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Salesforce’snative dashboard functionality fails to aggregate subordinate opportunities when using custom owner fields like “AE Opportunity Owner” because role hierarchy visibility doesn’t extend to custom user lookup fields.
Here’s how to build comprehensive manager dashboards that show all team opportunities across custom owner fields, providing complete visibility into team performance.
Create manager team dashboards using Coefficient
CoefficientSalesforcesolves this manager visibility challenge through intelligent data aggregation that works across all owner field types. You can build dashboards that automatically include subordinate opportunities from custom fields thatnative dashboards miss.
How to make it work
Step 1. Import role hierarchy structure with opportunity data.
Use Coefficient to import User records with Manager relationships and role information alongside opportunity data containing custom owner fields like AE Opportunity Owner. This creates the foundation for team aggregation logic.
Step 2. Build subordinate identification formulas.
Create spreadsheet formulas that identify all users reporting to the manager (direct and indirect reports). Use VLOOKUP or INDEX/MATCH functions to map the reporting chain and build comprehensive team member lists across multiple hierarchy levels.
Step 3. Filter opportunities by team member assignments.
Configure filters that show opportunities where custom owner fields match any team member’s Salesforce ID. Create conditions like “AE Opportunity Owner = Team Member 1 OR AE Opportunity Owner = Team Member 2” for all identified subordinates.
Step 4. Implement multi-level team aggregation.
Unlike native dashboards, aggregate opportunities across multiple hierarchy levels – showing opportunities where direct reports, their reports, and deeper levels appear in custom owner fields like AE Opportunity Owner, Sales Engineer, or Technical Lead.
Step 5. Set up automated team updates and performance metrics.
Configure scheduled refreshes that automatically detect role hierarchy changes and update team member lists. Calculate team performance metrics (total pipeline, win rates, average deal size) based on custom owner field assignments that native Salesforce roll-up summary fields cannot accommodate.
Achieve complete team visibility
Build your solutionComprehensive manager dashboards showing all subordinate opportunities across custom owner fields eliminate the visibility gaps present in native Salesforce functionality.for complete team performance oversight.
