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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.”
Standard Salesforce reports show asset-level detail that creates information overload when you need contract-level renewal insights. You need consolidated views that aggregate multiple assets into single contract lines for strategic planning.
Here’s how to build automated renewal reports that show one line per contract with aggregated asset data, renewal metrics, and actionable insights.
Create contract-level renewal reports using Coefficient
Coefficient overcomes Salesforce reporting limitations by importing asset data and applying aggregation formulas that Salesforce standard reports can’t handle. You get contract-level summaries with full asset visibility when needed.
How to make it work
Step 1. Import comprehensive asset data.
Pull Contract ID, Account details, Renewal Date, Asset Names, Asset Values, and Contract Terms from your Salesforce Assets object. Include any custom fields relevant to renewal planning and risk assessment.
Step 2. Set up aggregation formulas for contract summaries.
Use `=SUMIFS(E:E,A:A,A2)` to calculate total contract value across all assets. Apply `=COUNTIFS(A:A,A2)` to show asset quantity per contract, and `=TEXTJOIN(“, “,TRUE,IF($A:$A=A2,$D:$D,””))` to list all asset names in a single cell.
Step 3. Create automated pivot table consolidation.
Build dynamic pivot tables that automatically group by Contract ID and Renewal Date. Add calculated fields for different metrics like ARR, asset count, and average value per contract line.
Step 4. Add renewal intelligence and status indicators.
Include columns showing renewal health using `=IF(F2>G2,”At Risk”,”On Track”)` based on your renewal criteria. Add `=H2-TODAY()` to calculate days until renewal and priority flags for high-value contracts.
Get strategic renewal visibility today
This consolidated approach enables renewal teams to prioritize efforts and avoid redundant outreach across multiple assets within the same contract. Ready to transform your renewal reporting? Start with Coefficient now.
