)
Written by
Table of Contents
“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 dashboard filters only apply to components from the same object or related objects through lookup relationships. When objects like Opportunities, Leads, and custom Forecast objects aren’t directly related, you’re forced to maintain separate dashboards for each filter value.
You can eliminate dashboard duplication by creating a single dynamic view that filters across multiple objects instantly, without the limitations of Salesforce’s native filtering system.
Build dynamic dashboard filtering with Coefficient
CoefficientHubSpotHubSpotprovides a superior alternative for dynamic dashboard filtering across multiple objects by importing all relevant data into a single spreadsheet environment. This eliminates the need for multiple dashboards while enabling global filtering across non-related objects that share common field values inor.
How to make it work
Step 1. Import all relevant objects into one workbook.
Use Coefficient’s Salesforce connector to import Opportunities, Leads, and custom objects into separate tabs or sections of the same spreadsheet. Ensure each import includes your common filtering field like “Business Line.”
Step 2. Establish a master filter cell.
Create a dedicated cell that controls data display across all imported datasets. This becomes your central command for filtering all objects simultaneously, regardless of their Salesforce relationships.
Step 3. Apply dynamic filters to all imports.
Use Coefficient’s dynamic filters feature to reference your master filter cell from each import. This enables instant filtering without editing import settings or refreshing individual components.
Step 4. Set up dashboard-like visualizations.
Create conditional formatting and pivot tables to build visual representations of your data. These update automatically when you change your master filter selection.
Step 5. Configure automatic refresh schedules.
Set up hourly, daily, or weekly refresh cycles to maintain data currency across all objects. This ensures your unified dashboard always reflects current Salesforce data.
Step 6. Enable complex filter combinations.
Implement AND/OR filter logic to support advanced filtering scenarios. You can combine business line filtering with date ranges, ownership, or status filters across all object types.
Replace multiple dashboards with one dynamic solution
Start buildingThis approach delivers forecast dashboard consolidation while maintaining the flexibility to view all business lines or focus on specific segments. You get immediate filter updates without page refreshes or dashboard navigation, all within a single automatically updating interface.your unified dashboard solution today.
