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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.”
A comprehensive activity report needs task identification fields (ID, Subject, Type, Status), timing data (CreatedDate, ActivityDate, CompletedDateTime), relationship fields (WhoId, WhatId, Account.Name), and outcome tracking (CallDisposition, Next_Steps__c, Meeting_Outcome__c).
SalesforceNativereports struggle with complex data relationships and calculations across Task and Event objects. Here’s how to build complete activity analysis with all the data points that matter.
Build comprehensive activity reports using Coefficient
CoefficientSalesforceovercomeslimitations by importing complete Task and Event data with custom calculations and cross-object relationships. You can analyze activity patterns, sequences, and outcomes that aren’t possible with standard reporting.
How to make it work
Step 1. Import core Task data points.
Pull in identification fields like Task ID, Subject, Type, Priority, and Status. Add timing fields including CreatedDate, ActivityDate, and CompletedDateTime to track activity lifecycle and completion patterns.
Step 2. Include Event data for meetings and calls.
Import Event fields like StartDateTime, EndDateTime, Duration, EventSubtype, and attendance fields. Add custom fields like Meeting_Outcome__c, Follow_Up_Required__c, and Next_Meeting_Scheduled__c to track meeting effectiveness.
Step 3. Add relationship and ownership data.
Include WhoId (Lead/Contact), WhatId (Account/Opportunity), OwnerId, and related object fields like Account.Name, Lead.Status, and Opportunity.StageName. This gives context for every activity without separate lookups.
Step 4. Create calculated fields for analysis.
Use Formula Auto Fill Down to create metrics like “Days to Complete” with =ActivityDate-CreatedDate or “Overdue Tasks” with =IF(ActivityDate
Step 5. Build activity sequence analysis.
Import related tasks in chronological order to analyze activity patterns. Create formulas that identify activity sequences like “Email→Call→Meeting” to understand what patterns lead to success.
Step 6. Set up cross-object outcome analysis.
Use custom SOQL queries to combine Task/Event data with Opportunity stages and outcomes. Write queries like “SELECT Id, Subject, (SELECT Id, Subject FROM Tasks) FROM Opportunity WHERE CloseDate = THIS_QUARTER” for complex analysis.
Turn activity data into actionable insights
Start buildingComplete activity data lets you build scorecards showing task completion rates, meeting effectiveness, and follow-up compliance. You can identify which activity patterns drive the best outcomes and coach your team accordingly.comprehensive activity reports that actually improve sales performance.
