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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.”
Capture core Event fields (Subject, StartDateTime, Duration, Location), meeting-specific custom fields (Meeting_Type__c, Attendee_Count__c, Decision_Maker_Present__c), and outcome tracking fields (Meeting_Outcome__c, Next_Steps__c, Follow_Up_Required__c) for comprehensive meeting analysis.
SalesforceStandardEvent reports miss critical meeting effectiveness fields and don’t connect meeting data with sales outcomes. Here’s how to build meeting analysis that shows what actually drives deal progression.
Build meeting effectiveness analysis using Coefficient
Coefficientimports all Event object fields and enables meeting effectiveness analysis through custom calculations and cross-object relationships. You can track meeting impact on deal progression and identify the most effective meeting patterns.
How to make it work
Step 1. Import core Event fields for meeting basics.
Pull in Subject, StartDateTime, EndDateTime, Duration, Location, WhoId (Primary Contact), WhatId (Related To), OwnerId, and Description. These fields provide the foundation for meeting tracking and analysis.
Step 2. Add meeting-specific custom fields.
Include fields like Meeting_Type__c (Demo, Discovery, Proposal, Closing), Attendee_Count__c, Decision_Maker_Present__c, and Product_Discussed__c. These fields let you segment meeting effectiveness by type and attendee quality.
Step 3. Capture outcome and follow-up tracking.
Import Meeting_Outcome__c, Next_Steps__c, Follow_Up_Required__c, Meeting_Quality_Score__c, and Objections_Raised__c. These fields track what happened in meetings and what actions resulted from them.
Step 4. Calculate meeting effectiveness metrics.
Use Formula Auto Fill Down to create meeting-to-advancement ratios like =COUNTIFS(Meeting_Outcome__c,”Advanced”,Meeting_Type__c,”Demo”)/COUNTIF(Meeting_Type__c,”Demo”) to track which meeting types drive the best outcomes.
Step 5. Analyze meeting impact on deal progression.
Import Event data with related Opportunity stage changes to calculate metrics like “Meetings per stage advancement” or “Time from demo to proposal.” This shows the direct impact of meetings on deal velocity.
Step 6. Track meeting pipeline and completion rates.
Use Snapshots to track scheduled vs. completed meetings over time. Create formulas that identify meeting pipeline health and completion patterns by rep or meeting type.
Turn meetings into measurable sales drivers
Start trackingComplete meeting field tracking reveals insights like “Discovery meetings with 3+ attendees including decision makers result in 60% faster deal progression.” This analysis helps you coach reps on meeting preparation and attendee targeting.meeting effectiveness with the fields that actually matter for sales outcomes.
