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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 treats Tasks and Events as separate objects, further separated by their relationship to Leads versus Contacts. This creates four distinct reporting contexts that can’t be natively merged into unified activity reports.
Here’s how to solve this multi-dimensional reporting challenge and create comprehensive activity visibility across your entire sales process.
Merge all activity dimensions using Coefficient
CoefficientSalesforceSalesforcesolves this complex reporting challenge through comprehensive object access and spreadsheet consolidation. You’ll create unified activity reports that span Tasks, Events, Leads, and Contacts with analytics thatandnative reporting can’t deliver.
How to make it work
Step 1. Set up four-dimensional imports.
Create four separate imports using “From Objects & Fields”: Lead Tasks (Task object with Lead relationships), Lead Events (Event object with Lead relationships), Contact Tasks (Task object with Contact relationships), and Contact Events (Event object with Contact relationships). This captures all activity dimensions.
Step 2. Standardize activity schema.
Ensure consistent column structure across all four imports including Subject, Type, Status, Owner, Date, and Duration. Create an “Activity Category” field to distinguish Tasks vs Events using formulas like =IF(ISNUMBER(SEARCH(“Task”,A2)),”Task”,”Event”). Build a “Related Object” field identifying Lead vs Contact context.
Step 3. Consolidate with unified mapping.
Use spreadsheet functions to combine all four datasets. Create consistent owner attribution across all activity types using =IF(ISBLANK(B2),IF(ISBLANK(C2),D2,C2),B2) to map the first available owner field. Apply consistent filtering and sorting across the merged activity data.
Step 4. Build cross-dimensional pivot analysis.
Create pivot tables enabling cross-dimensional analysis like Task/Event performance by Lead/Contact context. Use formulas to compare task completion vs event attendance rates across leads and contacts. Track total activities per owner across the entire prospect pipeline.
Step 5. Create activity correlation analytics.
Build analytics connecting activity volume to lead conversion and contact engagement. Use formulas like =COUNTIFS(ActivityType:ActivityType,”Call”,Outcome:Outcome,”Converted”)/COUNTIF(ActivityType:ActivityType,”Call”) to calculate conversion rates by activity type.
Step 6. Enable synchronized automation.
Set up all four imports to refresh simultaneously, maintaining data consistency across your merged dataset. Use Formula Auto Fill to automatically categorize and calculate metrics for new activities. Configure Scheduled Snapshots to preserve weekly activity summaries for trend analysis.
Get complete activity visibility today
Start buildingThis comprehensive approach eliminates Salesforce’s artificial separation between Tasks/Events and Lead/Contact contexts, providing true unified activity reporting with real-time tracking and advanced analytics.your merged activity reports now.
