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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.”
Implementing customizable dashboard templates without consuming dynamic dashboard slots is challenging in native Salesforce because you can’t create truly customizable templates without using dynamic dashboard allocation. Static dashboard templates lack personalization options and require administrative intervention for changes.
Here’s how to create sophisticated dashboard templates with unlimited user customization that completely bypasses Salesforce’s dynamic dashboard allocation system.
Build unlimited customizable templates using Coefficient
Coefficient enables sophisticated dashboard templates with unlimited user customization capabilities. You can create standardized Salesforce data imports that serve all template variations while providing user input sections where individuals can specify filters, date ranges, and other criteria that instantly update entire Salesforce dashboards.
How to make it work
Step 1. Create master data imports for template foundation.
Set up comprehensive Salesforce data imports from reports, opportunities, accounts, leads, and custom objects that serve as the foundation for all template variations. Import all necessary fields to support diverse user customization needs across different roles and departments.
Step 2. Design user input interface with validation.
Create dedicated template areas where users can specify filter criteria, date ranges, territories, product lines, or other customization options. Use data validation to create dropdown menus that ensure consistent inputs and prevent errors while maintaining template integrity.
Step 3. Build dynamic formulas that respond to user customizations.
Implement spreadsheet formulas that automatically update based on user inputs in the template interface. Create calculations that adjust metrics, charts, and summary data based on user-selected criteria, providing instant personalization without template modification.
Step 4. Implement flexible date range and role-based defaults.
Include pre-built date range options (MTD, QTD, YTD) plus custom date input capabilities. Set up templates that automatically populate with role-appropriate default settings while allowing full customization, providing immediate value with personalization options.
Step 5. Enable custom view saving and automated refresh scheduling.
Allow users to save their customized template versions while preserving the master template for others. Set up automated refresh schedules that maintain data accuracy across all customized template instances without requiring manual intervention.
Deliver unlimited template customization
This approach provides unlimited customizable dashboard templates without consuming any Salesforce dynamic dashboard allocation while offering superior customization capabilities that exceed native template functionality. Start building your customizable templates now.
