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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.”
Call and email activities drive sales results, but Salesforce’s basic activity reports can’t calculate efficiency ratios, track response patterns, or correlate activities with pipeline outcomes effectively.
This guide shows you which activity metrics to track and how to calculate them automatically for comprehensive performance analysis.
Track comprehensive activity metrics using Coefficient
CoefficientSalesforceSalesforceprovides comprehensive call and email activity tracking that surpassesandnative activity reporting capabilities. You get efficiency ratios, response pattern analysis, and activity correlation with pipeline outcomes.
How to make it work
Step 1. Import and track call activity metrics.
Pull Task records from Salesforce to track daily call volume, call consistency (percentage of working days with minimum activity), and territory coverage. Calculate connect rates (successful connections ÷ total calls), conversation duration averages, and call-to-meeting conversion rates using COUNTIFS and AVERAGEIFS formulas.
Step 2. Monitor email engagement and quality.
Track email volume, response rates (replies ÷ emails sent), and sequence completion percentages. Calculate personalization scores comparing custom emails to template usage, response time averages, and email-to-call conversion rates. Use formula auto-fill down to ensure new data inherits these calculations.
Step 3. Calculate advanced efficiency metrics.
Create activity efficiency scores combining call connects and email responses in weighted formulas. Track pipeline generation rates (opportunities created per 100 activities) and activity-to-revenue correlation showing revenue generated per activity by rep.
Step 4. Set up behavioral analysis and optimization.
Use hourly refresh to capture same-day activity updates. Add dynamic filtering for analysis by activity type, time period, or territory. Create coaching insights correlating activity patterns with conversion outcomes and identify peak performance timing for each rep.
Optimize your team’s activity strategy
Start trackingComprehensive activity tracking enables sales managers to optimize strategies and provide targeted coaching based on individual performance patterns and behavioral insights.call and email metrics to improve your team’s effectiveness.
