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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.”
High-value custom fields include outcome tracking (Call_Disposition__c, Meeting_Outcome__c, Email_Response_Type__c), quality scoring (Activity_Quality_Score__c, Engagement_Level__c), process tracking (Follow_Up_Required__c, Next_Steps__c), and performance fields (Talk_Time_Minutes__c, Response_Time_Hours__c).
SalesforceDetermining custom field value requires analyzing field usage patterns and correlation with sales outcomes.native reporting can’t easily show this analysis. Here’s how to measure which custom fields actually drive sales performance.
Analyze custom field value using Coefficient
Coefficientenables comprehensive custom field analysis by importing all custom fields and calculating their impact on sales performance. You can track field adoption, measure outcome correlation, and identify which fields provide the best ROI for your sales process.
How to make it work
Step 1. Import all custom activity fields for analysis.
Use the Objects & Fields import method to pull in all custom fields from Task and Event objects. Include usage data and related outcome fields like Opportunity.IsWon to analyze field effectiveness across your entire sales process.
Step 2. Calculate field usage and adoption rates.
Create formulas like =COUNTA(Custom_Field__c)/COUNTA(Id)*100 to measure which fields are actually being populated. Low usage rates indicate training needs or field complexity issues that need addressing.
Step 3. Analyze outcome correlation for each field.
Build correlation analysis between custom field values and success metrics. For example, calculate win rates for activities with different Call_Disposition__c values or Meeting_Outcome__c ratings to identify which field values predict success.
Step 4. Measure custom field ROI impact.
Use custom SOQL to join activity custom fields with closed/won opportunities. Calculate metrics like “Activities with Next_Steps__c populated have 3x higher win rates” to quantify field value in business terms.
Step 5. Track field adoption trends over time.
Use Snapshots to monitor custom field adoption rates and identify training effectiveness. Track which fields see increasing usage and which ones are being abandoned by the sales team.
Step 6. Create predictive field scoring.
Build composite scores based on multiple custom field combinations. For example, calculate Activity_Effectiveness_Score__c based on patterns like “High engagement + Decision Maker present + Next Steps = 85% meeting conversion” and export back to Salesforce.
Focus on custom fields that actually drive results
Start analyzingCustom field value analysis reveals insights like “Activities with Pain_Point_Discussed__c = ‘Budget’ AND Decision_Maker_Involved__c = TRUE have 60% higher close rates.” This helps you prioritize field training and eliminate fields that don’t add value.which custom fields actually improve your sales outcomes and team performance.
