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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.”
Analytics Studio dashboards cannot be directly automated for distribution, leaving teams stuck with manual export processes. While Salesforce doesn’t provide native automation for Lens reports, there’s a reliable workaround.
You can recreate your Lens report logic with automated distribution capabilities using Coefficient to replicate the same data and filters with robust scheduling options.
Recreate Analytics Studio automation using Coefficient
Salesforce Analytics Studio excels at visualization but lacks distribution automation. Coefficient bridges this gap by importing the same datasets your Lens reports use and applying identical filtering logic with reliable automated delivery.
How to make it work
Step 1. Import the same datasets your Lens reports use.
Connect Coefficient to your Salesforce org and import data from the same objects that feed your Analytics Studio dashboards. Whether it’s opportunity data for pipeline reports or campaign metrics for performance tracking, pull the source data that powers your visualizations.
Step 2. Apply matching filters using Coefficient’s AND/OR logic.
Recreate your Lens report parameters using Coefficient’s advanced filtering capabilities. Set up the same criteria for stages, date ranges, and performance metrics. Use dynamic filtering with cell references so you can update parameters without changing import settings.
Step 3. Set up automated refresh scheduling.
Choose from hourly (1, 2, 4, 8 hour intervals), daily, weekly, or monthly automated refreshes to match your distribution needs. The scheduling runs independently of user sessions or dashboard access, ensuring reliable delivery regardless of Salesforce platform updates.
Step 4. Configure multi-format distribution options.
Use Coefficient’s email alerts (Google Sheets only) to send formatted reports with charts and screenshots. Set up conditional alerts based on specific data changes or thresholds. You can also export to various destinations or combine multiple Lens report data sources in a single distribution.
Step 5. Enable formula auto-fill for dynamic calculations.
Add formulas that automatically apply to new data during each refresh. This handles calculations like conversion rates, pipeline velocity, or campaign ROI that update dynamically as new information comes in.
Transform your static dashboards into automated insights
This approach eliminates dependency on user sessions while providing more reliable delivery than manual Analytics Studio exports. Start automating your Lens report distribution today with Coefficient’s comprehensive scheduling and formatting capabilities.
