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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’s native dashboards cannot effectively correlate email volume with lead source data because standard reports can’t join EmailMessage or Task data with Lead source information across objects.
You’ll learn how to create automated dashboards that show exactly how much email effort goes into nurturing leads from different sources, helping optimize your lead nurturing strategy.
Track email volume by lead source using Coefficient
CoefficientSalesforceSalesforcesolves this by enabling complex data relationships and custom dashboard creation that correlates email activities with lead source data across multipleobjects in ways that nativedashboards simply cannot deliver.
How to make it work
Step 1. Import multi-object data with lead sources.
Extract EmailMessage and Task data alongside Lead and Contact records with source information. Use custom SOQL queries to join email activities with lead source data in a single import.
Step 2. Set up dynamic lead source filtering.
Create dynamic filters that allow dashboard users to analyze email volume for specific lead sources without reconfiguring imports. Use cell-referenced filters for flexible analysis.
Step 3. Build automated lead source categorization.
Use spreadsheet formulas to group email activities by original lead sources. Create VLOOKUP and INDEX/MATCH formulas that automatically categorize email volume by source.
Step 4. Create time-based email volume analysis.
Apply date range filters to track email volume trends by lead source over time. Monitor which sources require increasing or decreasing email nurturing efforts.
Step 5. Schedule automated dashboard updates.
Set up refresh schedules to ensure email volume by lead source data remains current. Configure daily or weekly updates to maintain accurate nurturing insights.
Step 6. Build visual email volume distributions.
Create charts in your spreadsheet showing email volume distributions across different lead sources. Use bar charts and pie charts to visualize nurturing effort allocation.
Optimize your lead nurturing strategy
Build your dashboardStop guessing which lead sources need the most email nurturing. Coefficient provides the email volume insights by lead source that help you understand nurturing efficiency and optimize your sales process.and start making data-driven nurturing decisions.
