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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.”
Salesforce Lightning dashboards refresh every 15 minutes at best, which isn’t fast enough for real-time activity monitoring. Sales managers need immediate visibility into rep activity levels to provide timely coaching and support.
Here’s how to build near real-time activity tracking dashboards that provide the immediate insights your sales team needs.
Create enhanced real-time activity monitoring using Coefficient
CoefficientSalesforceprovides near real-time activity tracking through hourly refresh schedules and automated alert systems. By importing tasks, events, and call data from, you can create comprehensive activity dashboards that update far more frequently than native Lightning components allow.
SalesforceThe solution combines frequent data refreshes with automated alerting to give sales managers immediate visibility when activity levels change. This approach surpasses whatdashboard permissions and refresh capabilities can deliver.
How to make it work
Step 1. Import comprehensive activity data.
Set up imports for Tasks, Events, and Call records for all sales reps. Use filtered imports to focus on specific activity types or time periods. Include fields like activity date, type, status, and assigned user to build complete activity profiles.
Step 2. Create activity scoring formulas.
Build formulas that calculate daily and weekly activity scores based on calls, emails, meetings, and other activities. Use weighted scoring to reflect the relative importance of different activity types. Apply these calculations automatically using Formula Auto Fill Down.
Step 3. Set up hourly refresh schedules.
Configure your activity imports to refresh every hour for near real-time tracking. This provides much more current data than standard Salesforce dashboard refresh rates. Schedule refreshes during business hours when activity monitoring is most critical.
Step 4. Build automated alert systems.
Set up Slack and email alerts that trigger when rep activity levels fall below targets or when significant changes occur. Configure alerts to notify managers immediately when intervention might be needed. Use conditional formatting to highlight performance issues visually.
Step 5. Create comparative activity dashboards.
Build side-by-side comparisons of rep activity levels, team performance trends, and individual progress tracking. Use charts and conditional formatting to make performance patterns immediately visible. Include rolling averages to smooth out daily variations.
Step 6. Implement historical activity tracking.
Use snapshots to preserve daily activity data and track performance trends over time. Configure Append New Data to maintain cumulative activity records while incorporating new data. This creates a comprehensive activity history for coaching and performance reviews.
Monitor sales activity in real time
Get startedThis enhanced approach provides the immediate activity visibility that sales managers need but can’t get from standard Salesforce Lightning dashboards. You’ll identify performance issues faster and provide more timely coaching support.with real-time activity tracking today.
