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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’snative dashboard functionality restricts you to predefined component types in a rigid 3-column grid layout, making it difficult to create truly integrated multi-chart visualizations.
Here’s how to build comprehensive dashboards that combine different chart types with complete layout flexibility and automatic data updates.
Transform spreadsheets into powerful multi-chart dashboards using Coefficient
CoefficientSalesforcetransforms your spreadsheet into a multi-chart dashboard platform by providing livedata feeds. You can create custom layouts with any combination of visualization types that native Salesforce reporting simply can’t achieve.
How to make it work
Step 1. Set up your data foundation.
Import multiple Salesforce reports or objects into separate sheets or ranges using Coefficient. Pull Opportunities for sales charts, Leads for conversion analysis, and Campaigns for marketing performance. Schedule coordinated refreshes to keep all data current.
Step 2. Create your visualization strategy.
Build bar charts for sales performance and lead sources, line charts for trend analysis using date-based data, pie charts for market share distribution, and gauge charts for quota progress. Use your imported Salesforce data as the source for each chart type.
Step 3. Design integrated metric displays.
Create KPI cards using large-format cells that calculate metrics from multiple Salesforce objects. Display revenue totals, conversion rates, and growth percentages with conditional formatting for performance indicators.
Step 4. Implement advanced dashboard features.
Use cross-sheet references to link charts to different Coefficient imports for comprehensive views. Set up dynamic date ranges with cell-based filters so users can control time periods across all visualizations.
Step 5. Add calculated metrics and automation.
Leverage your spreadsheet’s formulas with Coefficient’s auto-fill feature for computed KPIs that update automatically. Create metrics that span multiple objects like win rates, pipeline velocity, and customer acquisition costs.
Build executive-level dashboards with complete customization
Get startedUnlike Salesforce’s static dashboard components, this approach enables truly customizable layouts where you can position charts, metrics, and data tables in any configuration.building your multi-chart dashboard today.
