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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.”
Salesforce’s native filtering requires manual updates for rolling periods and uses a complex filter logic builder that makes dynamic date ranges difficult to manage. Static filters become outdated quickly and aren’t reusable across multiple reports, creating extra work for sales teams.
Here’s how to create dynamic filters that automatically update for new closed won deals and adapt to changing business needs without rebuilding reports.
Create self-updating closed won filters with dynamic ranges
Coefficient’s dynamic filtering capabilities transform static Salesforce reports into flexible, self-updating analyses. You can point filters to cell values for easy modification and create rolling date ranges that automatically adjust without manual intervention from Salesforce data.
How to make it work
Step 1. Set up dynamic stage and date filters.
In Coefficient, create filters with Stage = “Closed Won” and Close Date within your specified range. Use the “Dynamic Filters” feature to point your date filter to cells containing start and end dates. This lets you modify date ranges by simply changing cell values.
Step 2. Create rolling date ranges.
Set up formulas in your filter cells for rolling periods like “Last 30 days” or “This Quarter.” Use functions like TODAY()-30 for the start date and TODAY() for the end date. Your filter automatically updates to show the most recent closed won deals.
Step 3. Build reusable filter templates.
Save your filter configurations as templates you can apply to different opportunity imports. Create multiple filtered views of the same data source without rebuilding reports – something you can’t do easily in Salesforce’s native interface.
Step 4. Add automated alerts and snapshots.
Set up Slack or email alerts when new closed won opportunities appear in your filtered data. Use scheduled snapshots to preserve monthly historical data while your main report continues to update with fresh deals.
Stop manually updating your opportunity filters
Dynamic filtering transforms your closed won reports into automated systems that adapt to your business needs. You get real-time updates without the technical complexity of rebuilding Salesforce reports. Get started with smarter opportunity filtering today.
