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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.”
Coefficient’s AI Sheets Assistant makes calculating activity metrics from Salesforce data incredibly simple. You can describe what you need in plain English and get working formulas without complex spreadsheet knowledge or custom Salesforce fields.
This approach gives you infinitely more flexibility than Salesforce formula fields, with no governor limits and instant modifications whenever your requirements change.
Generate smart activity formulas using Coefficient’s AI
You can import Salesforce data and use AI to create sophisticated activity calculations that would be painful to build manually. The AI understands context and generates optimized formulas with error handling built in.
How to make it work
Step 1. Import your Salesforce data with activity fields.
Pull opportunities, leads, or contacts with activity-related fields like Last Activity Date, Created Date, and Last Modified Date. The import automatically includes all necessary fields for your calculations, and you can set it to refresh automatically.
Step 2. Use AI to generate smart activity formulas.
Simply describe what you need to the AI Sheets Assistant. Try requests like “Calculate days between Last Activity Date and today, using Created Date if no activity exists” or “Show ‘Never’ if there’s no activity date, otherwise show number of days.” The AI generates formulas like: =IF(ISBLANK(D2),IF(ISBLANK(E2),”Never”,NETWORKDAYS(E2,TODAY())),NETWORKDAYS(D2,TODAY()))
Step 3. Create advanced activity calculations.
Ask the AI for more complex scenarios like “Calculate average days between activities for each opportunity” or “Show activity velocity (activities per week) over the last 30 days.” The AI can generate array formulas, VLOOKUP combinations, and statistical calculations that would take hours to build manually.
Step 4. Set up automatic formula maintenance.
Enable Coefficient’s Formula Auto Fill Down feature so new rows added during refresh automatically get the formula applied. This eliminates manual copying and ensures your calculations stay current as data updates.
Skip the spreadsheet complexity and get instant results
AI-assisted formula creation eliminates the need for spreadsheet expertise while providing better flexibility than Salesforce’s native formula fields. You get error reduction, best practices built-in, and the ability to learn as you go. Start building your activity tracking formulas today.
