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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’sevent reporting infrastructure has substantial limitations: Campaign and Event reports are restricted to basic table formats, dashboard components are isolated from each other, and there’s no ability to create cohesive event performance views.
Here’s how to create sophisticated composite dashboards that combine multiple visualization types for comprehensive event analysis that goes far beyond native Salesforce capabilities.
Transform event reporting with composite dashboards using Coefficient
CoefficientSalesforcetransforms event reporting by enabling sophisticated composite dashboards that combine multiple visualization types using liveevent data – creating comprehensive event performance views that native reporting simply cannot accomplish.
How to make it work
Step 1. Build your comprehensive data foundation.
Import Campaign data for event registration and attendance tracking, pull Opportunity records linked to events for ROI analysis, access Contact/Lead data for attendee demographic insights, and import custom Event objects if using advanced event management.
Step 2. Create mixed visualization components.
Build registration funnel charts showing registration → attendance → follow-up progression, create attendance trend lines for time-series analysis, add geographic bar charts for location breakdowns, and design ROI pie charts for cost distribution analysis.
Step 3. Add performance tracking elements.
Create gauge charts showing progress toward attendance targets, build summary metric cards displaying total attendees and cost per attendee, and add lead conversion rate calculations from event data.
Step 4. Implement advanced dashboard features.
Set up cross-event analysis using dynamic filtering for performance comparison, schedule Coefficient refreshes during events for live attendance tracking, and create calculated event metrics for ROI and cost per lead analysis.
Step 5. Add workflow integration and automation.
Set up automated snapshots to preserve event performance data after events conclude, create alert systems to notify event managers when attendance thresholds are reached, and enable export capabilities to push calculated event scores back to Salesforce.
Monitor registration trends and business impact in one view
Get startedThis approach creates comprehensive event dashboards that combine strategic overview metrics with operational details, enabling event managers to monitor everything in a single, automatically updating view.building your composite event dashboard today.
