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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.”
Multiple external reporting tools can integrate with Salesforce to bypass the 10 dynamic dashboard limit, but most require additional licensing costs and complex setup processes. You need a solution that works within your existing productivity environment.
Here’s how to scale beyond dashboard limits using tools that integrate seamlessly with your current workflow while providing superior Salesforce connectivity and unlimited dashboard creation.
Scale dashboard creation using Coefficient
Coefficient provides complete Salesforce connectivity within your existing Google Workspace or Microsoft 365 environment. You can access all Salesforce reports, standard objects, and custom objects without limitations, while creating unlimited dashboards in familiar spreadsheet interfaces.
How to make it work
Step 1. Connect to all Salesforce data without restrictions.
Import from any Salesforce report, standard object (Account, Contact, Lead, Opportunity, Campaign), or custom object. Access all available fields and records based on your user permissions, providing complete data access that matches or exceeds native dashboard capabilities.
Step 2. Set up real-time data synchronization.
Configure automated refresh scheduling with hourly, daily, or weekly options to ensure dashboard data stays current. This maintains data freshness that matches Salesforce dashboard refresh capabilities while supporting unlimited dashboard creation.
Step 3. Build unlimited dashboards with advanced filtering.
Create as many dashboards as needed across different spreadsheet tabs. Implement dynamic filters with AND/OR logic, cross-object filtering, and user-input driven filters that exceed native Salesforce dashboard filtering capabilities.
Step 4. Implement bi-directional data flow.
Not only import from Salesforce but also export data back with scheduled updates, inserts, and upserts. This creates a complete data integration solution that goes beyond traditional dashboard limitations to support full workflow automation.
Step 5. Create department-specific dashboards with role-based filtering.
Build specialized dashboards for different departments while maintaining Salesforce user permissions. Set up automated refresh schedules and implement snapshot capabilities for historical trend analysis across all dashboard views.
Integrate seamlessly within existing productivity suites
This approach provides immediate dashboard scaling without additional infrastructure investment while maintaining superior integration depth with Salesforce data. You get unlimited dashboards with familiar interfaces and no additional licensing costs. Start scaling your Salesforce reporting today.
