)
Written by
Table of Contents
“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.”
Professional Edition’s absence of dynamic dashboard functionality makes automated filter selection impossible within Salesforce’s native dashboard framework. Traditional workarounds require manual filter changes or complex visibility rule implementations that don’t truly automate the user experience.
Here’s how to create genuine automation for user-specific dashboard filtering that works without dynamic dashboards.
Create automated user filtering using Coefficient
CoefficientSalesforceprovides genuine automation for user-specific dashboard filtering through email-based filtering, scheduled automation, and dynamic filter logic. You can automatically detect the current user’s context and filterdata accordingly without manual intervention.
How to make it work
Step 1. Set up automatic user context recognition.
SalesforceConfigure Coefficient to automatically detect the Google Sheets or Excel user’s email and filterdata accordingly. Use filters like Owner.Email = INDIRECT(“UserLookup!A2”) to create dynamic references that update based on the current user’s context.
Step 2. Configure scheduled automation.
Set up hourly, daily, or weekly refreshes that automatically pull user-specific data without manual intervention. Configure timezone-based scheduling so data refreshes align with your business hours and user needs.
Step 3. Build intelligent alert automation.
Create Slack or Email Alerts that trigger when user-specific data changes, eliminating manual monitoring. Set up threshold alerts like “When new opportunities > $10,000 are added” that automatically notify the right users based on ownership or territory.
Step 4. Implement formula automation.
Use Formula Auto Fill Down to automatically calculate user-specific KPIs as new data arrives. Create automated historical tracking of user performance metrics with scheduled snapshots that preserve data over time.
Build truly automated user dashboards
Start automatingThis creates a fully automated, user-specific dashboard experience that Professional Edition cannot provide natively, eliminating the need for manual filter changes or complex Salesforce workarounds.your user-specific dashboards today.
