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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.”
Standard Salesforce reporting can’t group activities by both Lead Owner and Contact Owner because these exist as separate report types with no cross-object grouping capabilities. This creates blind spots in owner attribution across your sales process.
Here’s a proven workaround that creates unified owner grouping while maintaining proper attribution for all activities.
Build cross-owner activity grouping using Coefficient
CoefficientSalesforceSalesforcesolves the owner attribution challenge through dual import strategy and advanced spreadsheet integration. You’ll import activities from both objects while creating unified owner attribution thatandstandard reports can’t provide.
How to make it work
Step 1. Create parallel owner-focused imports.
Set up two imports using the “From Objects & Fields” method. Import lead activities with Lead Owner field mapping, then import contact activities with Contact Owner field mapping. Filter both imports to focus on specific activity types like calls, meetings, or emails.
Step 2. Build unified owner attribution column.
Create an “Activity Owner” column that combines Lead Owner and Contact Owner data. Use a formula like =IF(A2<>“”, A2, B2) where A2 is Lead Owner and B2 is Contact Owner. Apply Formula Auto Fill Down to automatically populate this for new rows during refreshes.
Step 3. Add team and region groupings.
Use VLOOKUP functions to add team or region groupings based on owner names. Create a reference table with owner names and their corresponding teams, then use =VLOOKUP(C2,OwnerTeam,2,FALSE) to automatically assign team groupings.
Step 4. Create advanced grouping tables.
Build pivot tables that group by your unified owner field. This enables manager-level reporting across both lead and contact activities. Create summary tables showing activity counts per owner using COUNTIF formulas like =COUNTIF(ActivityOwner:ActivityOwner,E2).
Step 5. Apply dynamic filtering for flexible analysis.
Set up dynamic filters that point to cell values for flexible owner selection. Use Coefficient’s dynamic filtering feature to create dropdowns that filter your entire dataset based on specific owners, teams, or date ranges.
Step 6. Schedule automated refreshes.
Enable hourly or daily refresh scheduling to keep owner metrics current. Set up email notifications through Google Sheets to alert managers when activity patterns change significantly.
Get complete owner visibility now
Build your solutionThis approach maintains proper attribution while enabling manager-level reporting that spans both lead and contact activities. You’ll get automated refresh capabilities and spreadsheet flexibility that Salesforce’s segmented reporting simply can’t match.today.
