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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.”
Static dashboards built from CSV exports become outdated quickly and lack the analytical power your support team needs. You can create live Excel dashboards that refresh automatically with fresh Salesforce case data every morning.
Here’s how to build comprehensive case dashboards that maintain real-time relevance with superior visualization capabilities.
Create dynamic case dashboards with morning automation using Coefficient
Coefficient enables true live Excel dashboards by establishing persistent connections to Salesforce case data with automated morning refreshes. Unlike static dashboards, these maintain real-time relevance while leveraging Excel’s superior visualization and calculation capabilities.
How to make it work
Step 1. Import comprehensive case data.
Connect to your Salesforce Case object and select fields like Status, Priority, Created Date, Resolution Time, and any custom fields you track. Include related Account and Contact information for additional context.
Step 2. Apply filters for focused insights.
Filter for specific case types, support teams, or time periods that matter most to your dashboard. Use Coefficient’s AND/OR logic to create precise data sets that match your reporting needs.
Step 3. Schedule automatic morning refreshes.
Configure daily refreshes at 7:00 AM (or your preferred time) so fresh case data is ready before team meetings. Set your timezone preferences to ensure accurate scheduling.
Step 4. Build advanced case metrics.
Create calculated columns for SLA compliance, average resolution times, case aging, and other metrics. Excel handles complex time-based calculations and trending analysis that Salesforce dashboards struggle with natively.
Step 5. Design comprehensive visualizations.
Use Excel’s unlimited chart types, conditional formatting for status indicators, and advanced pivot tables for multi-dimensional analysis. Create custom KPI calculations and flexible layouts that Salesforce dashboard components can’t match.
Step 6. Set up self-maintaining calculations.
Coefficient’s Formula Auto Fill Down feature ensures calculated metrics extend automatically to new cases, maintaining dashboard functionality as case volumes fluctuate without manual intervention.
Transform morning case reviews with automated insights
Live case dashboards eliminate the manual routine of pulling case reports before daily stand-ups while providing superior analytical capabilities. Your support team gets comprehensive case visibility automatically every morning. Build your first live case dashboard today.
