Coefficient enables you to build a sophisticated Salesforce activity dashboard that runs on autopilot. You get continuous sales pipeline visibility with automated data refresh, AI-powered insights, and interactive elements without constant maintenance.
This approach provides deeper insights than native Salesforce dashboards while requiring zero ongoing effort once set up properly.
Build your automated sales activity dashboard using Coefficient
You can create a comprehensive dashboard that automatically updates with fresh Salesforce data, generates insights using AI, and provides interactive filtering and drill-down capabilities.
How to make it work
Step 1. Set up multiple automated data imports.
Configure Coefficient imports for opportunities (refresh hourly), activities for the last 90 days (refresh daily), sales rep information, and any custom objects. Each import runs automatically on your chosen schedule, ensuring your dashboard always shows current data.
Step 2. Create dashboard components with AI assistance.
Use Coefficient’s AI Sheets Assistant to build activity health metrics like “Create a gauge chart showing percentage of opportunities touched in last 7 days” and rep performance widgets showing activity counts, response time trends, and at-risk opportunities. The AI can generate heat maps, waterfall charts, and pipeline analysis components.
Step 3. Implement smart automation features.
Schedule imports to refresh before your team’s daily standup, enable cascading updates so charts auto-update when data refreshes, and set up daily historical snapshots for trend analysis. Use Formula Auto Fill Down so new opportunities automatically get included in calculations.
Step 4. Add interactive elements and self-healing features.
Create dynamic filters using cell-based dropdowns for team, region, or date range filtering. Add drill-through links that open opportunities directly in Salesforce and conditional alerts that highlight critical issues. Build formulas that adapt to varying data volumes and charts that automatically adjust axes.
Get enterprise-level insights without the maintenance overhead
This “set it and forget it” system provides deeper pipeline insights than Salesforce reports while requiring zero ongoing maintenance. You get unified data views, rich visualizations, and offline access capabilities. Start building your automated sales dashboard today.