Using joined reports in Salesforce to find accounts without closed won opportunities after 2018

Salesforcejoined reports have significant limitations for this analysis. They can’t effectively handle negative filtering across report blocks, struggle with complex date logic spanning multiple years, and often produce performance issues when combining large datasets.

Here’s a more effective alternative to joined reports for this historical opportunity data analysis that gives you better performance and more flexibility.

Replace joined reports with Coefficient

Coefficientoffers a more effective alternative to joined reports for historical opportunity data analysis with better performance and simplified structure.

How to make it work

Step 1. Import historical data with precise filtering.

Instead of complex joined report setup, import account and opportunity data with precise date filtering using custom SOQL:

Step 2. Create simplified analysis structure.

Replace complex joined report blocks with straightforward spreadsheet analysis:

Step 3. Optimize performance.

Joined reports often timeout with large datasets. Coefficient handles data processing more efficiently with local analysis after import, giving you consistent performance.

Step 4. Set up dynamic date filtering.

Use Coefficient’s dynamic filters to easily adjust the “after 2018” criteria without rebuilding complex joined report relationships.

Step 5. Create enhanced visualizations.

Build custom dashboards and charts that joined reports can’t provide, showing trends in net new account identification over time.

Step 6. Enable automated updates.

Schedule regular refreshes to maintain current analysis. Joined reports require manual execution, but this approach runs automatically.

Get better historical analysis without the complexity

SalesforceStart buildingFor finding accounts without closed won opportunities after specific dates, this approach consistently outperformsjoined report limitations.more reliable historical reports today.