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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.”
Salesforcecustom report types let you join opportunity and opportunity product data, but they hit walls fast with ACV analysis. Restricted formula capabilities, limited grouping options, and inability to perform complex calculations across related records make comprehensive ACV reporting nearly impossible.
Here’s how to build superior ACV reporting that handles mixed revenue streams with unlimited calculation flexibility and advanced visualization options.
Build comprehensive ACV reports using Coefficient
CoefficientSalesforceprovides superior ACV reporting by importing data from multipleobjects simultaneously. You can create cross-object analysis, build pivot tables with advanced filtering, and implement complex formulas that calculate ACV percentages, growth rates, and forecasting metrics.
How to make it work
Step 1. Import from multiple Salesforce objects simultaneously.
Connect to Salesforce and import from Opportunity, OpportunityLineItem, and Product2 objects in a single workflow. This gives you comprehensive data that combines opportunity details with product-level revenue categorization.
Step 2. Create cross-object ACV analysis with pivot tables.
Build pivot tables that group ACV by sales rep, product line, or time period. Use advanced filtering to analyze specific revenue streams and create dynamic views that show ACV breakdowns across multiple dimensions simultaneously.
Step 3. Implement complex ACV calculations and forecasting.
Create formulas that calculate ACV percentages, growth rates, and forecasting metrics that custom report types cannot handle. Build models that combine current ACV data with historical trends for predictive analysis.
Step 4. Build multiple views without multiple report types.
Create executive summaries, detailed product breakdowns, and sales rep performance views from the same dataset. Use conditional formatting and advanced visualization options to present ACV data in formats that native Salesforce reporting cannot match.
Get ACV reporting that scales with your analysis needs
Start buildingCustom report types are just the starting point for comprehensive ACV analysis. With unlimited formula complexity and advanced visualization capabilities, you can build ACV reporting that grows with your business needs.your advanced ACV reporting system today.
