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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.”
Salesforce’sYes, you can combine bar charts and single metric displays in one dashboard report, butnative dashboard builder has significant limitations that make this challenging.
Here’s how to create flexible multi-chart dashboard layouts that give you complete control over positioning and formatting.
Create combined visualization dashboards using Coefficient
CoefficientSalesforcetransforms your spreadsheet into a powerful dashboard platform by providing livedata feeds. Unlike Salesforce’s rigid 3-column grid system, you can position charts and metrics exactly where you need them.
How to make it work
Step 1. Import your Salesforce data.
Use Coefficient to import your Salesforce reports or objects like Opportunities, Campaigns, or Events. Set up automatic refresh scheduling so your dashboard stays current without manual updates.
Step 2. Create your bar chart visualization.
Use your spreadsheet’s native charting tools to build bar charts from the imported data. You can create charts showing sales performance, lead sources, or any metric from your Salesforce data.
Step 3. Add single metric displays.
Create large-format cells or scorecard charts to display key numbers like total revenue, conversion rates, or quota achievement. Position these prominently above or beside your bar charts for maximum impact.
Step 4. Set up unified layout and formatting.
Arrange both visualizations on the same sheet with custom colors, fonts, and positioning. Apply conditional formatting to make metrics change color based on performance thresholds.
Step 5. Enable automatic updates.
Use Coefficient’s Formula Auto Fill Down feature so calculated metrics update automatically when new data arrives. This keeps your dashboard accurate without manual maintenance.
Build executive-ready dashboards that update automatically
Get startedThis approach creates visually compelling dashboards with flexible layouts that Salesforce’s native tools simply can’t match.with Coefficient to build your first combined visualization dashboard.
