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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.”
Power BI dashboards often have poor mobile responsiveness when embedded in the Salesforce mobile app due to fixed sizing, touch interface issues, and performance constraints on mobile devices.
Here’s a more mobile-friendly alternative for Salesforce dashboard integration that provides touch-friendly navigation and consistent functionality across desktop and mobile experiences.
CoefficientCreate mobile-responsive dashboards using
SalesforcePower BI’s desktop-first design doesn’t translate well to mobile screens, leading to tiny text, difficult navigation, and slow loading times in themobile app. Users struggle to interact with dashboards that weren’t designed for touch interfaces.
Google Sheets dashboards are inherently mobile-responsive and work well within the Salesforce mobile app. Google’s mobile optimization provides automatic scaling for different screen sizes and faster loading times compared to embedded Power BI content.
How to make it work
Step 1. Import mobile-friendly data sets.
Connect Coefficient to your Salesforce environment and import data from any object or report. Focus on the key metrics that mobile users need most, keeping datasets focused for better mobile performance.
Step 2. Design for mobile screens.
Create dashboards in Google Sheets using mobile-optimized layouts. Use larger fonts, simpler charts, and vertical layouts that work better on phone screens than complex multi-column Power BI dashboards.
Step 3. Optimize touch interactions.
Build dashboards with touch-friendly elements like larger buttons and tap targets. Google Sheets’ mobile interface handles touch interactions better than embedded Power BI content that wasn’t designed for mobile-first usage.
Step 4. Test mobile performance.
Verify that your dashboards load quickly on mobile devices and provide smooth scrolling and navigation. Google Sheets’ mobile optimization typically outperforms Power BI embedding on mobile networks.
Step 5. Embed in mobile Lightning pages.
Add your mobile-optimized dashboards to Lightning pages that work consistently across desktop and mobile Salesforce experiences. The embedded sheets maintain functionality without the rendering issues that affect Power BI mobile embedding.
Mobile users deserve better dashboards
CreateYour sales team needs dashboards that work as well on their phones as on their desktops. This approach provides consistent mobile functionality without the performance issues that plague Power BI embedding.mobile-responsive Salesforce dashboards that work everywhere.
