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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.”
You can track stale Salesforce opportunities and get automated alerts without adding custom fields or bothering your admin team. Coefficient lets you pull opportunity data into spreadsheets, calculate activity aging, and set up smart notifications.
Here’s how to build an automated system that monitors deal activity and sends alerts when opportunities go quiet for too long.
Track inactive opportunities using Coefficient
Instead of creating custom fields in Salesforce , you can use Coefficient to import your opportunities data and calculate activity aging in your spreadsheet. This approach keeps your CRM clean while giving you powerful monitoring capabilities.
How to make it work
Step 1. Import your Salesforce opportunities data.
Connect Coefficient to Salesforce and import opportunities with these key fields: Opportunity Name, Owner, Stage, Last Activity Date, and Last Modified Date. Set the import to refresh automatically (hourly or daily) so you’re always working with current data.
Step 2. Calculate days since last activity.
Use Coefficient’s AI Sheets Assistant to create a formula that calculates inactivity. Ask it: “Calculate the number of days between the Last Activity Date and today.” The AI will generate something like: =IF(D2=””,TODAY()-E2,TODAY()-D2) which uses Last Modified Date as a fallback when no activity exists.
Step 3. Set up conditional alerts.
Create a helper column that flags opportunities inactive for 30+ days using a simple formula like =IF(F2>30,”ALERT”,””). Then configure Coefficient’s alert system to trigger when this condition is met. Set up scheduled checks (daily at 9 AM works well) and customize your message with dynamic variables like “{{Opportunity Name}} owned by {{Owner}} has been inactive for {{Days Since Activity}} days.”
Step 4. Configure notification delivery.
Choose between Slack notifications or email alerts. You can route alerts to different channels based on opportunity ownership, include screenshots of the relevant data, and even send to both reps and managers. The system supports rich formatting that native Salesforce alerts can’t match.
Start monitoring your pipeline today
This setup takes just a few minutes and provides better pipeline visibility than Salesforce’s native reporting. You get flexible thresholds, rich notifications, and zero CRM configuration headaches. Try Coefficient to start tracking your stale opportunities automatically.
