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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’sThis happens becausecross-object reporting uses inner joins instead of left joins when applying filters. When you filter by activity subject, the platform only shows opportunities that have activities matching your criteria, completely excluding opportunities without matching activities.
Here’s how to filter activities while preserving all opportunity records for complete pipeline visibility.
Preserve opportunity data with proper left join filtering using Coefficient
CoefficientSalesforcesolves this fundamentalreporting limitation by letting you control how data gets joined. You can filter activities without losing opportunity records, giving you the complete dataset you actually need.
How to make it work
Step 1. Import your complete opportunity dataset first.
Pull all opportunities regardless of activity status using Coefficient’s Salesforce connector. Include all opportunity fields you need like Name, Amount, Stage, CloseDate, and Owner. This dataset stays complete no matter what activity filters you apply.
Step 2. Import filtered activities separately.
Create a second import for activities with your subject filter already applied. Use Coefficient’s filtering options to get only activities with subjects that match your criteria. Include the WhatId field to link back to opportunities.
Step 3. Join with preservation using LEFT JOIN-style functions.
Use VLOOKUP with IFERROR or XLOOKUP to show all opportunities, displaying activity data where it exists and blanks where it doesn’t. For example:This preserves every opportunity record.
Step 4. Set up dynamic filters for easy adjustments.
Use Coefficient’s dynamic filtering that points to spreadsheet cells. Change activity subject filters without losing opportunity records or rebuilding your entire report. Just update the filter criteria and refresh.
Analyze activity patterns across your complete pipeline
Build reportsThis eliminates the data loss issue entirely while giving you comprehensive cross-object reporting that Salesforce’s native capabilities can’t deliver. You maintain complete opportunity pipeline visibility while analyzing specific activity patterns.that show your full pipeline story, not just the filtered fragments.
