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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.”
Native Salesforce reports can’t simultaneously show weekly new unique additions alongside running yearly totals because the grouping mechanism treats each week as an isolated calculation.
You’ll discover how to build comprehensive client tracking that shows both weekly new unique additions and cumulative yearly totals in a single, automatically updated dashboard.
Track weekly new vs yearly unique clients using Coefficient
CoefficientSalesforceSalesforcecombinesdata access with advanced spreadsheet analytics to overcome the grouped reporting limitations. This approach lets you track granular weekly insights and comprehensive yearly tracking in one solution that updates automatically with newdata.
How to make it work
Step 1. Import client data with automated refresh.
Use Coefficient to import client/account data with fields like Account ID, Name, Created Date, and First Activity Date. Include custom SOQL queries to capture specific client engagement metrics. Set up daily automated refresh to capture new clients as they’re added to your system.
Step 2. Calculate weekly new unique clients.
Create a formula to identify new unique clients each week:. The First_Occurrence_Flag identifies if this is the account’s first appearance this year, ensuring you count only genuinely new clients.
Step 3. Build cumulative yearly tracking.
Use this formula for running yearly totals:. This maintains a cumulative count of unique clients year-to-date while preserving weekly granularity.
Step 4. Create your comprehensive dashboard.
Build weekly summary tables showing New Unique Clients, Cumulative Year-to-Date Total, and Growth Rate. Add visual charts comparing weekly acquisition trends. Set up automated Slack or email alerts when weekly targets are exceeded to keep your team informed in real-time.
Step 5. Add advanced analysis capabilities.
Use Coefficient’s append new data feature to maintain historical weekly snapshots. Create cohort analysis showing client retention by week of acquisition. Export updated metrics back to Salesforce custom objects so your broader team can access the insights directly in their workflow.
Get comprehensive client tracking
Start trackingThis solution provides both granular weekly insights and comprehensive yearly tracking that automatically updates with new data.your client acquisition metrics with full historical context today.
