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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.”
SalesforceThis specific filtering scenario highlights wherereporting hits its limits. You need accounts that have opportunities but NOT closed won deals AND NOT positive amounts – that’s complex negative logic that standard reports can’t handle well.
Here’s how to build this multi-criteria filter using spreadsheet formulas that can process the “has X but not Y” logic effectively.
Build advanced account filters using Coefficient
Coefficientexcels at this type of account-opportunity relationship analysis because you can import both datasets and use unlimited filtering complexity in your spreadsheet formulas.
How to make it work
Step 1. Import both account and opportunity data.
SalesforceUse Coefficient’sconnector to pull accounts and opportunities with all relevant fields including Stage, Amount, and Account ID. This gives you the complete dataset for analysis.
Step 2. Create your multi-criteria filtering formula.
Build a formula that identifies accounts meeting all your criteria:
Step 3. Set up dynamic amount thresholds.
Use Coefficient’s dynamic filters to point to a cell containing your minimum amount criteria. This lets you easily adjust the threshold without editing your import settings.
Step 4. Add automated alerts.
Set up Slack or email alerts when new accounts meet these criteria. This enables immediate follow-up on accounts that match your target profile.
Find your ideal prospects faster
Try itUnlike Salesforce’s cross filters which can be slow and limited, this approach gives you real-time analysis with unlimited filtering complexity.for more sophisticated account targeting.
