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When contracts have multiple assets with different renewal dates, you need to focus on the earliest date for planning purposes. Showing all dates creates information overload, while you need clear visibility into the most urgent renewal timing per contract.
This guide shows you how to create displays that highlight only the earliest renewal date per contract group while maintaining access to complete renewal information when needed.
Show earliest renewal dates for contract groups using Coefficient
Coefficient provides sophisticated date calculation that Salesforce formula fields can’t handle for dynamic cross-record grouping. While Salesforce roll-up summary fields work for direct relationships, they don’t handle complex contract hierarchies or conditional earliest-date-only displays.
How to make it work
Step 1. Set up contract grouping for date calculations.
Import assets with Contract ID, Account information, and all relevant renewal dates. Create contract grouping that allows for dynamic earliest date calculation across related assets within each contract.
Step 2. Calculate earliest dates using advanced formulas.
Use `=MINIFS(C:C,A:A,A2)` to identify the earliest renewal date per contract group. Create display logic with `=IF(C2=MINIFS($C:$C,$A:$A,A2),C2,””)` to show only earliest dates while hiding others in the same contract group.
Step 3. Create visual hierarchy with conditional formatting.
Apply conditional formatting to highlight earliest dates prominently while maintaining expandable detail for all related asset dates. Use `=MAX(C:C)-MIN(C:C)` to calculate and display the spread between earliest and latest renewal dates per contract.
Step 4. Build dynamic displays with drill-down capability.
Create summary views showing only earliest dates with contract value and asset count, plus detail views that reveal all asset renewal dates within each contract group. Use filtering to switch between focused earliest-date views and comprehensive renewal timelines.
Focus on what matters most
This focused display reduces information overload while ensuring critical renewal timing is never missed. Ready to streamline your contract renewal visibility? Try Coefficient today.
