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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.”
Building a custom report type is the traditional approach, but it has major limitations for historical opportunity analysis. You’ll hit complex setup requirements, limited negative filtering options, and performance issues with large datasets spanning multiple years.
Here’s a more efficient alternative that bypasses custom report type limitations and gives you better historical data analysis capabilities.
Skip custom report types with Coefficient
Coefficientoffers a better solution that requires no admin permissions or complex relationship configuration. You can directly import account and opportunity data and analyze it with unlimited flexibility.
How to make it work
Step 1. Import historical opportunity data directly.
Use Coefficient’s custom SOQL capability to pull all relevant historical data since 2018:
Step 2. Create dynamic date analysis formulas.
SalesforceBuild formulas that are more flexible thandate field limitations:
Step 3. Set up automated updates.
Schedule daily refreshes to maintain current data without rebuilding reports. This gives you something custom report types can’t provide automatically.
Step 4. Add historical trending analysis.
Use Coefficient’s Snapshots feature to create monthly historical snapshots, tracking which accounts consistently show up as exceptions over time.
Get better historical analysis without the complexity
Start analyzingSalesforceThis approach eliminates the need for complex custom report type creation while providing superior analytical capabilities for historical opportunity data.yourdata more effectively today.
