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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.”
Manually creating Salesforce reports, setting amount filters, exporting to CSV, and importing to spreadsheets wastes valuable selling time. You need direct access to opportunity data sorted by value without the multi-step export process.
Here’s the simplest method to pull and sort Salesforce opportunities by amount directly in your spreadsheet using a single formula that maintains live connectivity.
Pull sorted opportunities instantly with SALESFORCE_SEARCH using Coefficient
Coefficient ‘s SALESFORCE_SEARCH formula eliminates the entire report creation and export workflow. Instead of navigating Salesforce report builder, setting filters, and downloading Salesforce CSVs, you get direct formula access to live opportunity data with built-in sorting and filtering.
How to make it work
Step 1. Enter the basic opportunity formula.
Click any cell and enter:. This pulls opportunities over $50,000 sorted by highest amount first, with results appearing instantly.
Step 2. Make amount thresholds dynamic.
Reference a cell for flexible filtering:. Put your minimum deal size in cell B1, and the formula updates automatically when you change the threshold.
Step 3. Add multiple sorting and filtering criteria.
Combine amount filters with other conditions:. This shows high-value deals in late stages for the current quarter.
Step 4. Create rep-specific views with dropdowns.
Add owner filtering with:. Put a dropdown of sales rep names in cell C1 to filter opportunities by specific team members.
Skip the export process and get live opportunity data
This single formula approach replaces the entire Salesforce report creation and CSV export workflow with live, sortable data that updates automatically. Try it and eliminate manual opportunity exports forever.
