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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.”
Creating custom object field history reports for quarterly status changes in Salesforce hits major roadblocks with native reporting. The platform only shows field-level changes without robust time period filtering and lacks formula fields for quarterly calculations.
Here’s how to build comprehensive quarterly status change reports that actually show the patterns and trends you need for decision-making.
Build comprehensive quarterly status reports using Coefficient
Coefficient transforms limited Salesforce field history data into powerful quarterly analysis reports. You can import complete historical data, apply dynamic date filters, and create pivot tables that group status transitions by quarter – something native Salesforce reports simply can’t do.
How to make it work
Step 1. Import your custom object history data.
Connect Coefficient to your Salesforce org and select “From Objects & Fields” import method. Choose your custom object and include the status field plus all history tracking fields (OldValue, NewValue, CreatedDate). This bypasses Salesforce’s report type limitations and gives you access to complete historical data.
Step 2. Add quarterly date filters.
Create dynamic date filters that point to spreadsheet cells for flexible quarterly definitions. For example, set A1 = “2024-01-01” and B1 = “2024-03-31” for Q1 2024, then point your Coefficient filters to these cells. You can change quarters instantly without editing import settings.
Step 3. Build quarterly grouping formulas.
Add calculated columns using formulas like =ROUNDUP(MONTH(CreatedDate)/3,0)&” Q”&YEAR(CreatedDate) to automatically group status changes by quarter. Use Formula Auto Fill Down to apply these calculations to new rows during refreshes.
Step 4. Create pivot tables for status transitions.
Build pivot tables showing status change counts grouped by quarter, track transition patterns (Draft → Active → Closed), and calculate average time in each status per quarter. This provides the quarterly analysis framework that Salesforce’s tabular reports cannot deliver.
Step 5. Set up automated quarterly snapshots.
Configure Snapshots to capture end-of-quarter status values automatically on March 31, June 30, September 30, and December 31. This creates permanent historical records for year-over-year comparison and preserves data beyond Salesforce’s retention limits.
Start tracking quarterly status changes effectively
This approach overcomes Salesforce’s native limitations and provides the quarterly status change visibility you need for strategic planning. Get started with Coefficient to build the comprehensive quarterly reports your team actually needs.
