Native sales engagement reporting focuses on engagement metrics like open rates and responses, but it rarely connects to actual revenue outcomes that prove which cadences generate profitable pipeline.
Here’s how to build true ROI analysis that connects cadence performance directly to closed deals and revenue impact.
Connect cadence performance to revenue outcomes using Coefficient
Coefficient combines cadence performance data from your sales engagement platform with opportunity and revenue data from Salesforce. This creates complete ROI calculations that show financial impact, not just engagement rates.
How to make it work
Step 1. Import cadence performance and revenue data.
Pull cadence performance data from your sales engagement platform and opportunity/revenue data from Salesforce . Use prospect email addresses or contact IDs to connect cadence engagement with deal outcomes.
Step 2. Build revenue attribution tracking.
Track prospects from cadence engagement through closed deals to calculate direct revenue impact per cadence. Create formulas that connect initial cadence response to final deal value and close date.
Step 3. Factor in complete cost analysis.
Include platform costs, rep time investment, and content creation costs for complete ROI calculations. Use formulas like =(Revenue_Generated-Total_Costs)/Total_Costs to calculate true ROI percentages.
Step 4. Create weighted ROI metrics.
Build ROI calculations that account for deal size, sales cycle length, and cadence complexity. Weight metrics by factors like prospect quality and market segment for more accurate comparisons.
Step 5. Generate cadence comparison analysis.
Create side-by-side ROI analysis across different cadence types, industries, and target segments. Calculate efficiency ratios like revenue per email sent and revenue per hour invested.
Step 6. Set up automated ROI reporting and alerts.
Schedule automatic ROI calculation updates as new deals close and cadence data refreshes. Configure notifications when cadence ROI drops below profitable thresholds to identify optimization needs.
Step 7. Build predictive ROI analysis.
Use historical data to project future ROI for cadence optimization decisions. Connect ROI trends with Salesforce pipeline data to forecast cadence performance impact.
Optimize cadences based on financial impact
True ROI analysis proves which cadences generate profitable pipeline and helps optimize automation strategy based on revenue impact rather than just engagement rates. Start calculating cadence ROI to make data-driven decisions about your sales engagement investment.