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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.”
You can display current month plus next 2 months as dynamic column headers using automated formulas that automatically adjust to show rolling 3-month periods without manual header updates.
This solution creates a consistent forward-looking view that automatically maintains current month plus future periods, eliminating the monthly maintenance cycle for header updates.
Build automated 3-month headers using Coefficient
CoefficientSalesforceSalesforceprovides automated date columns through dynamic formulas and scheduled data refreshes that addressreporting limitations. Standarddashboard components can’t auto-update column headers based on current date, but this solution creates self-updating forecast structures.
How to make it work
Step 1. Create dynamic 3-month header formulas.
Build formulas for each month position:for Month 1,for Month 2, andfor Month 3. These formulas automatically calculate the current month plus next 2 months.
Step 2. Configure automated data alignment.
Set up Coefficient imports with dynamic filters matching your header date ranges. Use rolling date range filters that automatically adjust to your calculated periods and configure scheduled refreshes to keep data synchronized with dynamic headers.
Step 3. Enable self-updating forecast structure.
Configure headers to automatically shift forward each month without manual updates. Data imports adjust to match the new rolling 3-month window, creating consistent forward-looking views without hardcoding dates and maintaining future horizons automatically.
Start your automated forecasting system
BuildDynamic 3-month headers eliminate manual month label updates and create sliding windows that refresh monthly without intervention.your self-updating rolling forecast system that automatically maintains current plus future month views.
