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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.”
Maintaining multiple identical dashboards for each business line creates significant administrative overhead and risks data inconsistency. Salesforce’s dashboard architecture forces this approach because filters cannot dynamically apply across multiple unrelated objects containing forecast data.
You can eliminate dashboard duplication entirely by consolidating all business line forecasting into a single dynamic view that updates automatically and provides instant switching between business lines.
Consolidate all forecast dashboards using Coefficient
CoefficientHubSpotHubSpotprovides a complete alternative that eliminates dashboard duplication by importing all forecast-related objects into a unified environment. Instead of managing separate dashboards, you get one dynamic interface that handles all business lines seamlessly inor.
How to make it work
Step 1. Set up single import configuration for each object type.
Create one import for Opportunities, one for custom Forecast objects, and one for Quota objects rather than separate imports per business line. This reduces configuration complexity while capturing all necessary data.
Step 2. Create dynamic business line selection interface.
Set up a filter interface where users select their desired business line view from a dropdown or input cell. This single control drives filtering across all imported forecast data.
Step 3. Configure automated updates for all business lines.
Set up refresh schedules that update all business line data simultaneously. Choose hourly updates during active forecasting periods or daily updates for regular monitoring.
Step 4. Implement consistent calculation methodology.
Create formulas and calculations once, then apply them across all business lines automatically. Use Formula Auto Fill Down to ensure new data receives the same calculation logic without manual intervention.
Step 5. Set up historical tracking across business lines.
Use Append New Data to track forecast changes over time while maintaining current views. This creates a comprehensive historical record for all business lines in one location.
Step 6. Create cross-business analysis capabilities.
Build summary views that compare performance between business lines, something impossible with separate dashboards. Use conditional formatting to highlight performance against targets across all business lines.
Step 7. Configure unified sharing and security.
Set up one security configuration that covers all business line access, and create simplified sharing for stakeholders who need visibility across multiple business lines.
Transform maintenance burden into strategic asset
Start consolidatingThis approach eliminates sync issues between identical dashboard versions while providing immediate business line switching without loading different dashboards. You get single refresh updates for all forecasts, consistent metrics across all business lines, and the ability to perform cross-business analysis impossible with separate dashboards.your forecast dashboards today.
