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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.”
Switching between experimental deal scenarios and live pipeline data shouldn’t require multiple spreadsheets or manual copying. You need a system that lets you instantly toggle between views while maintaining data integrity.
Here’s how to build a dynamic toggle system that gives you seamless access to both sandbox experiments and real-time CRM data.
Create instant switching with multi-tab architecture using Coefficient
Coefficient enables seamless toggling through strategic worksheet organization and dynamic referencing. You can maintain live connections to Salesforce while creating isolated sandbox environments that don’t interfere with your production Salesforce data.
How to make it work
Step 1. Set up your multi-tab structure.
Create three tabs: Live Data (automated hourly/daily imports from Salesforce), Sandbox (created via Coefficient’s Snapshot feature), and Dashboard (unified view with toggle capability). This separation ensures clean data management.
Step 2. Build your dropdown toggle system.
Create a data validation dropdown with options “Live” and “Sandbox” in your dashboard tab. Use the formula =IF($B$1=”Live”, ‘Live Data’!A:Z, ‘Sandbox’!A:Z) to dynamically switch between data sources based on your selection.
Step 3. Implement checkbox controls for granular switching.
Add checkboxes for “Show Live Data,” “Include Sandbox Adjustments,” and “Display Variance Analysis.” This gives you more control over what data appears in your dashboard view.
Step 4. Create visual indicators for data source clarity.
Use conditional formatting to highlight sandbox vs. live data with color-coded headers (Green for Live, Orange for Sandbox). Add a status column showing the current data source to avoid confusion.
Step 5. Set up hybrid view capabilities.
Build formulas that can show mixed data: =IF(ToggleMode=”Sandbox”, VLOOKUP(Deal_ID, Sandbox!A:Z, COLUMN(), FALSE), VLOOKUP(Deal_ID, LiveData!A:Z, COLUMN(), FALSE)). This lets you compare specific deals across both views.
Step 6. Optimize performance with smart refresh scheduling.
Use Coefficient’s “Import Specific Cells” for faster switching and schedule live data refreshes during off-hours. Implement INDEX/MATCH instead of VLOOKUP for large datasets to maintain speed.
Switch views instantly without losing context
This architecture provides instant switching between experimental and production views while maintaining data integrity and performance. Build your toggle system and start managing multiple pipeline views efficiently.
