)
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.”
SalesforceNativedashboards can’t efficiently show opportunities where the current user appears in any owner field. The platform lacks OR logic across multiple fields and custom user lookup field viewer context.
You’ll learn how to create a single dashboard view that shows all opportunities where you have any ownership stake, regardless of which specific owner field contains your information.
Build comprehensive owner visibility using Coefficient
Coefficientexcels at this multi-field owner visibility requirement by implementing dynamic OR filtering across all your owner-related fields. One view shows every opportunity where you’re involved, eliminating the need for multiple dashboard components.
How to make it work
Step 1. Import all owner-related opportunity fields.
Use Coefficient’s “From Objects & Fields” method to import opportunity data including all owner-related fields (Opportunity Owner, AE Opportunity Owner, Sales Engineer, Account Executive, etc.). Select specific fields from the extensive field list to capture every ownership dimension.
Step 2. Set up dynamic user context detection.
Create cells that automatically populate with the current user’s Salesforce ID using spreadsheet functions like USER() in Google Sheets or Excel equivalents. These cells enable automatic filtering without manual dashboard interactions.
Step 3. Implement multi-field OR filtering logic.
Configure Coefficient’s AND/OR filter logic to create conditions like “Current User ID = Opportunity.OwnerId OR Current User ID = AE_Opportunity_Owner__c OR Current User ID = Sales_Engineer__c.” This creates comprehensive ownership visibility that native dashboards can’t achieve.
Step 4. Add flexible field expansion capability.
SalesforceAs new custom owner fields are added to, simply edit the Coefficient import to include them and update the OR filter logic. No dashboard reconstruction required, unlike native Salesforce approaches.
Step 5. Extend with role hierarchy for team views.
Combine the multi-field owner logic with role hierarchy imports to show opportunities where the current user OR their subordinates appear in any owner field. This provides comprehensive team visibility across all ownership dimensions.
Get complete ownership visibility
Create your solutionA single view of all opportunities where you have any ownership stake eliminates the complexity of multiple dashboard components in native Salesforce.for comprehensive owner field visibility.
