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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’snative real-time reporting limitations make it difficult to track omni channel work item routing to acceptance intervals with the immediacy needed for effective operational management.
You’ll learn how to set up real-time interval tracking with automated refresh capabilities and live dashboards that provide the operational visibility you need.
Real-time interval tracking with automated updates
CoefficientSalesforce’senables real-time tracking of omni channel work item routing to acceptance intervals through automated refresh capabilities and live data synchronization that exceedsnative limitations.
How to make it work
Step 1. Set up automated refresh scheduling.
Configure hourly refreshes (1, 2, 4, or 8-hour intervals) to maintain current routing and acceptance data. Use manual refresh buttons for immediate updates when monitoring critical situations that require instant visibility.
Step 2. Create live interval calculations.
Set up formulas that automatically calculate routing-to-acceptance intervals as new data arrives. Use Coefficient’s Formula Auto Fill Down feature to automatically apply interval calculations to new work items as they’re routed.
Step 3. Build real-time dashboards.
Create live spreadsheet dashboards showing current interval metrics and trends. Use dynamic filtering with cell values for real-time queue or agent-specific tracking that updates automatically with each refresh.
Step 4. Configure instant alerting.
Set up Slack or email alerts when acceptance intervals exceed your defined thresholds. This enables proactive intervention when intervals exceed targets, allowing you to address issues before they impact service levels.
Advanced real-time features
This approach provides sophisticated real-time capabilities:
- Multiple data coordination – use “Refresh All” to update multiple data sources simultaneously
- Dynamic filtering – point filters to cell values for flexible real-time analysis
- Live SLA tracking – monitor compliance with live interval calculations
- Proactive alerting – get notified immediately when thresholds are exceeded
Operational benefits
Real-time interval tracking enables:
- Current workload monitoring – track agent workload and response patterns as they happen
- Bottleneck identification – spot developing issues in real-time
- Manager dashboards – provide current performance visibility for operational decisions
- Proactive intervention – address problems before they impact service levels
Get real-time operational visibility
Start trackingThis real-time tracking capability provides the immediate visibility needed for effective omni channel operations management with refresh frequency options that balance data currency with efficiency.your intervals in real-time today.
