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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.”
Building effective multi-team dashboards with 30-day rolling metrics in Salesforce is challenging due to cross-object reporting limitations, complex date calculations, and team-specific data access complications.
Here’s how to solve these multi-team dashboard challenges and create sophisticated rolling metrics that automatically update for all your teams.
Build unified multi-team dashboards using Coefficient
CoefficientSalesforcespreadsheetsolves multi-team dashboard challenges by importing data from all relevantobjects into a singlewhere you can build comprehensive multi-team views without Salesforce’s object relationship limitations.
How to make it work
Step 1. Create a unified data model.
Import data from all relevant Salesforce objects like Opportunities, Cases, Leads, and Activities into a single spreadsheet. This eliminates Salesforce’s object relationship limitations and creates a comprehensive foundation for multi-team analysis.
Step 2. Build advanced rolling metrics calculations.
Create sophisticated 30-day rolling calculations that automatically update. Use formulas like =SUMIFS(Revenue, CloseDate, “>=”&TODAY()-30, “>=”&TODAY()-60, Team, “Sales”) for period-over-period comparisons that Salesforce formulas cannot handle.
Step 3. Set up dynamic team views.
Use data validation and conditional formatting to create interactive dashboards where users can select their team from a dropdown and see their specific 30-day metrics instantly update. This eliminates the need for separate dashboards for each team.
Step 4. Create cross-team performance comparisons.
Build team ranking tables, percentage achievement calculations, and trend analysis across multiple teams simultaneously. Create composite performance scores and automated rankings that update as new data flows in.
Step 5. Establish automated distribution.
Schedule refreshes and use Coefficient’s export capabilities to push summarized team metrics back to Salesforce. Set up email or Slack alerts when teams hit specific thresholds, eliminating manual monitoring.
Unify your multi-team performance tracking
Start buildingThis approach eliminates Salesforce’s cross-object and calculation limitations while providing the sophisticated multi-team analysis your organization needs.effective multi-team dashboards with true rolling metrics today.
