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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.”
SalesforceWhen you filter an Opportunities with Activities report by activity subject in, opportunity data disappears because the platform only shows opportunities that have matching activities. Opportunities without matching activities get excluded entirely, creating incomplete reporting that misses critical pipeline data.
Here’s how to filter activities by subject while preserving all your opportunity records for complete visibility.
Preserve opportunity data while filtering activities using Coefficient
CoefficientSalesforcesolves thisreporting limitation by letting you import and filter data separately, then join it without losing records. This gives you the activity filtering you need while maintaining complete opportunity visibility.
How to make it work
Step 1. Import all opportunities first.
Use Coefficient’s Salesforce connector to pull your complete opportunity dataset. Include all the fields you need like Name, Amount, CloseDate, Stage, and Owner. This import stays untouched by activity filters.
Step 2. Import activities with your subject filter applied.
Create a separate import for activities, applying your activity subject filter directly in Coefficient. This gives you only the activities you want to analyze without affecting the opportunity data.
Step 3. Join the data using LEFT JOIN-style functions.
Use VLOOKUP with IFERROR or XLOOKUP to connect activities to opportunities. This shows all opportunities with activity data where it exists and blanks where it doesn’t. For example:
Step 4. Set up dynamic filtering for easy changes.
Use Coefficient’s dynamic filters that point to spreadsheet cells. Change your activity subject criteria without rebuilding imports or losing opportunity records. Just update the filter cell and refresh.
Get complete pipeline visibility with flexible filtering
Start buildingThis approach ensures you never lose opportunity data when analyzing activity patterns. You can filter activities by any criteria while maintaining comprehensive opportunity visibility that Salesforce’s native reports can’t deliver.reports that show your complete pipeline story.
