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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’s monthly reporting fails to accommodate mixed aggregation types effectively. The platform can’t display conditional percentages alongside standard averages in a unified monthly view due to restrictive summary formula capabilities.
You’ll discover how to create comprehensive monthly reports that combine conditional percentages with standard averages while maintaining automated updates and trend analysis capabilities.
Create unified monthly mixed metric reporting using Coefficient
CoefficientSalesforceexcels at monthly grouping calculations with mixed metrics. You can display conditional percentages alongside standard averages using livedata with comprehensive analytical capabilities.
How to make it work
Step 1. Import monthly data from Salesforce.
Use date-based filtering or existing monthly reports to capture the data needed for both percentage and average calculations. This provides the foundation for mixed aggregation analysis within monthly groupings.
Step 2. Create consistent monthly grouping structure.
Use =TEXT(date_field,”YYYY-MM”) for consistent month identifiers across all calculations. This becomes your grouping reference for both conditional percentages and standard averages.
Step 3. Calculate standard monthly averages.
Build average formulas by month: =AVERAGEIFS(value_range,month_range,current_month). This provides standard averaging calculations within each monthly grouping for comparison with conditional percentages.
Step 4. Calculate conditional percentages by month.
Create conditional percentage formulas: =COUNTIFS(condition_range,criteria,month_range,current_month)/COUNTIFS(month_range,current_month)*100. This shows what percentage of records in each month meet specific conditions.
Step 5. Display both metrics in adjacent columns for easy comparison.
Organize your layout with monthly averages and conditional percentages side by side. This provides immediate visibility into how standard performance metrics relate to conditional performance indicators within each month.
Step 6. Enable automatic month addition and trend analysis.
Set up Formula Auto Fill Down so new months automatically get both calculation types as data arrives through scheduled refreshes. Add year-over-year comparisons using date offset calculations to track how both metrics trend over time.
Step 7. Configure conditional formatting for metric divergence.
Apply formatting rules to highlight months where metrics diverge from targets or where percentages and averages show conflicting trends. This makes it easy to spot months requiring attention.
Achieve comprehensive monthly performance visibility
SalesforceStart buildingThis dual-metric monthly approach provides actionable insights that would require multiple separatereports while maintaining live connectivity and automated updates.your unified monthly mixed metric reports today.
