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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.”
Native Salesforce dashboard components can only display data from a single report source, forcing you to create complex joined reports or use multiple separate components to view related data together.
Here’s how to bypass this limitation and create unified dashboard views that combine data from multiple reports seamlessly.
Import multiple reports into a single spreadsheet using Coefficient
Coefficient lets you import multiple Salesforce reports directly into a single spreadsheet where they can be combined and visualized together. This approach gives you more flexibility than native dashboards while keeping all your data synchronized.
How to make it work
Step 1. Import your first Salesforce report.
Open Coefficient in your spreadsheet and select “From Existing Report” to connect to your first report. Choose your Pipeline Report, Lead Source Report, or any other report you want to include in your combined dashboard.
Step 2. Add additional reports to separate sheets.
Create new sheets within the same workbook and import each additional report using the same “From Existing Report” method. For example, add your Campaign Performance Report to Sheet 2 and your Lead Source Report to Sheet 3.
Step 3. Create a master dashboard sheet.
Add a new sheet that will serve as your unified dashboard. Use formulas like VLOOKUP, SUMIF, and INDEX/MATCH to pull data from your imported reports and create cross-report metrics that would be impossible with single-report dashboard components.
Step 4. Set up synchronized refreshing.
Use Coefficient’s “Refresh All” feature to update all imported reports simultaneously. Set up automated refresh schedules (hourly, daily, or weekly) to keep your combined dashboard current without manual intervention.
Step 5. Apply Formula Auto Fill Down for dynamic calculations.
Enable Formula Auto Fill Down to automatically extend your cross-report calculations to new rows as data refreshes. This ensures your dashboard metrics stay accurate as new data arrives from multiple sources.
Start building unified dashboards today
Combining multiple Salesforce reports into a single view doesn’t have to require complex joined reports or fragmented dashboard components. Get started with Coefficient to create flexible, unified dashboards that update automatically.
