)
Written by
Table of Contents
“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’snative reporting has distinct limitations for both Tasks and Events reports versus Activities custom report types. Both struggle with cross-object field access and reliable data population, but in different ways that affect your ability to analyze activity patterns effectively.
Here’s how each report type falls short and what you can do to get comprehensive activity reporting that actually works.
Overcome both report types’ limitations using Coefficient
CoefficientSalesforceeliminates the reporting limitations of both Tasks/Events and Activities report types by giving you direct access to source data. This provides reliable cross-object capabilities that neitherreport type can deliver consistently.
How to make it work
Step 1. Import Tasks, Events, and Opportunities as separate datasets.
Pull data directly from each object using Coefficient’s “From Objects & Fields” method. For Tasks and Events, include Subject, Status, ActivityDate, and WhatId. For Opportunities, grab Name, Amount, Stage, CloseDate, and any custom fields you need.
Step 2. Create reliable relationships using spreadsheet functions.
Use VLOOKUP, XLOOKUP, or INDEX/MATCH to join the data exactly how you need it. Unlike Salesforce’s unreliable lookup field population, these functions work consistently every time. For example:
Step 3. Build custom metrics impossible in Salesforce reports.
Calculate conversion rates, time-based metrics, and activity frequency by deal characteristics. Create formulas liketo count completed tasks per opportunity.
Step 4. Set up dynamic filtering without data loss.
Apply complex filters using Coefficient’s dynamic filtering capabilities. Filter activities by subject, date, or status while maintaining complete opportunity visibility – something neither Salesforce report type handles well.
Step 5. Schedule automated refresh for real-time insights.
Set up hourly, daily, or weekly refresh schedules to keep your data current. Unlike Salesforce’s 2,000 row report limitations, you can analyze your complete dataset without restrictions.
Build activity reports that actually work reliably
Start buildingThis approach provides comprehensive activity-opportunity analysis that neither Salesforce report type can deliver effectively. You get reliable data population, complete field access, and the ability to create custom metrics that reveal real insights about your sales process.activity reports that give you the full picture of your sales team’s performance.
