)
Written by
Table of Contents
“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.”
Most sales engagement platforms provide basic activity reports, but they lack the sophisticated utilization scoring and comparative analysis that leadership needs for coaching decisions.
Here’s how to build comprehensive utilization dashboards that show weighted performance metrics and identify coaching opportunities before they impact pipeline.
Build automated utilization dashboards using Coefficient
Coefficient imports multi-dimensional activity data and builds automated visualizations that update in real-time. This creates dashboards that show utilization quality, not just quantity.
How to make it work
Step 1. Import comprehensive activity data across all reps.
Pull user activity including logins, cadences started, emails sent, calls logged, and prospects added. Combine this with Salesforce data to include opportunity creation and pipeline metrics.
Step 2. Create weighted utilization scores.
Build formulas that combine multiple activity types weighted by importance and time investment. For example: =(Cadences_Started*3 + Emails_Sent*1 + Calls_Logged*2 + Prospects_Added*1.5)/Total_Possible_Points to create meaningful utilization scores.
Step 3. Build visual performance comparisons.
Create charts showing individual rep performance against team averages, utilization trends over time, and feature adoption rates. Use conditional formatting to highlight performance gaps immediately.
Step 4. Set up automated snapshots for leadership reporting.
Use Coefficient’s Snapshot functionality to automatically capture weekly or monthly dashboard states. This creates historical performance tracking for leadership reviews and coaching workflows.
Step 5. Configure utilization alerts and dynamic filtering.
Set up notifications when rep utilization drops below target thresholds. Add dynamic filtering so dashboard users can filter by team, time period, or activity type without recreating reports.
Step 6. Export utilization metrics back to Salesforce .
Push utilization scores back to Salesforce for inclusion in performance reviews and coaching workflows. This creates a complete feedback loop between activity and performance management.
Start coaching with data-driven insights
Weighted utilization metrics that account for activity quality help identify coaching opportunities before performance issues impact pipeline. Build your dashboard to start making better coaching decisions with comprehensive activity analysis.
