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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 cannot effectively track multi-step workflow completion across different objects and time periods. You can see individual activities, but measuring complete workflow progression requires data integration that standard reports simply can’t handle.
Here’s how to build comprehensive workflow completion tracking that shows exactly where users succeed, struggle, or abandon your defined processes.
Track workflow completion with multi-object analysis using Coefficient
CoefficientSalesforceprovides superior workflow tracking through comprehensive activity analysis and custom calculations. By importing from Task, Event, Opportunity, Lead, and Case objects simultaneously, you can track workflow completion rates that nativereports cannot effectively measure.
How to make it work
Step 1. Define your workflows in Google Sheets.
Create a workflow definition sheet that outlines your key processes. For example, Lead workflows might include: Contact → Qualify → Demo → Proposal → Close. Document the specific Salesforce activities that indicate completion of each step.
Step 2. Import relevant workflow data from multiple objects.
Create Coefficient imports for Task, Event, Opportunity, Lead, and other objects that contain your workflow activities. Import fields like Subject, Status, CreatedBy, CreatedDate, and any custom fields that indicate workflow progression.
Step 3. Calculate completion rates with advanced formulas.
Use spreadsheet formulas to identify completed versus incomplete workflows by user. Create formulas like =COUNTIFS(Tasks, “Demo Completed”, Owner, A2) / COUNTIFS(Tasks, “Demo Scheduled”, Owner, A2) to calculate step-by-step completion percentages.
Step 4. Identify bottlenecks and abandonment points.
Calculate workflow abandonment points by measuring where users typically stop in the process. Track average time-to-completion by user and workflow type using date calculations between workflow steps to identify process inefficiencies.
Step 5. Set up automated workflow monitoring.
Use Formula Auto Fill Down to automatically calculate completion percentages as new data arrives. Build pivot tables showing completion rates by user, team, and time period. Set up automated refresh to maintain current workflow performance data.
Step 6. Create visual completion tracking.
Use conditional formatting to highlight low completion rates and build charts showing workflow progression over time. Establish completion rate benchmarks for different user segments and roles.
Optimize your workflow processes
start measuringWorkflow completion insights reveal process bottlenecks and help you identify users who need additional training or support. Stop guessing about process effectiveness andworkflow completion rates today.
