Quip Engagement Metrics Best Practices

General Best Practices for Quip Engagement Metrics

• To get comprehensive insights into your Quip engagement metrics plans, report on Salesforce objects in addition to Quip collaboration metrics.
• Build reports that focus on trends and trajectories rather than daily metric counts.
• Quip metrics are aggregated for a given day in Coordinated Universal Time (UTC), but Salesforce reports show metrics in your local time zone. To see more accurate metric dates, report on the Metric Date Only and Last Updated Date Only fields rather than Metric Date and Last Updated Date.

Report on Collaboration Document Metrics

When reporting on Quip document metrics, group the report by the Quip document ID to see a document’s complete Commenter Count, Editor Count, and Viewer Count. To calculate the sum of all engagement counts for a document, add a summary formula to the report.

Report on Collaboration User Engagement

When reporting on Quip user engagement, use the User records in Salesforce to sort users by department, manager, or another field.

Report on Salesforce Data with Quip Engagement

To get insights about data such as opportunity close rates with or without Quip, use Tableau CRM reporting rather than Salesforce reporting.