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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.”
Salesforce’s bucket field functionality is limited to single bucket configurations per report and lacks the ability to create multiple, simultaneous date range analyses. Native reporting can’t easily support different bucket ranges for various business purposes within the same dataset.
Here’s how to create unlimited multiple date bucket range configurations that serve different stakeholders and business needs simultaneously, all automatically updating as time progresses.
CoefficientBuild unlimited bucket configurations with
SalesforceSalesforceThe solution involves creating separate columns for different bucket range types, each tailored to specific business needs or stakeholder requirements. Import yourdata intospreadsheets where you can build multiple bucket schemes simultaneously.
How to make it work
Step 1. Create executive summary buckets for high-level reporting.
Build broad buckets for executive dashboards:
Step 2. Build operational detail buckets for daily management.
Create granular buckets for operational teams:
Step 3. Design sales process buckets for pipeline management.
Build action-oriented buckets for sales teams:
Step 4. Import your Salesforce data with comprehensive field access.
Use Coefficient to pull records with LastModifiedDate and any other relevant date fields. Access to comprehensive date data enables multiple bucket range configurations.
Step 5. Organize columns for different bucket range types.
Create separate columns for each bucket range type: executive summary, operational detail, sales process, customer success, and any other business-specific needs.
Step 6. Apply conditional logic for record-specific bucket ranges.
Use IF statements to apply different bucket logic based on record characteristics like account type, lead source, or opportunity stage. This creates context-aware bucket ranges.
Step 7. Set up automated updates for all bucket ranges.
Schedule refreshes so all bucket ranges automatically recalculate during data updates. Every bucket configuration stays current without manual intervention.
Step 8. Create filtered views for different stakeholder needs.
Use Coefficient’s filtering capabilities to create views focused on specific bucket ranges, giving each team or stakeholder the perspective they need.
Start building multi-dimensional analysis today
Try CoefficientMultiple date bucket ranges give you comprehensive last updated analysis that serves multiple business needs simultaneously, impossible with native Salesforce single-bucket limitations.to build the multi-dimensional aging analysis your organization needs.
