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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.”
The “field does not exist” error happens because Salesforce dashboard filters require identical fields across all report components. When you combine Forecasting Quota and Opportunity reports, fields like “Quota Start Date” only exist on Forecasting objects while “Close Date” only exists on Opportunity objects.
Here’s how to bypass this limitation and create unified dashboard filtering that works across both data types.
Import both data sources into a unified spreadsheet using Coefficient
Coefficient eliminates cross-object dashboard filtering limitations by importing both Forecasting Quota and Opportunity data into Salesforce spreadsheets. This approach lets you apply advanced filtering with AND/OR logic across both datasets without field existence constraints.
How to make it work
Step 1. Import your Forecasting Quota and Opportunity reports separately.
Open Coefficient in your spreadsheet and connect to Salesforce. Import your Forecasting Quota report into one tab and your Opportunity report into another tab. This preserves all native fields from both objects without modification.
Step 2. Create unified filtering logic across both datasets.
Build formulas that reference data from both tabs simultaneously. For example, use cell references to create dynamic date ranges that filter both “Quota Start Date” and “Close Date” fields using the same parameters.
Step 3. Set up automated refresh scheduling.
Configure hourly, daily, or weekly refreshes to maintain real-time data accuracy. This keeps your unified dashboard current without manual intervention while avoiding the field structure conflicts that cause native Salesforce dashboard errors.
Step 4. Build cross-object calculations and analysis.
Create calculated fields that span both objects, such as quota attainment rates during specific opportunity close periods. Use spreadsheet formulas to correlate Forecasting Categories with Opportunity performance metrics.
Start building unified dashboards today
This approach provides flexible cross-object field references that aren’t possible in native Salesforce dashboards while maintaining data integrity across both Forecasting and Opportunity objects. Get started with Coefficient to eliminate dashboard filtering errors.
