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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.”
While Salesforce dashboards can access reports from different folders, managing and refreshing multiple folder sources becomes complex and fragmented with large numbers of reports across your organization.
Here’s how to consolidate reports from any folder structure into a single, centrally managed dashboard view.
Consolidate reports from any folder location using Coefficient
Coefficient simplifies multi-folder reporting by providing centralized access to reports regardless of their folder location. You can pull reports from Sales folders, Marketing folders, Service folders, and any custom folders into a single dashboard view without navigating between different folder structures.
How to make it work
Step 1. Import reports from any folder in your organization.
Use Coefficient’s “From Existing Report” feature to import ANY Salesforce report you have access to, regardless of which folder it’s stored in. The system provides centralized access without requiring you to navigate folder structures.
Step 2. Organize imported reports in a single workbook.
Place all your imported reports from different folders into separate sheets within one workbook. This eliminates the need to create duplicate reports in specific folders just for dashboard purposes or manage multiple dashboard components across different folders.
Step 3. Set up unified refresh scheduling.
Configure refresh schedules that update all imported reports simultaneously, regardless of their original folder locations. This provides centralized management of your multi-folder data sources with consistent timing across all reports.
Step 4. Create cross-folder dashboard views.
Build unified dashboard sheets that combine data from reports across your entire folder structure. Use formulas to create metrics that span Sales, Marketing, Service, and custom folder reports in ways that would require multiple dashboard components in native Salesforce.
Step 5. Use Snapshots for historical cross-folder analysis.
Enable the Snapshots feature (available in Google Sheets) to preserve data from different folder sources at specific points in time. This creates historical views that span your entire report folder structure for trend analysis across departments.
Unify your folder structure into one dashboard
Stop managing separate dashboard components across different report folders. Start consolidating reports from your entire Salesforce folder structure into unified, centrally managed dashboards.
