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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.”
Coefficient transforms Google Sheets into a powerful sales command center for tracking Salesforce opportunity engagement. You can build comprehensive engagement metrics, automated dashboards, and real-time visibility without leaving your spreadsheet.
This approach gives sales managers deeper insights than native Salesforce reports, with the flexibility to customize engagement scoring and tracking methods.
Create your engagement tracking system using Coefficient
You can import multi-dimensional Salesforce data, build custom engagement metrics, and create manager-friendly dashboards that update automatically. This provides 360-degree visibility into deal health and team performance.
How to make it work
Step 1. Import comprehensive Salesforce data.
Use Coefficient to pull opportunities with all standard fields, related activities (tasks, events, emails), and contact roles. The system handles associations automatically, so you get related records in a single import without complex joins.
Step 2. Build engagement metrics with AI assistance.
Ask Coefficient’s AI Sheets Assistant to create formulas for engagement scoring. Request calculations like “weighted engagement score based on activity recency and frequency” or “average response time between activities.” The AI generates complex formulas like engagement momentum tracking and stakeholder coverage analysis.
Step 3. Design manager-friendly dashboards.
Use the AI Assistant to create heat maps showing engagement levels by rep and stage, trend charts displaying engagement over time, and pivot tables summarizing team performance. Add conditional formatting to visually flag low-engagement opportunities and create drill-down capabilities for detailed analysis.
Step 4. Enable real-time visibility and alerts.
Set up hourly auto-refresh for live data sync, configure predictive alerts for opportunities likely to stall, and create coaching opportunity identification. Build team comparison views and win/loss correlation analysis to understand how engagement affects outcomes.
Get deeper sales insights than native Salesforce
This system provides sales manager visibility that far exceeds Salesforce’s native dashboard capabilities, especially for complex engagement analytics. You get customizable scoring, historical tracking, and predictive insights. Build your engagement tracking system today.
