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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.”
Salesforce’s 10 dynamic dashboard limit creates a major bottleneck for enterprise reporting needs. You can bypass this restriction entirely by creating unlimited dynamic dashboards in spreadsheets that connect directly to your Salesforce data.
This approach eliminates the dashboard limit while providing superior customization options and advanced filtering capabilities that native dashboards can’t match.
Build unlimited dynamic dashboards using Coefficient
Coefficient lets you import live Salesforce data into Salesforce spreadsheets with dynamic filtering that recreates and exceeds native dashboard functionality. You can access all Salesforce reports and objects without limitations, then create as many personalized dashboard views as needed.
How to make it work
Step 1. Import your key Salesforce data.
Connect to any Salesforce report or object through Coefficient’s import wizard. You can pull from standard objects like Accounts, Opportunities, and Leads, or access custom objects and existing reports. Import all the fields you need for your dashboard metrics.
Step 2. Set up dynamic filters using cell references.
Create input cells where users can specify filter criteria like date ranges, sales stages, or territories. Use Coefficient’s dynamic filtering to point these filters to your input cells. When users change the cell values, the entire dashboard updates automatically without editing import settings.
Step 3. Build dashboard visualizations across multiple tabs.
Create separate tabs for different audiences or metrics. Use pivot tables, charts, and conditional formatting to visualize your data. Reference the same imported data across multiple dashboard views with different filtering applied to each.
Step 4. Schedule automated refreshes.
Set up hourly, daily, or weekly refresh schedules to keep your dashboard data current. This ensures your unlimited dashboards stay as fresh as native Salesforce dashboards while maintaining superior performance.
Step 5. Share role-based dashboard access.
Create user-specific views by sharing different spreadsheet tabs with relevant team members. Apply Salesforce user permissions and create conditional formatting based on user roles to maintain data security while scaling dashboard access.
Scale your reporting beyond Salesforce limits
This approach completely eliminates the 10 dashboard restriction while providing advanced charting capabilities and cross-object reporting that native dashboards can’t support. Start building unlimited dynamic dashboards today.
