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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.”
The most valuable activity metrics to track include volume metrics (calls made, emails sent), response rates (email opens, call connections), velocity metrics (time between touches), and quality scores (activity-to-opportunity conversion rates).
Standard Salesforce reports struggle with these calculations because they require complex formulas and cross-object analysis. Here’s how to build comprehensive activity tracking that actually drives sales performance.
Build advanced activity metrics using Coefficient
SalesforceCoefficientSalesforceWhileprovides basic activity data, it can’t handle the calculations needed for meaningful metrics.solves this by importing your Task and Event data intospreadsheets where you can create custom formulas that update automatically.
How to make it work
Step 1. Import your activity data from Salesforce.
Connect to your Task and Event objects to pull in all activity records. Include fields like Subject, ActivityDate, Status, WhoId, WhatId, and any custom fields you’ve created for tracking outcomes or quality scores.
Step 2. Set up volume metric calculations.
Use Formula Auto Fill Down to create metrics like call completion rates with =COUNTIFS(Type,”Call”,Status,”Completed”)/COUNTIF(Type,”Call”). This formula automatically updates when new data refreshes, giving you real-time completion percentages.
Step 3. Calculate response and conversion rates.
Build formulas that track email response rates, meeting acceptance rates, and activity-to-opportunity conversion rates. For example, =COUNTIFS(Email_Response__c,”Positive”)/COUNTIF(Type,”Email”) shows your email effectiveness across all campaigns.
Step 4. Create velocity metrics with date calculations.
Track time between activities using =AVERAGE(ActivityDate-CreatedDate) to see how quickly your team follows up on leads. You can also calculate days from first touch to meeting or average time between touchpoints.
Step 5. Build quality scoring systems.
Combine multiple activity fields to create quality scores. Use formulas like =IF(AND(Decision_Maker_Present__c=TRUE,Next_Steps__c<>“”),5,IF(Meeting_Outcome__c=”Advanced”,3,1)) to score activity effectiveness based on your specific criteria.
Step 6. Set up automated refreshes and alerts.
Schedule your data to refresh daily or hourly so your metrics stay current. Add Slack or email alerts when key metrics drop below thresholds, like when team completion rates fall under 80%.
Start tracking metrics that actually matter
Get startedThese activity metrics give you the insights needed to coach your team and improve sales performance. The key is moving beyond basic activity counts to measure quality, timing, and outcomes.with Coefficient to build activity tracking that drives real results.
