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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 dashboard limitations prevent tracking weekly call metrics across both Leads and Contacts in single dashboard components. Native dashboards require separate components for each object, making unified call tracking visualization impossible without custom development.
Here’s how to build comprehensive weekly call metrics dashboards with automated tracking and team performance analytics spanning your entire prospect lifecycle.
Build comprehensive weekly metrics using Coefficient
CoefficientSalesforceSalesforcedelivers comprehensive weekly call metrics through scheduling capabilities and cross-object integration. You’ll create unified call performance dashboards with automated tracking thatandnative dashboards can’t provide due to object separation limitations.
How to make it work
Step 1. Set up automated weekly call collection.
Schedule hourly or daily refreshes of Lead call activities filtered by Activity Type = “Call” using “From Objects & Fields.” Create parallel imports of Contact call activities with identical filtering criteria. Include weekly date grouping and call outcome fields for comprehensive metrics calculation.
Step 2. Build unified weekly call formulas.
Create spreadsheet formulas calculating weekly call volumes across both objects using =COUNTIFS(CallDate:CallDate,”>=”&A2,CallDate:CallDate,”<"&A2+7) where A2 contains your week start date. Build owner-level weekly call tracking with target comparisons using =COUNTIFS(CallOwner:CallOwner,B2,CallDate:CallDate,">=”&A2,CallDate:CallDate,”<"&A2+7).
Step 3. Create call outcome distribution metrics.
Generate call outcome analysis using formulas like =COUNTIFS(CallOutcome:CallOutcome,”Connected”,CallDate:CallDate,”>=”&A2)/COUNTIFS(CallDate:CallDate,”>=”&A2) for weekly connection rates. Track outcomes including connected, no answer, voicemail, and busy across both lead and contact calls.
Step 4. Build week-over-week trend analysis.
Use Historical Snapshots to preserve weekly call metrics for trend analysis. Create formulas comparing current week performance to previous weeks like =(ThisWeek-LastWeek)/LastWeek*100 for percentage change calculations. Track call-to-meeting conversion rates spanning Lead→Contact progression.
Step 5. Create team performance rankings.
Build weekly team performance rankings across unified call data using RANK functions like =RANK(B2,CallCounts:CallCounts,0) where CallCounts contains weekly call totals per owner. Create comparative dashboards showing individual performance against team averages.
Step 6. Enable automated weekly reporting.
Configure Scheduled Snapshots for weekly preservation of call metrics. Set up email alerts through Google Sheets for automated weekly performance summaries sent to managers. Enable dashboard refresh automation that updates weekly metrics without manual intervention.
Transform your weekly call tracking today
Start buildingThis approach creates comprehensive weekly performance management across your entire prospect-to-customer journey with automated tracking, trend analysis, and team collaboration insights that Salesforce’s limited native capabilities can’t deliver.your unified weekly call dashboard now.
