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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 lacks native formulas to exclude previously counted unique values across grouped time periods because each group operates as an independent calculation scope, creating double-counting issues.
You’ll learn how to build formulas that track incremental unique accounts on a weekly basis while maintaining historical context to prevent double-counting across all time periods.
Build exclusion formulas using Coefficient
CoefficientSalesforceSalesforceimports yourdata into spreadsheets where you can use advanced formulas that reference historical data across all time periods. Unlikegrouped reports that can’t reference previous groups, this approach maintains full historical context for accurate exclusion logic.
How to make it work
Step 1. Import weekly account engagement data.
Pull account engagement data from Salesforce using Coefficient. Include fields like Account ID, Week (calculated), Activity Date, and Account Name. Ensure your data spans the full analysis period so you can identify previously counted accounts across all weeks.
Step 2. Create previous count exclusion formula.
Use this formula to identify previously counted accounts:. Column B should contain Account ID and column C should contain Week Number. This checks if the account appeared in any previous week.
Step 3. Calculate weekly incremental counts.
Build a summary formula:. This counts only accounts that haven’t appeared in previous weeks, giving you true incremental weekly additions.
Step 4. Handle complex exclusion scenarios.
For accounts with specific exclusion periods, use this advanced formula:. This excludes accounts that appeared in the last 4 weeks, useful for reactivation campaigns.
Step 5. Build comprehensive weekly tracking dashboard.
Create summaries showing true incremental weekly unique additions and running totals of year-to-date unique accounts. Include trend analysis of weekly new account acquisition and automated alerts when weekly targets are exceeded.
Get accurate incremental tracking
Start buildingThis approach provides precise exclusion of previously counted accounts while maintaining weekly granular insights with full historical context.accurate incremental account tracking without double-counting today.
