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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.”
SalesforceExcluding zero-dollar opportunities from net new account analysis is particularly challenging inbecause these records often represent placeholder opportunities, test data, or incomplete records that skew reporting accuracy. Native filtering struggles with this nuanced data cleanup requirement.
Here’s how to build cleaner net new account reports by filtering out zero-dollar opportunities at the source and creating quality control measures.
Clean up your data with Coefficient
CoefficientSalesforceprovides superior data handling for this common net new accountsreporting challenge by letting you filter out problematic data before analysis.
How to make it work
Step 1. Import clean data at the source.
Use Coefficient’s filtering capabilities to exclude Amount = 0 or null values during import. Use “From Objects & Fields” with Amount > 0 filter, or custom SOQL:
Step 2. Set up dynamic amount criteria.
Create dynamic filtering by pointing to a cell containing your minimum amount threshold. This allows easy adjustment without re-importing data when your qualification criteria change.
Step 3. Identify accounts with only zero-dollar opportunities.
Use formulas to flag accounts that only have zero-dollar opportunities for data quality review:
Step 4. Build refined net new calculation.
Create comprehensive logic that considers both amount and stage criteria:
Step 5. Create quality control dashboard.
Build a secondary analysis showing excluded accounts for data quality review, so you can identify patterns in your zero-dollar opportunity creation.
Get more accurate net new account identification
Start cleaningThis approach ensures more accurate net new account identification by eliminating data quality issues that commonly affect Salesforce opportunity amount criteria reporting.up your account reports today.
