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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.”
SalesforceFinding accounts that haven’t closed any deals since a specific date is trickier than it sounds.native reporting struggles with this “accounts WITHOUT something” scenario because it requires complex cross-object analysis between accounts and opportunities.
SalesforceHere’s how to build this report using spreadsheet formulas that can handle the negative filtering logic thatcan’t manage effectively.
Build the report using Coefficient
Coefficientlets you import both account and opportunity data into your spreadsheet, then use formulas to identify accounts with opportunities but no closed won deals since your target date. This approach bypasses Salesforce’s cross-filter limitations entirely.
How to make it work
Step 1. Import your account data.
Use Coefficient’s “From Objects & Fields” to pull all accounts with key fields like Account ID, Name, Created Date, and Industry. This gives you the base list to analyze against.
Step 2. Import opportunity data with date filtering.
Create a second import for opportunities, including Account ID, Stage, Close Date, Amount, and Created Date. Use dynamic filtering to only include opportunities created since your target date (like 2018 or whenever you want to start tracking).
Step 3. Create your analysis formula.
Use a COUNTIFS formula to identify accounts that have opportunities but no “Closed Won” stage since your specified date:
Step 4. Set up automated refresh.
Schedule hourly or daily refreshes to keep your report current without manual work. This ensures you’re always working with the latest opportunity data.
Get better account insights with real-time data
Start buildingThis approach gives you the flexible date handling and cross-object analysis that Salesforce’s standard reports can’t provide.more sophisticated account reports today.
