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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.”
While SQL provides the most direct solution for filtering accounts by closed opportunity counts, many users need non-SQL alternatives due to limited database access or technical constraints.
Here’s a powerful alternative that provides the same filtering capabilities without requiring any database knowledge or custom query development.
Filter accounts by closed opportunity count without SQL using Coefficient
CoefficientSalesforceoffers a comprehensive alternative to SQL that provides the same filtering capabilities through spreadsheet-based aggregation. You can filteraccounts by closed opportunity counts, combine time-based criteria, and set dynamic thresholds without writing any queries.
How to make it work
Step 1. Import closed opportunities with account data.
Use Coefficient’s “From Objects & Fields” to import Opportunities filtered by closed stages (Closed Won, Closed Lost). Include Account Name, Account ID, Close Date, and Stage fields through lookups to get all the data you need for counting.
Step 2. Calculate closed opportunity counts per account.
Use spreadsheet COUNTIFS function to count closed deals per account with specific criteria: =COUNTIFS(Account_Column, Account_Name, Stage_Column, “Closed Won”, Close_Date_Column, “>=”&TODAY()-365). This counts closed won opportunities in the last 12 months per account.
Step 3. Apply dynamic threshold filtering.
Set up Coefficient’s dynamic filters to display accounts above your minimum closed opportunity count. Put your threshold (like 3+ closed deals) in a cell and point the filter to that cell reference for easy adjustments.
Step 4. Schedule automated refresh for current data.
SalesforceConfigure automatic refresh schedules to maintain current closed opportunity data. Your filtered account list updates automatically as new deals close inwithout manual intervention.
Get sophisticated filtering without technical barriers
Start filteringThis alternative to SQL delivers the same minimum record count filtering as complex queries but through an intuitive spreadsheet interface that’s accessible to non-technical users.your accounts by closed opportunity counts without needing database expertise.
