ActivTrak’s Salesforce Integration: Data Glossary

sf_daily_user_summary

This is a pre-aggregated Salesforce dataset integrated through Activtrak ActivConnect. 

The key fields are # of leads converted, opportunities created and tasks completed.

Field

Type

Definition

at_account_id

INTEGER

ActivTrak account number

at_user_id

STRING

ActivTrak user ID

date

DATE

Date

email

STRING

User email address

first_name

STRING

User first name

last_name

STRING

User last name

leads_converted

INTEGER

# of leads converted. Lead converted means the qualified lead.

sf_user_id

STRING

SalesForce user ID

opps_created

INTEGER

# of opportunities created

task_completed

INTEGER

# of tasks completed

Output Metrics

This is a table created inside PowerBI to store the calculated fields using the raw data from sf_daily_user_summary

# of Leads Qualified Per Sales Tools & Email & Meeting Hour

FLOAT

# of Qualified Leads / Total Sales Tools, Email & Meeting Hrs. As known as Qualified Leads/Hr Ratio in the visuals

# of New Opportunities Per Sales Tools & Email & Meeting Hour

FLOAT

# of New Opportunities / Total Sales Tools, Email & Meeting Hrs. As known as New Opportunities/Hr Ratio in the visuals

# of Tasks Completed Per Sales Tools & Email & Meeting Hour

FLOAT

# of Completed Tasks / Total Sales Tools, Email & Meeting Hrs. As known as Completed Tasks/Hr Ratio in the visuals

Delta Leads Qualified

FLOAT

The delta between individual and group average on # of leads qualified

Delta Tasks Completed Formatted

FLOAT

The formatted delta between individual and group average on # of tasks completed

Delta Opportunities Created Formatted

FLOAT

The formatted delta between individual and group average on # of opportunities created

Delta Leads Qualified Formatted

FLOAT

The formatted delta between individual and group average on # of leads qualified

Delta Opportunities Created

FLOAT

The delta between individual and group average on # of opportunities created

Delta Tasks Completed

FLOAT

The delta between individual and group average on # of tasks completed

Group Avg # of Leads Qualified

FLOAT

The group average of # of leads qualified

Group Avg # of Opportunities Created

FLOAT

The group average of # of opportunities created

Group Avg # of Tasks Completed

FLOAT

The group average of # of tasks completed