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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’s native reporting can’t handle cross-object activity counting with rolling 30-day periods, especially when you need to include EAC captured emails stored separately from Tasks and Events.
Here’s how to create comprehensive activity tracking that spans multiple objects and calculates rolling periods automatically.
Track cross-object activities with rolling calculations using Coefficient
Coefficient solves the cross-object limitation by pulling data from multiple Salesforce objects into a single spreadsheet where you can perform complex calculations. Instead of fighting with Salesforce’s reporting restrictions, you get all your activity data in one place with powerful formula capabilities.
How to make it work
Step 1. Import multi-object activity data using custom SOQL.
Set up a custom SOQL query in Coefficient to pull Tasks, Events, and EmailMessage records with their related Opportunity IDs and activity dates. Use a query like: SELECT Id, WhatId, ActivityDate, Subject, ‘Task’ as ActivityType FROM Task WHERE WhatId IN (SELECT Id FROM Opportunity) UNION SELECT Id, WhatId, ActivityDate, Subject, ‘Event’ as ActivityType FROM Event WHERE WhatId IN (SELECT Id FROM Opportunity). This creates a unified dataset that Salesforce reports simply can’t provide.
Step 2. Create rolling 30-day calculations with spreadsheet formulas.
Use COUNTIFS or QUERY functions to calculate rolling period activity counts. For example: =COUNTIFS(ActivityData.WhatId,OpportunityId,ActivityData.ActivityDate,”>=”&(TODAY()-30),ActivityData.ActivityDate,”<="&TODAY()). This formula automatically adjusts the 30-day window as dates change, giving you real-time compliance monitoring.
Step 3. Set up automated daily snapshots for historical tracking.
Configure Coefficient’s snapshot feature to maintain historical activity count data. This lets you track compliance trends over time rather than just seeing the current state. Schedule daily snapshots to capture how activity levels change across your opportunities.
Step 4. Configure alerts for compliance monitoring.
Set up Slack or email alerts when opportunities fall below your activity threshold (like 6 activities per 30 days). Use Coefficient’s alert system to notify sales managers immediately when compliance issues arise, enabling proactive intervention.
Start tracking comprehensive activity metrics today
This approach eliminates Salesforce’s cross-object reporting limitations while providing the interval-based calculations you need for rolling date analysis across all activity types. Get started with Coefficient to build your comprehensive activity tracking system.
