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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.”
SalesforceFinding net new prospects requires sophisticated filtering combining opportunity stage and amount criteria. This complex analysis pushesnative filtering capabilities to their limits because standard reports struggle with the multi-criteria negative logic required for effective prospect identification.
Here’s how to build superior filtering capabilities for net new prospect identification using advanced spreadsheet formulas and dynamic criteria.
Build advanced prospect filtering using Coefficient
Coefficientprovides superior filtering capabilities for net new prospect identification by combining stage progression analysis with dynamic amount thresholds and automated prospect scoring.
How to make it work
Step 1. Import comprehensive prospect data.
Use Coefficient’s “From Objects & Fields” to import accounts and opportunities with comprehensive stage and amount data. Apply initial filters for data efficiency during the import process.
Step 2. Create sophisticated stage analysis formulas.
Build formulas that identify prospects based on stage progression:
Step 3. Set up dynamic amount thresholds.
Use Coefficient’s dynamic filtering to point to cells containing minimum amount criteria. This enables easy adjustment for different prospect qualification levels without rebuilding your analysis.
Step 4. Track stage progression for high-value prospects.
Create formulas that identify prospects in specific sales stages:
Step 5. Build prospect scoring system.
Combine stage and amount criteria to create prospect scores:
Step 6. Set up automated prospect alerts.
Configure Slack or email notifications when accounts meet specific prospect criteria, enabling immediate sales follow-up on qualified opportunities.
Find better prospects with smarter filtering
SalesforceStart buildingThis filtering approach provides more accurate net new prospect identification thanstandard account filtering capabilities.better prospect identification today.
