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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.”
Salesforcedashboard components require complex parameter passing or filter inheritance to achieve user-specific filtering. Many components don’t support dynamic user context, limiting personalization options.
You’ll learn how to create superior user-specific dashboards with unlimited customization and automatic user filtering that works reliably.
Build personalized dashboards with live data and unlimited customization using Coefficient
CoefficientSalesforcecreates superior user-specific dashboards through personalized spreadsheets with livedata and built-in filtering. Unlike Salesforce’s dashboard limitations, you can combine data from any objects, create custom calculations, and build visualizations that automatically update with user-specific data.
How to make it work
Step 1. Create comprehensive dashboards with multiple data sources.
Build dashboards in Google Sheets or Excel with multiple imports from different Salesforce objects, all filtered by user-specific criteria. Combine Opportunities, Tasks, Leads, Cases, and any custom objects into a single personalized dashboard that updates automatically with each user’s data.
Step 2. Enable unlimited customization and calculations.
Unlike Salesforce’s dashboard limitations, users can create their own calculated metrics, custom KPIs, and personalized visualizations. They can add charts, pivot tables, and analysis that automatically update with their user-specific data, providing much more flexibility than native Salesforce components.
Step 3. Set up automatic updates and alerts.
Configure scheduled refreshes to ensure dashboards stay current with live Salesforce data. Add Slack or email alerts to notify users when their specific metrics change, keeping them engaged with their personalized KPIs and performance data.
Step 4. Combine Salesforce with other data sources.
Use Coefficient’s ability to combine Salesforce data with other data sources like Google Analytics, HubSpot, or databases. Create comprehensive user-specific dashboards that show the complete picture of each user’s performance across all systems.
Build dashboards that actually work for users
Create your firstThis provides much more flexibility and user control than Salesforce’s native dashboard components, with true dynamic filtering and unlimited customization options.personalized user dashboard today.
