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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.”
Creating duplicate Salesforce dashboards for different permission sets is inefficient and creates maintenance overhead, data inconsistency risks, and administrative burden. Each permission set variation requires separate reports and dashboard components, multiplying your asset management complexity unnecessarily.
Here’s a superior alternative that eliminates dashboard duplication while serving multiple permission sets more effectively than native Salesforce approaches.
Replace dashboard duplication with single-source, multi-view implementation
CoefficientThe duplication approach suffers from maintenance overhead, data synchronization issues, storage consumption, and version control challenges.provides a superior alternative that eliminates duplication needs while delivering enhanced functionality for multi-permission set scenarios.
This approach maintains one data source while creating appropriate views for each permission level, eliminating the maintenance burden of duplicate assets.
How to make it work
Step 1. Create one master data import from your primary Salesforce report.
Import your complete dataset using Coefficient’s comprehensive field access. This becomes your single source of truth that feeds all permission-specific views, eliminating the need for duplicate Salesforce assets entirely.
Step 2. Build permission-specific sheet tabs within the same workbook.
Create tabs for each permission level – “Sales_Rep” showing pipeline and activity fields, “Sales_Manager” adding commission and forecast data, “Executive” including profitability and strategic metrics. Each tab pulls appropriate field sets from the single source.
Step 3. Configure automated refreshes to synchronize all views from one source.
Set up scheduled refreshes that update all permission-specific views simultaneously from your single Salesforce source. Choose hourly updates for active teams, daily for management reporting, ensuring all views stay synchronized automatically.
Step 4. Apply granular sharing controls using spreadsheet permissions.
Use Google Sheets or Excel sharing settings to match your Salesforce permission set structure. Each user group gets access only to their appropriate tab while you maintain just one data import and refresh schedule.
Step 5. Implement advanced features impossible with duplicate dashboards.
Add dynamic filtering using cell references for user-specific views, append new data functionality for historical records across all permission levels, scheduled snapshots for time-based analysis, and conditional exports back to Salesforce maintaining permission boundaries.
Eliminate duplicate dashboard maintenance forever
Try this alternativeThis alternative eliminates duplicate dashboard maintenance while providing superior flexibility and functionality for multi-permission set scenarios. You maintain one source, reduce administrative overhead, and get enhanced reporting capabilities that duplicate dashboards can’t provide.to dashboard duplication.
