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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 struggles with multiple aggregation types in a single report view. You can’t effectively combine standard averages with conditional percentage calculations without creating separate reports or manual workarounds.
Here’s how to create comprehensive dual metric reporting that shows both average days and threshold percentages in one unified, automatically updating view.
Create unified dual metric reporting using Coefficient
CoefficientSalesforceeliminates the need for separate reports by enabling multiple aggregation types on the samedataset. You can display average calculations alongside conditional percentages with live data connectivity.
How to make it work
Step 1. Import your Salesforce data.
Use object imports or existing reports to capture all necessary fields for both average and percentage calculations. This gives you access to the raw data needed for multiple aggregation types in one import.
Step 2. Create side-by-side metric columns.
Build adjacent columns for each metric type. For average days: =AVERAGE(range) or =AVERAGEIFS(days_range,criteria_range,criteria). For percentage over threshold: =COUNTIF(days_range,”>3″)/COUNT(days_range)*100. Both formulas reference the same source data but calculate different insights.
Step 3. Apply grouped data metrics.
Use filters or pivot table functionality to maintain monthly or other groupings while showing both metrics. For example, =AVERAGEIFS(days_range,month_range,”Jan-2025″) alongside =COUNTIFS(days_range,”>3″,month_range,”Jan-2025″)/COUNTIFS(month_range,”Jan-2025″)*100 for January data.
Step 4. Set up automatic refresh scheduling.
SalesforceConfigure scheduled refreshes so both metrics update together, maintaining data consistency. Choose hourly, daily, or weekly updates based on how frequently yourdata changes and how current you need the metrics to be.
Step 5. Add conditional formatting for thresholds.
Apply visual indicators to highlight when percentages exceed acceptable thresholds or when averages fall outside target ranges. This makes it easy to spot performance issues across both metric types simultaneously.
Get comprehensive performance visibility
Start buildingThis dual metric approach provides the unified reporting view that Salesforce’s native capabilities can’t deliver.your comprehensive performance reports today.
