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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.”
Building reports that show records with minimum child record counts requires aggregate filtering capabilities that most standard reporting tools lack because they process filters before aggregations.
You’ll learn how to create comprehensive minimum record count reporting through advanced data import and spreadsheet-based aggregation that overcomes these fundamental limitations.
Build minimum child record count reports using Coefficient
CoefficientSalesforceprovides comprehensive solutions for minimum record count reporting through parent-child data import and spreadsheet-based aggregation that standardreporting cannot achieve due to architectural filtering limitations.
How to make it work
Step 1. Import parent and child records with relationship mapping.
Use Coefficient’s “From Objects & Fields” to import parent records (Accounts, Contacts, Campaigns) along with child record data through lookup relationships (Opportunities, Activities, Members). Include all relevant fields for both counting logic and filtering criteria.
Step 2. Create minimum count calculations with multiple criteria.
Apply counting formulas that combine different criteria: =COUNTIFS(Parent_ID_Column, Current_Parent_ID, Status_Column, “Open”) for active child records, or =COUNTIFS(Parent_ID_Column, Current_Parent_ID, Date_Column, “>=”&TODAY()-30) for recent activity counts.
Step 3. Set up dynamic minimum threshold filtering.
Create Coefficient dynamic filters pointing to threshold cells where child count >= minimum value. Filter accounts with minimum 3 opportunities in pipeline, contacts with 5+ activities in last quarter, or campaigns by minimum contact count thresholds.
Step 4. Configure automated updates and advanced features.
Schedule refresh to maintain current minimum record count accuracy and add conditional formatting to highlight records meeting or exceeding minimums. Set up multi-criteria counting that combines date ranges, status conditions, and value thresholds across multiple related object types.
Scale beyond standard reporting limitations
Start buildingSalesforceThis approach provides sophisticated minimum child record count reporting that standard CRM reports cannot achieve due to their architectural filtering limitations, with automated updates and cross-object aggregation capabilities.minimum count reports that work across anyobject relationship.
