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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 dashboards can’t effectively aggregate email data from the EmailMessage object or calculate meaningful email totals per sales rep due to severe reporting limitations.
Here’s how to build comprehensive email volume dashboards that automatically update with accurate email metrics for each sales rep on your team.
Build automated email volume dashboards using Coefficient
CoefficientSalesforce’sSalesforceovercomesdashboard limitations by extracting raw email data and enabling custom calculations thatsimply can’t handle natively.
How to make it work
Step 1. Import EmailMessage and Task data by rep.
Extract email data filtered by date ranges and grouped by owner or assigned user. Include both EmailMessage records and Task-based email activities to capture complete email volume data.
Step 2. Create custom email count formulas.
Build formulas that aggregate emails per rep across multiple data sources. Use COUNTIFS and SUMIFS functions to calculate total email volumes that native Salesforce reports can’t provide.
Step 3. Set up dynamic filtering controls.
Create dashboard controls that let users adjust date ranges and rep selections without editing import settings. Use dynamic filters that reference cell values for flexible analysis.
Step 4. Schedule automated refresh cycles.
Set up daily or weekly refresh schedules to keep email metrics current. Configure automatic updates so your dashboard always shows the latest email volume data.
Step 5. Build visual charts and graphs.
Create charts in your spreadsheet that update automatically with new email data. Build bar charts, trend lines, and comparison graphs that make email volume patterns easy to spot.
Step 6. Create historical snapshot reports.
Use snapshot functionality to preserve email volume data over time. Track email volume trends and compare performance across different time periods.
Start tracking email performance today
Build your dashboardStop struggling with Salesforce’s limited dashboard capabilities for email metrics. Coefficient gives you the advanced email volume tracking that standard Salesforce dashboards can’t deliver.and start monitoring email performance across your sales team.
