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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.”
You can automate Salesforce campaign performance metrics in Excel dashboards, eliminating manual export processes that make campaign dashboard maintenance time-consuming and error-prone. This enables real-time campaign analysis with automated data refresh.
Here’s how to set up comprehensive campaign performance automation that keeps your Excel dashboards current with fresh Salesforce data.
Create automated campaign performance dashboards using Coefficient
CoefficientSalesforceprovides comprehensive automation forcampaign performance metrics. This approach replaces manual export processes with automated data sync, enabling real-time campaign analysis in Excel.
How to make it work
Step 1. Import campaign and member data for complete analysis.
Access both Campaign and Campaign Member objects to build comprehensive performance dashboards. Import Campaign object data (Budget, Actual Cost, Expected Response, Status) and Campaign Member object data (Status, Response Date, Lead/Contact details), plus Campaign History and related custom objects for deeper analysis.
Step 2. Configure refresh schedules based on monitoring needs.
Set up automated metrics refresh from hourly to weekly intervals: daily refreshes for active campaigns requiring close monitoring, weekly updates for longer-term campaign analysis, or hourly updates during critical campaign periods.
Step 3. Create dynamic campaign filtering for flexible analysis.
Build filters for campaign analysis by campaign type, status, or date ranges. Use dynamic filters pointing to Excel cells for dashboard interactivity, and apply complex AND/OR logic for multi-criteria campaign segmentation.
Step 4. Build performance calculations with imported data.
Combine imported Salesforce data with Excel formulas for ROI calculations using actual cost and opportunity values, conversion rate analysis from leads to opportunities, and response rate calculations from member status data.
Step 5. Enable bi-directional sync for campaign optimization.
Set up scheduled exports to push campaign insights back to Salesforce custom fields, creating bi-directional sync for campaign optimization. This maintains Excel as your analysis environment while updating Salesforce with calculated insights.
Keep campaign dashboards current automatically
Start automatingUnlike static Salesforce campaign reports requiring manual export, automated refresh keeps your Excel pivot tables, charts, and KPI calculations current. Formula Auto Fill Down ensures custom calculations extend to new campaign data automatically while preserving dashboard formatting.your campaign performance tracking today.
