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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.”
You can pull Salesforce dashboard data into Google Sheets by importing the underlying reports that power your dashboard components. Coefficient provides automated scheduling and better functionality than native Salesforce dashboards.
Here’s how to recreate your Salesforce dashboards in Google Sheets with automated data refresh and enhanced analysis capabilities.
Import dashboard reports with scheduled updates using Coefficient
While Coefficient can’t directly import dashboard components, it provides superior functionality by importing each underlying report separately with synchronized refresh schedules. This approach gives you more flexibility and customization options than Salesforce’s limited dashboard export capabilities.
How to make it work
Step 1. Identify your dashboard’s underlying reports.
Review your Salesforce dashboard and note which reports power each component. Most dashboard elements are built from standard reports like Pipeline, Lead Conversion, Campaign Performance, or custom reports you’ve created.
Step 2. Import each report to separate tabs.
Use Coefficient’s “From Existing Report” feature to import each dashboard report to its own tab within one Google Sheet. Name tabs clearly (like “Pipeline_Report,” “Lead_Conversion,” “Campaign_Data”) for easy navigation and reference.
Step 3. Set up synchronized refresh schedules.
Configure the same refresh timing across all dashboard-related imports (hourly, daily, or weekly). Use the “Refresh All” functionality to update all dashboard data simultaneously, ensuring consistent timing across your recreated dashboard.
Step 4. Build your consolidated dashboard view.
Create a master summary tab with cross-tab references and calculations that pull from your imported report tabs. Build dynamic charts and pivot tables that auto-update with each refresh, giving you a comprehensive dashboard view.
Create better dashboards than Salesforce allows
Google Sheets dashboards with automated Salesforce data provide more customization, easier sharing, and advanced formula capabilities than Salesforce’s native dashboards. Get started building your enhanced dashboard today.
