)
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.”
Creating personalized Salesforce dashboards traditionally requires expensive dynamic dashboard licenses costing $5-20 per user monthly. These licensing costs quickly add up for organizations needing dashboard access across multiple team members.
You’ll discover how to create comprehensive personalized dashboards with advanced features that exceed native Salesforce capabilities without any additional licensing requirements.
Build advanced personalized dashboards with zero licensing costs using Coefficient
CoefficientSalesforceenables comprehensive personalization without any additionallicensing costs. You can create sophisticated individual user dashboards with territory-based views, custom calculations, and automated maintenance that surpass native dynamic dashboard functionality.
How to make it work
Step 1. Create individual user dashboards with custom data filtering.
SalesforceSet up user-specific Coefficient imports filtering by Owner ID, Territory, Role, or custom user fields for complex organizational structures. Build personalized dashboards showing each user’s pipeline, quota attainment, activity metrics, and goal progress with livedata.
Step 2. Implement advanced personalization features.
Use Coefficient’s dynamic filters to change dashboard content based on user selection. Create personalized KPIs like individual win rates, average deal sizes, and sales velocity metrics using spreadsheet formulas that automatically update with data refreshes.
Step 3. Set up territory-based and role-specific views.
Filter opportunities, leads, and accounts by user’s assigned territory or account ownership for relevant data display. Create views that respect organizational hierarchy and data access permissions while providing personalized insights.
Step 4. Build historical tracking and performance trending.
Use Coefficient’s snapshot features to show user-specific performance trends over time. Track individual quota attainment, pipeline development, and activity levels with historical data that’s not easily accessible in native Salesforce dashboards.
Step 5. Distribute and maintain personalized dashboards automatically.
Share personalized dashboards through controlled Google Sheets or Excel permissions. Create master templates that auto-populate with user-specific data and schedule automatic refreshes to keep personal metrics current without manual intervention.
Get sophisticated personalization without the licensing costs
Create your firstThis approach provides more advanced personalization than Salesforce dynamic dashboards while eliminating all additional licensing requirements and costs.personalized dashboard today.
