)
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.”
Standard Salesforce bucket fields for aging analysis are static and don’t automatically recalculate as time progresses. They require manual updates to remain accurate and lack flexibility for complex aging bucket logic.
Here’s how to create dynamic 30/60/90 day aging buckets that automatically update and recategorize records as they age, giving you real-time aging insights.
CoefficientBuild automatic aging buckets with
SalesforceSalesforceThe solution involves importing yourrecords intospreadsheets where you can create formulas that automatically calculate aging buckets. Unlike static Salesforce bucket fields, these formulas recalculate every time your data refreshes.
How to make it work
Step 1. Import your Salesforce data with LastModifiedDate.
Use Coefficient’s object or report import to pull records with the LastModifiedDate field. This gives you access to the raw date data needed for dynamic aging calculations.
Step 2. Create your aging bucket formula.
Add this formula in the column next to your imported data:
Step 3. Set up alternative business-focused buckets (optional).
For Google Sheets, you can use this SWITCH formula for more descriptive buckets:
Step 4. Enable Formula Auto Fill Down.
Turn on Coefficient’s Formula Auto Fill Down feature so new records automatically get the aging formula applied during data refreshes. This ensures consistent aging analysis across your entire dataset.
Step 5. Schedule automated refreshes.
Set up daily refreshes so your aging buckets reflect current reality. Records automatically move from “Fresh” to “Aging” to “Stale” as time passes, giving you dynamic aging insights.
Step 6. Apply conditional formatting for visual identification.
Use color coding based on bucket values – green for fresh records, yellow for aging, red for stale. This creates instant visual identification of record aging status.
Start tracking aging automatically
Try CoefficientDynamic aging buckets give you truly automatic aging analysis that recategorizes records as they age, unlike static Salesforce bucket fields.to build aging analysis that actually works the way your business needs it to.
