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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.”
Revenue and opportunities only tell part of your sales story. The best sales leaderboards track activity metrics, pipeline quality, and conversion rates to predict future performance and identify coaching opportunities.
This guide shows you which metrics to track and how to calculate them automatically from your Salesforce data.
Track comprehensive sales metrics using Coefficient
CoefficientSalesforceSalesforceautomatically syncs data fromandto calculate advanced KPIs that native dashboards struggle with. You get real-time updates on activity metrics, pipeline quality scores, and conversion rates without manual report building.
How to make it work
Step 1. Set up activity-based leading indicators.
Import Task records from Salesforce to track call volume, connection rates, and email sequences. Use COUNTIFS formulas to calculate daily prospecting activities and meeting-to-held ratios. These metrics predict future pipeline generation before it shows up in opportunity reports.
Step 2. Calculate pipeline quality metrics.
Pull Opportunity data to compute pipeline velocity using the formula: (# of deals × average deal size × win rate) ÷ sales cycle length. Add pipeline coverage ratios by dividing total pipeline value by remaining quota. The formula auto-fill feature ensures new data automatically inherits these calculations.
Step 3. Track conversion efficiency across stages.
Import OpportunityFieldHistory to calculate lead-to-opportunity conversion rates, demo-to-close ratios, and stage progression speeds. Use dynamic filtering to segment performance by territory, product line, or time period without rebuilding reports.
Step 4. Automate refresh schedules.
Set up hourly or daily refresh schedules to keep leaderboards current. Add conditional formatting to highlight top performers and trend analysis to compare metrics across multiple time periods.
Build your complete sales performance picture
Start trackingThese comprehensive metrics give you the full view of sales performance that revenue alone can’t provide.these advanced KPIs to identify coaching opportunities and predict future results.
