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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.”
Salesforce’s native dashboard filtering can’t apply a single filter across components built from unrelated objects, even when they share a common “Business Line” field. This forces you to maintain separate dashboards for each business line value.
Here’s how to create unified cross-object filtering that eliminates dashboard duplication and gives you the dynamic filtering control Salesforce can’t provide natively.
Create unified cross-object filtering using Coefficient
CoefficientHubSpotHubSpotsolves this cross-object filtering challenge by importing data from multiple Salesforce objects into a single spreadsheet environment. You can then apply dynamic filtering across all objects simultaneously, regardless of their relationships inor.
How to make it work
Step 1. Import your Opportunities data with Business Line field.
Use Coefficient’s Salesforce connector to pull your Opportunities data, making sure to include the Business Line field and any other relevant fields like close date, amount, and stage. This becomes your primary dataset for pipeline analysis.
Step 2. Import Leads data in a separate section.
Pull your Leads data into the same spreadsheet, including the Business Line field and key metrics like lead source, status, and created date. Keep this data in adjacent columns or a separate tab for organization.
Step 3. Import custom objects with Business Line fields.
Add your custom Quota and Forecast objects to the same workbook, ensuring each import includes the Business Line field. This creates a comprehensive dataset spanning all your business line reporting needs.
Step 4. Create a dynamic filter cell.
Set up a dropdown cell where users can select the desired business line. Include options for individual business lines plus an “All Business Lines” selection for comprehensive views.
Step 5. Configure dynamic filtering across all imports.
Use Coefficient’s dynamic filtering capability to point all your imports to the same filter cell. Set up AND/OR logic to handle complex filtering scenarios and ensure all datasets respond to the same business line selection.
Step 6. Set up automated refresh scheduling.
Configure hourly, daily, or weekly refresh schedules to keep your unified dashboard current with Salesforce data. This maintains data integrity while providing the consolidated view Salesforce dashboards cannot achieve.
Transform fragmented reporting into unified analysis
Get startedThis approach eliminates the need for multiple identical dashboards while enabling real-time filtering across all objects simultaneously. Users can switch between business lines instantly without navigating between different dashboards.with Coefficient to build your unified cross-object filtering solution today.
