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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’snative Tasks and Events report type doesn’t allow you to add opportunity fields like Amount, Stage, or Close Date. The platform restricts cross-object field access to maintain performance, giving you only basic lookup references like Account Name.
Here’s how to create comprehensive task reports that include all the opportunity details you need for proper analysis.
Combine task data with opportunity fields using Coefficient
Coefficienteliminates these cross-object reporting limitations by letting you pull data from multiple objects and join them yourself. This gives you complete control over which fields appear in your task reports.
How to make it work
Step 1. Import Tasks and Events with relationship data.
Use Coefficient to pull all task and event data, making sure to include the WhatId field. This field contains the opportunity ID that links activities to opportunities. Also grab Subject, ActivityDate, Status, and any other activity fields you need.
Step 2. Import opportunity fields in a separate import.
Create another import for opportunities, selecting all the fields you want in your task report. Include Opportunity Name, Amount, Stage, Close Date, Probability, Next Step, and any custom fields that matter for your analysis.
Step 3. Create your combined view using lookup functions.
Use VLOOKUP or XLOOKUP to match WhatId from activities to Opportunity ID, bringing all opportunity fields into your activity report. For example:to pull multiple opportunity fields at once.
Step 4. Apply enhanced filtering by opportunity characteristics.
Salesforce’sUse Coefficient’s dynamic filters to analyze activities by opportunity data – like only tasks related to opportunities over $50K or in specific stages. This type of filtering is impossible withstandard Tasks and Events report.
Build task reports with complete opportunity context
Get startedThis approach gives you the comprehensive task-opportunity reporting that Salesforce’s standard reports simply can’t deliver. You get complete visibility into how activities relate to opportunity progression and revenue impact.building reports that show the full picture of your sales activities.
