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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 can’t combine time-based conditional percentages with standard averaging in a single cohesive view. The platform’s reporting engine struggles to calculate what percentage of quotes exceed specific day thresholds while simultaneously displaying monthly averages.
Here’s how to create comprehensive monthly quote aging analysis that shows both conditional percentages and averages with automated updates.
Build comprehensive monthly quote aging analysis using Coefficient
CoefficientSalesforceexcels at monthly grouping calculations that combine multiple metric types. You can calculate conditional percentages alongside standard averages using livedata with automatic refresh capabilities.
How to make it work
Step 1. Import quote data with aging fields.
SalesforcePull in quote data fromincluding created date, status change timestamps, and current age in days. This gives you all the data points needed for both percentage and average calculations.
Step 2. Create monthly grouping structure.
Use date formulas to establish monthly buckets: =TEXT(created_date,”YYYY-MM”) creates consistent month identifiers. This becomes your grouping reference for both percentage and average calculations.
Step 3. Calculate monthly averages.
Build average formulas by month: =AVERAGEIFS(days_range,month_range,current_month,year_range,current_year). This calculates the average age of quotes within each monthly grouping.
Step 4. Calculate percentage exceeding 3 days by month.
Create conditional percentage formulas: =COUNTIFS(days_range,”>3″,month_range,current_month,year_range,current_year)/COUNTIFS(month_range,current_month,year_range,current_year)*100. This shows what percentage of quotes in each month exceed your 3-day threshold.
Step 5. Enable Formula Auto Fill Down for new months.
Set up automatic formula extension so calculations apply to new months as data grows. Your aging analysis automatically expands to include new time periods without manual formula updates.
Step 6. Configure scheduled refreshes and alerts.
Set up automated data refreshes to keep metrics current as quotes age. Add email or Slack alerts when monthly percentages exceed acceptable thresholds so you can take action quickly.
Transform your quote aging visibility
Get startedThis dual metric approach provides the comprehensive quote aging analysis that Salesforce’s native reporting can’t deliver.with advanced monthly quote tracking today.
