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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.”
Native Salesforce reporting can’t generate percentage change calculations between time periods because it lacks comparative analysis functions across different date ranges.
You’ll learn how to create automated monthly sales variance tracking that updates in real-time as new deals close, eliminating manual data exports and calculations.
Build automated percentage change reports using Coefficient
Coefficient enables sophisticated monthly sales variance tracking by combining live Salesforce data with spreadsheet calculation capabilities. Your percentage changes update automatically without manual intervention.
How to make it work
Step 1. Set up opportunity data imports.
Import closed won opportunities from both years using Coefficient’s object-based import. Filter by Stage = “Closed Won” and use date filters to separate 2023 and 2024 data into different columns or sheets.
Step 2. Create monthly aggregations.
Use SUMIFS formulas to aggregate opportunity amounts by month: =SUMIFS(Amount_Column, Close_Date_Column, “>=1/1/2023”, Close_Date_Column, “<=1/31/2023") for each month. This gives you clean monthly totals for comparison.
Step 3. Calculate percentage changes.
Implement the formula =(Current_Year_Month – Previous_Year_Month)/Previous_Year_Month*100. Coefficient’s Formula Auto Fill Down automatically applies this calculation to new data during refreshes.
Step 4. Handle edge cases and automate updates.
Use IFERROR functions to manage months where previous year data is zero: =IFERROR((2024_Amount-2023_Amount)/2023_Amount*100, “N/A”). Set up daily refreshes through Coefficient so your calculations update automatically as new deals close.
Monitor performance changes instantly
This eliminates complex report exports and manual Excel calculations, providing real-time negative growth reporting that highlights performance declines immediately. Get started with automated percentage change tracking.
