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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 bucket field functionality offers limited customization for date range groupings and requires manual configuration for each report. Native aging analysis is constrained by static bucket definitions that don’t adapt to changing business requirements.
You’ll learn how to create fully customizable date range buckets with unlimited flexibility that automatically update as time progresses and adapt to your specific business needs.
CoefficientBuild unlimited custom date ranges with
SalesforceSalesforceThe solution uses spreadsheet formula power to create completely customizable date range buckets tailored to your business processes. Import yourdata intospreadsheets where you can build any date range configuration you need.
How to make it work
Step 1. Define your custom business-specific ranges.
Create date buckets that match your actual business processes:
Step 2. Build industry-specific aging buckets.
Tailor your ranges to your industry’s sales cycle:
Step 3. Import your Salesforce data with flexible field selection.
Use Coefficient’s comprehensive field selection to access any Salesforce date field. You can create custom ranges for creation dates, last activity dates, or any other date field relevant to your analysis.
Step 4. Create multiple configurations for different record types.
Build different aging schemes for different business units or record types. For example, use shorter ranges for hot leads and longer ranges for long-term opportunities.
Step 5. Set up dynamic updates with scheduled refreshes.
Schedule refreshes so your custom ranges automatically recalculate as time progresses. Records move through your custom buckets based on your specific business timeline requirements.
Step 6. Apply conditional bucket logic for advanced scenarios.
Create different aging rules based on record type, status, or other criteria. This gives you context-aware aging analysis that adapts to different business scenarios.
Start building custom aging analysis today
Try CoefficientCustom date range buckets give you unlimited flexibility beyond Salesforce’s standard 30/60/90 day limitations, with automatic updates that keep your analysis current.to build aging analysis that actually matches how your business works.
