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Use rolling date filters (TODAY(), YESTERDAY(), LAST_7_DAYS), business day filters (weekdays only, business hours), and performance period filters (MTD, QTD, rolling 30 days) for comprehensive daily activity analysis.
Salesforcenative time filtering is rigid and doesn’t support dynamic date ranges or complex time logic. Here’s how to build flexible time-based filtering that adapts automatically without rebuilding reports.
Build dynamic time filtering using Coefficient
CoefficientDynamic Filters provide superior flexibility by allowing filters to reference cell values. You can create real-time date range adjustments and complex time-based logic that updates automatically with your business needs.
How to make it work
Step 1. Set up rolling date filters with cell references.
Create filters that point to cells containing date formulas. For example, filter ActivityDate >= B2 where B2 contains =TODAY()-7 for last 7 days, or =TODAY() for today’s activities. Change the cell value to instantly update the entire report.
Step 2. Create business day and hours filtering.
Use formulas like =WEEKDAY(ActivityDate) NOT IN (1,7) to exclude weekends, or filter by TIME(StartDateTime) BETWEEN 08:00 AND 18:00 for business hours only. This focuses analysis on productive selling time.
Step 3. Build performance period comparisons.
Set up multiple filters for different time perspectives: MTD with ActivityDate >= EOMONTH(TODAY(),-1)+1, QTD comparisons, and rolling 30-day windows. Use separate imports or dynamic switching between periods.
Step 4. Add complex date logic combinations.
Combine multiple time conditions using AND/OR logic. For example, “Activities from last week OR scheduled for next week” or “Today’s activities that were created more than 7 days ago” to track follow-up discipline.
Step 5. Handle timezone and workday calculations.
Use formulas like =WORKDAY(TODAY(),-5) to exclude weekends from “last 5 business days” calculations. Set up timezone-aware filtering for teams across multiple regions with automatic refresh scheduling.
Step 6. Create multiple time perspective views.
Set up separate imports with different time filters (daily, weekly, monthly) that refresh on different schedules. This gives you comprehensive time-based analysis without manual report management.
Make time work for your activity analysis
Start buildingDynamic time filtering lets you analyze patterns like end-of-quarter activity spikes, follow-up timing discipline, and business day productivity without constantly rebuilding reports. The flexibility to adjust date ranges instantly makes daily activity analysis much more actionable.time-based filters that adapt to your reporting needs automatically.
