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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.”
SalesforceProper opportunity product structure inis just the first step. Once you’ve set up fields to differentiate revenue types, you need reporting capabilities that can actually use that structure to calculate meaningful ACV metrics across your entire pipeline.
Here’s how to turn your structured opportunity products into dynamic ACV reports that automatically categorize revenue streams and update with live data.
Transform opportunity product data into dynamic ACV reports using Coefficient
Coefficientenhances your ACV reporting by importing from OpportunityLineItem objects and related Product2 data, giving you access to all product details, custom fields, quantities, prices, and related opportunity information in a flexible spreadsheet environment.
How to make it work
Step 1. Import comprehensive opportunity product data.
SalesforceConnect toand import from OpportunityLineItem objects. Include Product Family, custom Revenue_Type__c fields, sales prices, line amounts, and related opportunity details like close date and contract length.
Step 2. Build dynamic revenue categorization formulas.
Create formulas that automatically group revenue streams using your structured fields. Use SUMIFS to calculate totals like =SUMIFS(Amount_Range, Revenue_Type_Range, “Recurring”) to isolate ARR from implementation fees.
Step 3. Calculate ACV metrics across different revenue types.
Build comprehensive ACV calculations that handle contract length variations and revenue timing. Create formulas that divide recurring revenue by contract terms while excluding one-time implementation charges completely.
Step 4. Set up automated stakeholder updates.
Configure automated refreshes and create dashboards that update stakeholders whenever opportunity products change in Salesforce. Use Slack alerts or email notifications to keep teams informed of ACV changes.
Turn structured data into actionable ACV insights
Start buildingStructured opportunity products are only valuable if you can report on them effectively. With advanced spreadsheet calculations and live Salesforce connections, you can build ACV reporting that actually uses your data structure.your dynamic ACV reports today.
