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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.”
Tracking total pipeline value month over month in Salesforce becomes nearly impossible when you need historical data that doesn’t depend on close dates. Salesforce reports update dynamically, overwriting the historical values you need for meaningful trend analysis.
Here’s how to capture consistent monthly pipeline snapshots that preserve point-in-time values, giving you the historical foundation for accurate month-over-month tracking.
Capture monthly pipeline snapshots using Coefficient
The key to tracking pipeline value changes over time is preserving historical data at consistent intervals. Coefficient solves this by automatically capturing your entire pipeline state on a monthly schedule, creating timestamped records that show exactly how your pipeline value changes regardless of when deals are expected to close.
How to make it work
Step 1. Set up your Salesforce opportunity import in Coefficient.
Connect to your Salesforce org and import opportunity data, filtering for all open deals (Stage ≠ Closed Won/Lost). Include fields like Amount, Stage, Created Date, and Owner to capture complete pipeline context. This gives you the foundation data without close date restrictions.
Step 2. Configure monthly snapshots for automated data capture.
In Google Sheets, use Coefficient’s Snapshots feature to schedule monthly captures on the same date each month (like the last business day). Set the retention to maintain 12+ months of historical snapshots. Each snapshot creates a new timestamped tab preserving your total pipeline value at that exact moment.
Step 3. Build month-over-month comparison calculations.
Create a summary sheet that pulls total pipeline values from each monthly snapshot tab. Use formulas like =(Current_Month_Pipeline – Previous_Month_Pipeline)/Previous_Month_Pipeline to calculate percentage changes. This automatically shows you pipeline growth or decline trends without any manual data exports.
Step 4. Set up automated refresh and monitoring.
Schedule your Salesforce import to refresh daily or weekly, ensuring your current pipeline data stays up-to-date. The monthly snapshots will continue capturing this refreshed data automatically, building your historical dataset without any manual intervention.
Start tracking your pipeline trends automatically
Monthly pipeline tracking becomes effortless when you automate the data capture process. Instead of manually exporting reports and losing historical context, you get consistent trend analysis that shows real pipeline progression over time. Get started with automated pipeline tracking today.
