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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 dashboard chart types are significantly limited when displaying rolling 30-day trends, restricting you to basic line charts and bar charts with minimal customization options.
Here’s how to access advanced chart types that provide sophisticated trending visualizations with automated updates that business users need for comprehensive analysis.
Access advanced chart types using Coefficient
CoefficientGoogle SheetsExcelenables access to advanced chart types for rolling 30-day trends throughandby importing your Salesforce data where you can build sophisticated visualizations that Salesforce’s basic chart limitations cannot provide.
How to make it work
Step 1. Import your trending data from Salesforce.
Connect Coefficient to Salesforce and import the data you need for rolling 30-day trend analysis. Include all date fields and metrics you want to visualize with advanced chart types.
Step 2. Create sparkline trend indicators.
Build compact trend visualizations using =SPARKLINE() functions that show 30-day trending patterns within individual dashboard cells. These are perfect for executive summary views showing multiple KPI trends simultaneously in a compact format.
Step 3. Build conditional formatting heatmaps.
Create color-coded trend matrices where each cell represents a day in the rolling 30-day period, with colors indicating performance levels. This provides instant visual recognition of trending patterns that traditional line charts miss.
Step 4. Create combo charts with multiple Y-axes.
Display volume metrics like leads and opportunities on one axis and percentage metrics like conversion rates and win rates on another axis within the same rolling 30-day visualization. This functionality Salesforce cannot provide natively.
Step 5. Add regression trend analysis.
Include automatic trendlines with R-squared values and slope calculations to quantify whether your rolling trends are statistically significant. Use =SLOPE(Y_Values, X_Values) for trend strength measurement and forecasting.
Step 6. Build waterfall charts for contribution analysis.
Show how individual components contribute to rolling 30-day totals, breaking down departmental or product contributions to overall performance trends. Visualize exactly what’s driving your trending performance.
Step 7. Set up automated chart updates.
Schedule refreshes so your advanced chart types automatically incorporate new data and maintain the rolling 30-day window without manual recreation. Your sophisticated visualizations stay current automatically.
Start using advanced chart types today
Get startedThese advanced visualization capabilities provide insights that Salesforce’s basic chart limitations cannot deliver, giving you the sophisticated analysis your business needs.building advanced rolling 30-day trend visualizations today.
