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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.”
Salesforcelacks native dashboard components for individual email activity, leaving sales teams without visibility into their most important communication metrics and engagement patterns.
You’ll learn how to create comprehensive email activity dashboards with real-time updates and advanced visualizations that exceed native Salesforce capabilities.
Create dynamic email metrics dashboards with Coefficient
CoefficientSalesforcesolves this by extracting email data from multipleobjects and creating dynamic email metrics calculations that Salesforce dashboards simply cannot perform. You can build real-time email activity visualizations with interactive filtering and drill-down capabilities.
How to make it work
Step 1. Aggregate comprehensive email data.
Pull email activity from all available Salesforce sources using custom SOQL queries through Coefficient. Extract data from Tasks, Events, Email Messages, and Activities objects, then connect this email data with Contact, Lead, and Opportunity records through lookup functionality for complete context.
Step 2. Build dynamic email metrics calculations.
Calculate email response rates, engagement scores, and sequence performance using imported data in Google Sheets or Excel. Create email send reporting by rep, team, or campaign, and build email activity trends with forecasting models that predict future engagement patterns.
Step 3. Set up automated dashboard updates.
Schedule hourly or daily refreshes to maintain current email activity data without manual intervention. Set up email alerts when email metrics change significantly and use snapshots to maintain historical email activity tracking for trend analysis over time.
Step 4. Create superior email activity visualizations.
Build email activity heatmaps showing engagement patterns by time of day or day of week. Create email metrics dashboards with interactive filtering that allows drilling down by rep, account, or campaign, and generate comprehensive email send reports with conversion tracking tied to opportunities.
Get enterprise-level email dashboards without expensive add-ons
Build your emailThis approach delivers comprehensive email activity dashboards that exceed native Salesforce capabilities, leveraging advanced data integration to overcome platform limitations.activity dashboard today.
