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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.”
Salesforce’s architecture prevents native dashboard filtering across Opportunities, Leads, and custom objects simultaneously because these objects lack direct relational connections. Even when they share a common “Business Line” field, dashboard filters cannot span across unrelated objects in a single view.
Here’s how to create global dashboard filters that work across all object types, giving you the unified reporting view that Salesforce cannot provide natively.
Enable simultaneous filtering across all objects using Coefficient
CoefficientHubSpotHubSpoteliminates this multiple object reports filtering limitation through its comprehensive Salesforce integration. You can import data from Opportunities, Leads, and custom objects into a unified filtering interface that operates above Salesforce’s relational constraints inor.
How to make it work
Step 1. Import Opportunities data with all relevant fields.
Use Coefficient’s “From Objects & Fields” import method to pull specific fields from your Opportunities, including Business Line, close date, amount, and stage. This gives you complete control over which data points to include.
Step 2. Import Leads data with parallel field structure.
Pull your Leads data with consistent field naming, including Business Line, lead source, status, and created date. Structure this import in adjacent columns or tabs to maintain organization while enabling unified filtering.
Step 3. Import custom objects maintaining consistent Business Line field.
Add your custom Quota, Forecast, and other objects to the same workbook, ensuring the Business Line field is consistently named and formatted across all imports for seamless filtering.
Step 4. Create a unified filtering interface.
Set up a master filter cell that controls all datasets simultaneously. Use spreadsheet functionality to create dropdown menus or input fields that drive filtering across all object types.
Step 5. Implement dynamic filtering with cell references.
Configure each import to reference the same filter cell using Coefficient’s dynamic filtering capability. This ensures that changing your filter selection updates all datasets instantly, regardless of their Salesforce object origin.
Step 6. Apply advanced filtering logic.
Set up AND/OR logic combinations for complex business line filtering scenarios. Add date range filtering across objects with different date fields, numeric filtering for quota and forecast thresholds, and text-based filtering for specific business line subcategories.
Step 7. Configure conditional formatting for visual feedback.
Apply conditional formatting to highlight filtered results across all object types. This creates immediate visual confirmation of your filter selections and makes it easy to spot trends across different data sources.
Create the global filtering Salesforce cannot provide
Build your solutionThis approach creates global dashboard filters functionality that maintains data accuracy through automated refresh cycles while enabling cross-object analysis impossible in native Salesforce dashboards. You get complete control over your multi-object reporting needs in a single, dynamically filtered view.and start filtering across all your Salesforce objects today.
