Scoop is able to grab your data from Copper to enable sophisticated visualization and analysis.

Copper Objects

Scoop allows you to extract all main objects in Copper:

• Leads
• People
• Companies
• Opportunities
• Projects
• Tasks
• Activities
• Users

Typical Use Cases with Copper Only

Typical use cases for Scoop with Copper data only include:

• General sales reporting with better visuals and analysis
• Weekly forecasting or pipeline views that leverage snapshotting to review changes
• Snapshotting any/all attributes on any object like Opportunities
• Analyzing sales processes to understand conversion rates and cycle times

Combining Copper data with other types of data opens up very powerful analysis options that can really help a marketer optimize their performance.

AI-Assisted Setup

When connecting Copper to Scoop, choose "Guide me with AI" for an intelligent, guided setup experience.

Available Analysis Templates

Example Questions You Can Answer

Sales Pipeline:

• "What's our pipeline value by stage?"
• "Which opportunities are closest to closing?"
• "What's our average deal size by owner?"
• "What's our win rate by deal owner?"
• "How has average deal size trended over time?"

Lead & Contact Management:

• "How many leads were created this month?"
• "Which companies have the most contacts?"
• "What's our lead-to-opportunity conversion rate?"
• "What's the average time from lead creation to opportunity?"
• "Which lead sources have the highest conversion rate?"

Engagement:

• "What's the activity volume per opportunity?"
• "Which contacts have the most engagement?"
• "How does activity correlate with deal progression?"
• "What's the average number of activities before a deal closes?"
• "Which activity types correlate with higher win rates?"

Need Something Different?

If the templates above don't match your needs, select "Something else" and describe what you want to analyze. For example:

• "I want to track deals by a custom field"
• "I need to combine lead and opportunity data"
• "I want to focus on a specific date range"

Scoop's AI will recommend the right configuration for your specific use case.

Snapshotting for Pipeline Analysis

Configure your Opportunities and Leads extracts as Snapshot datasets to track changes over time:

• Track deal progression through pipeline stages
• Measure stage conversion rates
• Identify deals that are slipping
• Compare pipeline snapshots week-over-week

Pro Tip: Enable snapshotting on day one. Sales ops teams typically need 30-90 days of snapshot history for meaningful cycle time and conversion analysis.

Copper Instant Recipes

Scoop has several instant recipes created for Copper to get you started quickly. The recipes are pipeline waterfall, sales operations, sales team performance, and deal distribution.

• Pipeline waterfall: Gain powerful insights into every shift in your sales pipeline with advanced waterfall analysis. Track what’s been added, removed, won, lost, or resized across your entire pipeline, broken down by individual deal owner and deal type. Dive deeper into specific deals to take immediate action and drive results
• Sales operations: Gain powerful insights into every shift in your sales pipeline with advanced waterfall analysis. Track what’s been added, removed, won, lost, or resized across your entire pipeline, broken down by individual deal owner and deal type. Dive deeper into specific deals to take immediate action and drive results
• Sales team performance: Access real-time sales metrics like pipeline performance, deal velocity, and forecasting directly from Copper. This recipe consolidates key data to offer immediate insights, helping you track trends and optimize your sales operations​
• Deal distribution: Understand which types of deals are being done and who is doing them. With deal distribution analysis you can see at a glance where your business is coming from​

Copper Snapshotting

One of the biggest uses of Scoop for Copper is snapshotting. Scoop can snapshot your deals automatically. This allows for critical analysis of fundamental sales processes by understanding how things change in a sales process and why. Scoop allows Copper users to snapshot their deals and detect, track and report on all changes, how fast those changes occur and at what rates - allowing deep insights into the sales process.

Connecting to Copper

To connect to Copper as a data source, create a new dataset linked to Copper. First, on the datasets page, select applications as a source:

Next, select Copper:

Selecting an Object and Fields

After selecting Copper, you can select which object you want to extract and which fields you wish to extract. Please note that Scoop will automatically snapshot your Opportunities object and will synchronize your other objects.