)
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.”
Salesforcedashboard limitations for KPI displays include no dedicated metric card components, limited number formatting options, and restricted layout flexibility for combining metrics with charts.
Here’s how to create KPI-focused dashboards with prominent metric displays and supporting bar chart visualizations that update automatically from live Salesforce data.
Create KPI-focused dashboards with live Salesforce data using Coefficient
CoefficientSalesforceexcels at creating executive-ready dashboards by importing livedata and enabling custom KPI metric card creation alongside traditional charts – something Salesforce’s native dashboards handle poorly.
How to make it work
Step 1. Import your KPI data sources.
Import Opportunity data for sales KPIs like win rate and average deal size, pull Lead/Contact data for marketing conversion rates, and access Campaign data for ROI metrics. Use Coefficient’s filtering to segment data for different KPI calculations.
Step 2. Create prominent metric card displays.
Use large-format, colored cells to display key numbers with conditional formatting for red/green performance indicators. Position these metric cards prominently at the top or side of your dashboard for immediate visibility.
Step 3. Build calculated KPI formulas.
Create formulas for key metrics: Win Rate using (Closed Won Opportunities / Total Opportunities) × 100, Pipeline Velocity with (Average Deal Size × Win Rate × Number of Deals) / Sales Cycle Length, and Lead Conversion Rate as (Converted Leads / Total Leads) × 100.
Step 4. Add supporting bar chart visualizations.
Position bar charts below or beside metric cards to show the underlying detail that comprises your summary KPIs. Create drill-down capabilities where charts show the components of summary metrics.
Step 5. Set up automation and real-time monitoring.
Schedule hourly refreshes for real-time KPI monitoring and use Coefficient’s Formula Auto Fill Down to ensure KPIs update automatically with new data. Set up alerts when KPIs hit critical thresholds.
Build executive dashboards with automated KPI tracking
Start buildingThis approach creates executive-ready dashboards with prominent KPI displays and supporting visualizations that update automatically from Salesforce without manual intervention.your KPI dashboard today.
