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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 shows your current pipeline state but can’t track how your forecast changes day by day. Without historical tracking, you’re flying blind when trying to understand pipeline velocity and forecast accuracy.
Here’s how to set up automated daily tracking that captures every forecast change by stage and value, so you never miss pipeline shifts again.
Track daily forecast changes automatically using Coefficient
Coefficient eliminates manual forecast tracking through its Snapshots feature combined with automated Salesforce imports. While Salesforce native reporting only shows current state, Coefficient captures historical pipeline data automatically.
How to make it work
Step 1. Set up your Salesforce opportunity import.
Create a Coefficient import from Salesforce Objects & Fields, selecting the Opportunity object. Include key fields like Stage, Amount, Close Date, Owner, and Opportunity Name. Apply filters to focus on your current forecast period (like close dates within the next 90 days).
Step 2. Configure daily snapshots for historical tracking.
Enable Coefficient’s Snapshots feature to automatically capture your entire opportunity data tab daily. Set the schedule to run every morning at 6 AM before your team starts work. This creates a historical record of your pipeline state each day without any manual effort.
Step 3. Structure data to track stage-by-stage changes.
Organize your import to group opportunities by stage using filters or sorting. Coefficient will capture the total value and count of opportunities in each stage daily, letting you see exactly how deals move through your pipeline and identify bottlenecks.
Step 4. Build change detection with spreadsheet formulas.
Use formulas like =TODAY_SNAPSHOT_VALUE – YESTERDAY_SNAPSHOT_VALUE to compare snapshots and calculate deltas for each stage. Apply conditional formatting (red for decreases, green for increases) to instantly visualize pipeline changes.
Step 5. Set up automated alerts for significant changes.
Configure Coefficient’s alert feature to notify you via Slack or email when major shifts occur. Set thresholds like a stage value dropping by more than 20% or new high-value opportunities entering the pipeline.
Stop forecast surprises before they happen
Automated daily forecast tracking transforms reactive pipeline management into proactive control. Instead of discovering forecast changes during Monday morning reviews, you’ll get real-time visibility into every shift. Start tracking your pipeline changes automatically today.
