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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.”
SalesforceYou can’t create a singlereport showing opportunities with specific products OR opportunities without products because cross filters don’t support OR logic with standard filters.
This guide shows you how to bypass this limitation and create the unified opportunity report you need using advanced data integration.
Create unified opportunity reports using Coefficient
CoefficientSalesforce’seliminatescross filter restrictions by extracting your opportunity data directly and applying complex OR logic that the platform can’t handle natively. Instead of managing multiple separate reports, you get one comprehensive view.
How to make it work
Step 1. Import your opportunity data with product relationships.
Connect to Salesforce using Coefficient’s “From Objects & Fields” method. Select the Opportunity object and include all relevant fields like Name, Amount, Stage, and Close Date. Import related OpportunityLineItem data separately to capture product relationships, including Product2.Name and Quantity fields.
Step 2. Apply complex OR filtering logic.
Use Coefficient’s advanced filtering to identify both scenarios simultaneously. Create filters for opportunities with your target products:OR opportunities without any products:. This OR logic combination is impossible in Salesforce native reporting.
Step 3. Consolidate into a unified report.
Use spreadsheet functions to merge both datasets:. Add a categorization column withto distinguish opportunity types. Calculate unified metrics across both categories for comprehensive analysis.
Step 4. Set up automated refresh and alerts.
Schedule automatic data refresh to maintain current information without manual updates. Configure alerts for new opportunities appearing in either category. This keeps your unified report accurate while eliminating the need to manage multiple Salesforce reports.
Get the complete opportunity view you need
Start buildingThis approach transforms what requires multiple disconnected Salesforce reports into a single comprehensive analysis tool. You’ll have real-time insights across all opportunity types that cross filter limitations prevent.your unified opportunity reports today.
