up monitoring.
Apply conditional formatting to highlight loss months in red and use data bars to show loss magnitude. Add summary metrics showing total months with losses and average loss percentage. Configure Coefficient’s automated refresh and alert system to notify stakeholders immediately when new monthly data shows losses exceeding specific thresholds (e.g., >15% decline).
Identify opportunity losses instantly
This provides superior negative growth reporting compared to static exports, offering real-time opportunity loss detection that automatically identifies and quantifies monthly YoY performance declines. Build your automated loss detection system.
