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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 lacks native capabilities to track user progression from onboarding to productivity milestones. You can see when users were created and their current activity, but measuring the journey between these points requires historical tracking that Salesforce simply doesn’t provide.
Here’s how to build comprehensive time-to-productivity tracking that shows exactly how long it takes new users to become effective in Salesforce.
Track productivity milestones with historical data analysis using Coefficient
CoefficientSalesforceprovides superior time-to-productivity tracking through automated milestone capture and historical analysis. By creating regular snapshots of user progress, you can measure productivity timelines thatcannot natively track.
How to make it work
Step 1. Establish baseline user data.
Import User object data including CreatedDate to establish user start dates. Track initial setup completion through Profile and Permission Set assignments. This creates your starting point for measuring productivity progression.
Step 2. Set up weekly milestone tracking.
Create weekly snapshots that capture key progress indicators: first login date, first record creation by object type, initial report/dashboard usage, and first opportunity or lead conversion. These snapshots preserve the timeline data that Salesforce doesn’t retain.
Step 3. Build historical timeline analysis.
Use the “Append New Data” feature to build a historical timeline for each user. Create calculated columns in Google Sheets to measure days between user creation and key milestones using formulas like =B2-A2 where B2 is milestone date and A2 is user creation date.
Step 4. Calculate productivity metrics automatically.
Use Formula Auto Fill Down to automatically calculate productivity metrics for new users as they’re added. Build cohort analysis showing average time-to-productivity by hire date, role, or training program to identify successful patterns.
Step 5. Create predictive insights.
Compare time-to-productivity across different onboarding approaches and identify early adoption behaviors that predict long-term user success. This helps optimize your onboarding process based on actual data rather than assumptions.
Optimize your user onboarding process
start measuringTime-to-productivity metrics reveal which onboarding approaches work best and help you identify users who need additional support early. Stop guessing about user progress andproductivity milestones today.
