)
Written by
Table of Contents
“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 visualization capabilities have significant limitations when trending departmental data over rolling 30-day periods, restricting you to basic chart types and static date ranges.
Here are advanced visualization techniques that provide the sophisticated departmental trending analysis your organization needs with automated updates.
Create advanced T-30 departmental visualizations using Coefficient
CoefficientSalesforcespreadsheetsenables advanced visualization techniques for T-30 departmental trending by importing yourdata intowhere you can build sophisticated charts and analysis that Salesforce’s basic chart types cannot deliver.
How to make it work
Step 1. Import departmental data with all date fields.
Connect Coefficient to Salesforce and import your departmental performance data including all relevant date fields, metrics, and department assignments. This creates the foundation for advanced trending analysis.
Step 2. Build daily rolling trend calculations.
Create charts that show daily rolling 30-day averages, eliminating the “stair-step” effect of weekly or monthly aggregations. Use formulas like =AVERAGE(OFFSET(Revenue_Range, ROW()-30, 0, 30, 1)) to calculate each day’s trailing 30-day performance.
Step 3. Create department comparison heatmaps.
Build color-coded matrices showing each department’s performance against targets using conditional formatting capabilities not available in Salesforce dashboards. Visualize department performance variations across the rolling 30-day period with instant visual recognition.
Step 4. Build trend acceleration analysis.
Calculate and visualize whether departmental trends are accelerating or decelerating using second-derivative calculations. Use formulas like =(Current_T30_Avg – Previous_T30_Avg) – (Previous_T30_Avg – Prior_T30_Avg) to identify trend changes.
Step 5. Create multi-metric trending visualizations.
Build combo charts showing multiple departmental KPIs like revenue, activity volume, and conversion rates on the same timeline with different Y-axes. This functionality is difficult to achieve with Salesforce’s chart limitations.
Step 6. Set up automated visualization updates.
Schedule daily refreshes so your trending visualizations automatically incorporate new data and advance the rolling 30-day window without manual chart updates. Your advanced visualizations stay current automatically.
Start building advanced departmental visualizations
Get startedThese advanced visualization techniques provide departmental insights that Salesforce’s basic chart types and static filtering cannot deliver.creating sophisticated T-30 departmental trending visualizations today.
