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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 dashboard aggregation capabilities are severely limited when working with custom user lookup fields like “AE Opportunity Owner.” Standard roll-up summary fields cannot aggregate based on custom user lookup fields.
You’ll learn how to build sophisticated team performance analysis based on custom owner fields that provides insights native Salesforce dashboards cannot deliver.
Build team aggregation analysis using Coefficient
CoefficientSalesforceprovides robust aggregation capabilities for custom owner field analysis that exceed nativedashboard limitations. You can calculate team performance metrics that roll-up summary fields cannot accommodate.
How to make it work
Step 1. Import opportunity data with team structure information.
Use Coefficient to import opportunity data with AE Opportunity Owner field alongside user/team structure data. This comprehensive import enables team-based aggregation that native dashboards cannot perform across custom user lookup fields.
Step 2. Build custom aggregation formulas for team metrics.
Create SUMIF, COUNTIF, and AVERAGEIF formulas that aggregate opportunity metrics (pipeline value, deal count, average deal size) based on AE Opportunity Owner field values. Use formulas like =SUMIF(AE_Owner_Column, “User Name”, Pipeline_Value_Column) to calculate team contributions.
Step 3. Create dynamic team grouping with pivot analysis.
Build pivot tables or summary sections that automatically group opportunities by AE Opportunity Owner, showing team performance metrics that update with each data refresh. This provides insights that require multiple native dashboard components to achieve.
Step 4. Implement multi-dimensional team analysis.
Aggregate opportunities across multiple dimensions simultaneously – by AE Opportunity Owner, stage, close date, product line. Create formulas like =SUMIFS(Pipeline_Value, AE_Owner, “User”, Stage, “Qualified”, Close_Date, “>=”&TODAY()) for complex team performance analysis.
Step 5. Set up automated performance tracking with historical trends.
Configure scheduled refreshes that automatically update team aggregation metrics as opportunities progress. Use Coefficient’s snapshot functionality to track team performance changes over time based on AE Opportunity Owner assignments, creating historical analysis impossible with native limitations.
Unlock sophisticated team performance insights
Start buildingTeam performance analysis based on custom owner fields provides clear visibility into team contributions and performance patterns that native Salesforce dashboard aggregation cannot deliver.your comprehensive team analytics solution.
