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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 standard reports cannot directly show accounts with more than X opportunities because the platform’s report builder doesn’t support filtering parent objects based on child record counts.
You’ll discover a streamlined solution that lets you set dynamic opportunity count thresholds and automatically filter accounts without complex Salesforce workarounds.
Filter accounts by opportunity count threshold using Coefficient
CoefficientSalesforceprovides a direct solution for opportunity count threshold filtering thatstandard reports can’t handle. You can set dynamic thresholds, apply complex criteria like stage and date filters, and get automated updates without building custom formulas or rollup fields.
How to make it work
Step 1. Import Opportunities with Account lookup data.
Use Coefficient’s standard import to pull Opportunities including Account.Name, Account.Id, and relevant opportunity fields like Stage, Amount, and Close Date. This gives you all the data needed for counting and filtering.
Step 2. Calculate opportunities per account with criteria.
Add a formula column using COUNTIFS to count opportunities per account: =COUNTIFS(Account_Column, Account_Column[current_row], Stage_Column, “Open”, Close_Date_Column, “>=”&TODAY()-90). This counts recent open opportunities, but you can adjust criteria as needed.
Step 3. Set up dynamic threshold filtering.
Create a Coefficient dynamic filter where Opportunity Count > [Cell_Reference]. Put your threshold number (like 5 or 10) in the referenced cell. When you change this number, the filter automatically updates to show accounts meeting the new threshold.
Step 4. Schedule automatic refresh for current data.
SalesforceSet up automated refresh (daily or hourly) so your opportunity counts stay current withdata. This ensures your filtered account list always reflects the latest opportunity information without manual updates.
Build flexible account filtering that updates automatically
Get startedThis approach eliminates the need for complex Salesforce summary formulas or report subscriptions while providing dynamic aggregate filtering that scales with your data.with Coefficient to create opportunity count filters that work the way you need them to.
