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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 Maps can’t create unified reports that combine check-in duration data with marker layer information because these data types live in separate objects with different data models.
Here’s how to work around this limitation and create the consolidated reports you need for comprehensive territory analysis.
Pull both datasets into spreadsheets using Coefficient
Coefficient solves this problem by importing both temporal visit data and spatial marker information into Google Sheets or Excel, where you can merge them into unified reports. Unlike Salesforce’s native Maps reporting, this approach lets you analyze visit duration alongside territory assignments in Salesforce data.
How to make it work
Step 1. Import your check-in and check-out data from Salesforce Maps.
Set up an import from your visit tracking objects (typically stored as Visit__c or Check_In__c custom objects). Include fields like check-in time, check-out time, user ID, and location details. Use Coefficient’s object import feature to pull all relevant visit tracking records.
Step 2. Import marker layer data from territory objects.
Create a second import for your marker layer information, including territory assignments, geographic boundaries, and layer attributes. This data usually lives in territory management objects or custom location objects with fields like territory ID, marker colors, and geographic regions.
Step 3. Calculate visit duration with Formula Auto Fill Down.
In the column next to your imported data, create a formula like =B2-A2 (checkout time minus check-in time) to calculate visit duration. Coefficient’s Formula Auto Fill Down feature will automatically apply this calculation to new rows when your data refreshes.
Step 4. Merge the datasets using lookup formulas.
Use VLOOKUP or INDEX/MATCH formulas to connect your visit duration data with marker layer information. Match on common fields like Rep ID, Territory ID, or Location ID to bring territorial context into your visit analysis.
Step 5. Build dynamic reports with pivot tables and charts.
Create pivot tables showing rep visit duration by territory, marker layer category, or geographic region. You can now analyze patterns like average visit time per territory color or performance metrics across different marker layers.
Get the unified Salesforce Maps reporting you need
This approach delivers the consolidated check-in duration and marker layer analysis that Salesforce Maps can’t provide natively, with automated refresh capabilities to keep your data current. Start building your unified territory reports today.
