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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.”
SalesforceYou can create comprehensive read-only dashboards in Google Sheets by importing multiplereports simultaneously, then using Google’s sharing permissions to provide secure external stakeholder access.
Here’s how to consolidate disparate Salesforce data into unified, automatically updated dashboards with proper access controls.
Multi-report dashboard creation using Coefficient
Coefficientexcels at importing multiple Salesforce reports simultaneously into organized Google Sheets dashboards, with unified refresh scheduling and cross-report analysis capabilities that transform fragmented reporting into cohesive business intelligence.
How to make it work
Step 1. Import multiple Salesforce reports to organized sheet structure.
Use Coefficient’s “From Existing Report” method to import various Salesforce reports – pipeline, leads, campaigns, opportunities – into separate sheets or tabs within the same workbook. Organize data placement strategically for cross-report analysis and summary creation.
Step 2. Set up unified refresh scheduling across all reports.
Configure consistent refresh intervals (hourly, daily, or weekly) across all imported reports using the “Refresh All” feature to update multiple datasets simultaneously. Schedule off-peak refresh times for large multi-report dashboards to optimize performance.
Step 3. Create cross-report analysis and summary sheets.
Build summary sheets that reference multiple imported datasets for comprehensive analysis. Use Snapshot functionality to create historical tabs showing point-in-time data from multiple reports for trend analysis. Apply Formula Auto Fill Down to create calculated fields combining data from multiple reports.
Step 4. Configure read-only access with proper security controls.
Set up Google Sheets sharing with “Viewer” permissions for external stakeholders, protecting ranges containing imported data to prevent accidental modifications. Create separate analysis sheets where stakeholders can build charts and pivot tables while maintaining strict read-only access to source data.
Transform fragmented reporting into unified dashboards
Start buildingThis solution consolidates multiple Salesforce reports into cohesive, automatically updated dashboards accessible to stakeholders without Salesforce licenses while maintaining strict data security and read-only controls.your multi-report dashboard today.
