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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 convert dashboard KPI tiles to Excel charts by importing the underlying metrics and dimensions, then recreating KPI calculations with enhanced flexibility and automated data refresh capabilities.
This approach often provides superior KPI analysis compared to dashboard limitations, including custom calculation flexibility and the ability to combine KPIs from multiple data sources.
Transform KPI tiles into dynamic Excel charts using Coefficient
CoefficientHubSpotsupports KPI conversion by automating the data foundation that powers KPI calculations. You get more flexibility than native dashboard KPI limitations, with the ability to create custom calculations and combine data from sources likeand Salesforce.
The key advantage is enhanced analytical capabilities with historical trending, threshold alerts, and the ability to build complex KPI formulas that many dashboards can’t support natively.
How to make it work
Step 1. Identify source data and calculations behind each KPI tile.
Document the underlying metrics, dimensions, and calculation logic for each dashboard KPI. Note any filters, date ranges, or business logic applied to understand how to recreate the KPI accurately.
Step 2. Import underlying metrics with custom field selection.
Use Coefficient to import the specific data fields needed for KPI calculations. Apply business logic filters to focus on relevant data segments for each KPI, ensuring accuracy matches your dashboard.
Step 3. Set up multiple object imports for complex KPIs.
Pull related data from different sources when KPIs require cross-object calculations. This enables more sophisticated KPI analysis than single-source dashboard limitations.
Step 4. Recreate KPI calculations using Excel formulas.
Build KPI calculation formulas that reference your Coefficient-managed data ranges. Use Excel’s advanced formula capabilities to create more complex calculations than dashboard KPIs typically support.
Step 5. Create KPI visualization charts.
Build Excel charts that visualize KPI performance using gauges, trend lines, comparison charts, or other formats. Excel’s charting flexibility often exceeds dashboard KPI display options.
Step 6. Configure refresh schedules for current KPI data.
Set up automated refreshes that match your dashboard’s KPI update frequency. Enable Formula Auto Fill Down so KPI calculations automatically extend when new data arrives.
Step 7. Set up threshold alerts for KPI monitoring.
Use Coefficient’s alert capabilities to notify when KPIs cross threshold values or show significant changes. This provides proactive KPI monitoring beyond typical dashboard capabilities.
Enhance your KPI analysis capabilities
Start buildingThis workflow transforms static dashboard KPI tiles into dynamic Excel charts with enhanced calculation flexibility and automated monitoring capabilities.your advanced KPI analysis solution today.
