Salesforce dashboards struggle with year-over-year same-month comparisons because they require creating separate filters for each year, making dynamic comparisons difficult and maintenance-heavy to manage.
Here’s how to build a flexible interface where users can dynamically compare any month across different years without pre-configuring specific filter combinations.
Build dynamic year-over-year comparisons using Coefficient
Coefficient enables this functionality through Google Sheets’ advanced formula capabilities and dynamic filtering. You can compare the same month across any years in your Salesforce dataset with a single, reusable interface.
How to make it work
Step 1. Import comprehensive historical Salesforce data.
Use Coefficient to import historical Salesforce data, ensuring you have multiple years of data for meaningful comparison analysis. Include all relevant date fields and metrics you need for year-over-year analysis.
Step 2. Create month/year selector interface.
Build dropdown selectors for primary month/year (e.g., March 2024) and comparison year (e.g., 2023, 2022). This allows users to dynamically select which months and years to compare without pre-configured filter limitations.
Step 3. Set up dynamic filtering logic.
Use Coefficient’s dynamic filters pointing to these selector cells. Configure filters to extract data for the same month across different years simultaneously. The filtering updates automatically when users change their selections.
Step 4. Build automated comparison calculations.
Create formulas that automatically calculate metrics for selected month in primary year, same month metrics for comparison year(s), year-over-year growth percentages, and trend analysis across multiple years. These calculations update instantly when selections change.
Step 5. Create visual comparison dashboard.
Build side-by-side charts showing the same month performance across different years, with automatic updates when selections change. Include summary scorecards highlighting key insights and percentage changes between compared periods.
Start comparing years dynamically
This approach eliminates the need to manually create individual date filters for each year comparison in Salesforce, providing instead a single interface for dynamic month-to-month analysis across any years. Try Coefficient to build flexible year-over-year comparison dashboards.