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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 missing From Stage and To Stage fields in Einstein Analytics represent a fundamental gap between standard Salesforce reporting and CRMA’s object-based data model. Traditional workarounds involve complex dataflow transformations, custom SAQL queries, and manual field recreation that require technical expertise and ongoing maintenance.
Here’s the primary workaround that provides immediate access to missing fields while offering enhanced analytical capabilities.
Access missing fields through direct Salesforce report imports using Coefficient
Coefficient serves as the primary workaround by importing from existing Opportunity History reports that contain the missing computed fields. This bypasses Einstein Analytics’ object limitations entirely while providing complete field coverage including virtual ones, custom report formulas, summaries, and cross-object lookup values that Salesforce Einstein Analytics cannot access through Salesforce spreadsheet integration.
How to make it work
Step 1. Connect to existing Opportunity History reports.
Select any Salesforce report containing the missing From Stage and To Stage fields. Coefficient automatically imports all report fields including virtual ones like calculated durations, percentages, custom report formulas, and cross-object lookup values that Einstein Analytics cannot access.
Step 2. Build comprehensive stage analysis.
Create stage funnel analysis with conversion metrics using pivot tables. Build dynamic dashboards with real-time stage progression tracking through automated refreshes. Generate sales velocity reports with automatic calculations using Formula Auto Fill Down for consistent metric updates.
Step 3. Set up operational alerts and monitoring.
Configure Slack notifications for stage transition anomalies and stalled opportunities. Use conditional formatting to highlight unusual stage patterns. Set up automated data refresh schedules from hourly to monthly based on your monitoring needs.
Step 4. Export enhanced metrics back to Salesforce.
Push calculated stage metrics back to Salesforce custom fields using scheduled exports. This makes your enhanced analytics available in native Salesforce workflows and reports, extending the operational value beyond your analysis spreadsheet.
Eliminate Einstein Analytics limitations today
Stop wrestling with complex SAQL recreations and get immediate access to missing Opportunity History fields with superior analytical capabilities. Start with Coefficient to access the data Einstein Analytics can’t provide.
