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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 you can create formula fields that reference $User global variables for current user context, Professional Edition dashboard limitations prevent effective implementation of user-specific filtering at the dashboard level.
Formula fields like Owner.Id = $User.Id work in reports but don’t provide the dynamic dashboard functionality you need in Professional Edition.
Get true user context filtering using Coefficient
CoefficientSalesforceoffers a more robust alternative by enabling genuine user context dashboard filtering that works with alleditions, bypassing Professional Edition’s running user restrictions entirely. You get complex logic support and real-time calculations that go beyond simple formula field capabilities.
How to make it work
Step 1. Import Salesforce data with dynamic user filtering.
SalesforceUse Coefficient’s “From Objects & Fields” import to pull your data with filters like Owner.Email = CELL_REFERENCE. This automatically filters importeddata based on the spreadsheet user’s email or login credentials, something formula fields can’t achieve at the dashboard level.
Step 2. Create a user lookup system.
Build a user lookup table in your spreadsheet with email addresses and territories. Use dynamic filters to automatically show relevant records for each user, implementing advanced AND/OR filtering logic that would require complex formula field workarounds in Salesforce.
Step 3. Build automated user-specific calculations.
Use Formula Auto Fill Down to create calculated fields that update automatically as new data refreshes. Build user-specific metrics like win rates, average deal sizes, and pipeline progression that formula fields alone can’t deliver in dashboard format.
Step 4. Set up intelligent refresh scheduling.
Configure automatic data refreshes that maintain user context without manual intervention. Set up alerts that trigger when user-specific data changes, eliminating the need for complex formula field monitoring.
Move beyond formula field limitations
Get startedThis approach eliminates the need for complex formula field workarounds while providing genuine user-specific dashboard functionality that Professional Edition cannot achieve through native features alone.with dynamic user filtering that actually works.
