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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 dashboards lack the analytical depth needed for cohort-based win rate analysis. You can track overall win rates, but comparing performance across different time periods, lead sources, or customer segments requires advanced capabilities.
This guide shows you how to build comprehensive win rate dashboards with cohort analysis that reveal patterns in your sales performance over time.
Create sophisticated win rate cohort analysis using Coefficient
CoefficientSalesforceSalesforceenables cohort analysis by importing multipleobjects simultaneously and using spreadsheet pivot tables for advanced grouping. This approach overcomes the limitations of joined reports and provides the analytical flexibility thatdashboards can’t deliver.
How to make it work
Step 1. Import comprehensive opportunity data.
Pull opportunity data along with related accounts, campaigns, and lead information. Import fields like creation date, close date, lead source, and any custom fields you want to use for cohort grouping. This multi-object approach gives you the complete picture needed for cohort analysis.
Step 2. Create cohort groupings with pivot tables.
Use pivot tables to group opportunities by creation month, quarter, lead source, or any field combination. Set up rows for your cohort dimensions and columns for win/loss outcomes. This creates the foundation for your cohort analysis.
Step 3. Build win rate calculation formulas.
Create formulas that calculate win rates for each cohort by dividing closed-won opportunities by total opportunities. Use formulas like =COUNTIFS to count wins and losses within each cohort group. Apply these calculations across all cohort segments.
Step 4. Set up historical comparison tracking.
Configure snapshots to preserve cohort performance data over time. This lets you track how cohort win rates change and identify trends in performance. Schedule weekly or monthly snapshots to build your historical dataset.
Step 5. Create visual cohort performance charts.
Build charts showing win rate trends by cohort, comparative performance across different segments, and time-based cohort analysis. Use conditional formatting to highlight high and low performing cohorts. Create heatmaps to visualize cohort performance patterns.
Step 6. Automate refresh and monitoring.
Set up scheduled refreshes to keep your cohort data current. Configure alerts when cohort performance changes significantly or when certain cohorts fall below target win rates.
Transform your win rate analysis
Start buildingThis cohort-based approach reveals insights that standard Salesforce win rate tracking misses. You’ll identify which lead sources, time periods, or market segments drive the best results.your cohort analysis dashboard today.
