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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 exports provide only raw campaign data without calculated metrics, forcing marketers to manually add formulas and calculations for engagement scoring and performance analysis.
Here’s how to export campaign data with automatic formula calculations that update with each refresh, eliminating manual Excel manipulation.
Get campaign data with automatic calculations using Coefficient
Coefficient’s formula auto-fill down feature automatically applies formulas to new rows during data refresh. Instead of manually adding engagement scoring and conversion rate formulas after each export, your calculated fields update automatically with fresh data.
How to make it work
Step 1. Import campaign member data and set up formula columns.
Import Campaign Member data using “Import from Objects & Fields” and add calculated field formulas in columns immediately to the right of imported data. For engagement scoring, use: =IF(D2=”Responded”, 100, IF(D2=”Opened”, 50, IF(D2=”Sent”, 10, 0))) where D2 contains Campaign Member Status.
Step 2. Add time-based and conversion rate calculations.
Create formulas for days since campaign join: =DATEDIF(E2, TODAY(), “D”) where E2 is CreatedDate. Add conversion rate metrics: =COUNTIFS($D$2:$D$1000,”Responded”)/COUNTIFS($D$2:$D$1000,”<>“) to calculate response rates automatically.
Step 3. Include ROI calculations when combining with opportunity data.
When importing both campaign and opportunity data, add ROI formulas: =SUMIFS(OpportunityAmount, CampaignId, A2)/CampaignCost to calculate revenue per campaign. These formulas automatically apply to new campaign members as they’re added.
Step 4. Enable automated refresh with formula updates.
Set up scheduled refreshes so new campaign members automatically receive calculated field values. Enable formula auto-fill down in import settings to ensure consistent calculation methodology across all campaign analysis without manual intervention.
Stop manually calculating campaign metrics
Eliminate the repetitive work of adding formulas to campaign exports and get automatic calculations that update with your data. Try Coefficient to automate your Salesforce campaign analysis completely.
