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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.”
Sharing Salesforce dashboards with clients who don’t have login access creates a common challenge – you want to provide transparency without compromising security or paying for additional licenses.
Here’s how to automatically deliver dashboard insights to external stakeholders through professional email snapshots.
Recreate and automate dashboard sharing using Coefficient
Coefficient lets you import Salesforce data into Google Sheets, rebuild your dashboard elements, and automatically email snapshots to clients. You maintain data security while providing the visibility clients need.
How to make it work
Step 1. Import your dashboard data sources.
Use Coefficient’s “From Report” or “From Objects & Fields” import methods to pull all the Salesforce reports that power your dashboard. Build charts, graphs, and KPI cards using Google Sheets’ native tools, applying conditional formatting to match your original dashboard styling.
Step 2. Configure snapshot automation.
Use Coefficient’s Snapshot feature to capture either entire tabs for complete dashboard copies or specific cells for targeted metrics. Set your scheduling to hourly, daily, weekly, or monthly, and enable timestamp options to track when snapshots were taken.
Step 3. Set up client email distribution.
Create Email Alerts with screenshot capabilities and configure recipient lists with client email addresses. Design professional email templates that include dashboard screenshots showing real-time data, key metric summaries, and trend analysis with period-over-period comparisons.
Step 4. Customize for different client segments.
Use dynamic filters to show only relevant client data and create separate sheets for different client segments. Implement row-level security through filtered imports and schedule different delivery times for various time zones.
Keep clients informed without compromising security
This approach transforms static Salesforce dashboards into dynamic, shareable assets that maintain data security while providing necessary visibility. Clients receive visual dashboard representations automatically, eliminating manual screenshot and email processes. Start sharing dashboard insights with your clients today.
