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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.”
Most sales engagement platforms give you basic usage reports, but they don’t show you the full picture of how individual users are actually adopting the platform.
Here’s how to build comprehensive user activity tracking that reveals adoption patterns and helps you identify who needs coaching support.
Connect your sales engagement platform data to spreadsheets using Coefficient
Coefficient pulls comprehensive user activity data directly from your sales engagement platform’s API into Google Sheets or Excel. This gives you access to login frequency, feature usage, and engagement metrics that you can’t get from native platform reporting.
How to make it work
Step 1. Import user activity data from your sales engagement platform.
Connect to platforms like Outreach, SalesLoft, or Groove to pull user activity logs, login frequency, feature usage, and engagement metrics. Use Salesforce integration to combine this with CRM data for complete user profiles.
Step 2. Create custom adoption scoring formulas.
Build formulas that combine multiple activity types: login frequency, emails sent, cadences created, and prospects added. Weight each activity by importance to create meaningful adoption scores that reflect actual platform value.
Step 3. Set up dynamic filtering for user segments.
Use Coefficient’s AND/OR filtering to segment users by team, role, or tenure. This lets you calculate adoption rates for different user groups and identify patterns across your organization.
Step 4. Configure automated refresh and alerts.
Schedule hourly or daily data refreshes to maintain real-time visibility. Set up Slack or email alerts when adoption rates drop below thresholds or when users become inactive for specified periods.
Step 5. Use Formula Auto Fill Down for ongoing calculations.
Automatically calculate new adoption scores as fresh activity data imports. This keeps your user scorecards current without manual formula copying.
Start tracking user adoption patterns today
Custom adoption scoring reveals which users are getting value from your sales engagement platform and which need additional support. Get started with Coefficient to build automated user activity tracking that updates in real-time.
