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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 dashboards require separate components for each report source, creating fragmented views that don’t allow for unified data analysis across multiple report links.
You’ll learn how to import data from multiple report links into a single spreadsheet-based dashboard that provides the unified analysis Salesforce can’t deliver natively.
Connect multiple report links through spreadsheet integration using Coefficient
Coefficient allows you to import data from multiple Salesforce report links into a single spreadsheet workbook. Once imported, you can create unified calculations, charts, and dashboards that span multiple report data sources.
How to make it work
Step 1. Connect to your first report link.
Use Coefficient’s “From Existing Report” import method to connect directly to your first Salesforce report link. The system will automatically pull all available fields and data from that report into your spreadsheet.
Step 2. Import additional report links to the same workbook.
Add new sheets within your workbook and repeat the import process for each additional report link. Coefficient respects your existing Salesforce report permissions, so you can only import reports you already have access to.
Step 3. Configure synchronized refresh schedules.
Set up refresh schedules so all your imported report data updates simultaneously. This prevents data inconsistencies that occur when dashboard components refresh independently at different times.
Step 4. Create cross-report formulas and visualizations.
Build formulas that combine data from all your imported sources. Use dynamic filters that point to cell values, allowing you to filter across multiple imported reports simultaneously without editing individual import settings.
Step 5. Build unified dashboard views.
Create charts, pivot tables, and summary metrics that span all your imported report sources. This gives you the comprehensive view that’s impossible with native Salesforce dashboard components limited to single report sources.
Transform fragmented reporting into unified insights
Stop managing separate dashboard components for each report link. Start building unified dashboards that combine data from multiple Salesforce report sources in one comprehensive view.
