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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 standard dashboard capabilities can’t create pie charts showing call distribution by owner across both Leads and Contacts because these objects exist in separate reporting contexts. Native dashboards are limited to single-object report sources.
Here’s how to create dynamic pie chart dashboards with real-time call analytics that span your entire prospect-to-customer lifecycle.
Create cross-object pie charts using Coefficient
CoefficientSalesforceSalesforceenables dynamic pie chart creation through comprehensive data import and spreadsheet integration. You’ll build executive-level call analytics dashboards with cross-object visibility thatandnative dashboards simply can’t provide.
How to make it work
Step 1. Collect cross-object call data.
Import Lead activities filtered by Type = “Call” with Lead Owner field, then import Contact activities with the same call filtering and Contact Owner field. Include call outcome, duration, and date fields for enhanced analytics. Use “From Objects & Fields” to ensure you capture all relevant call metadata.
Step 2. Build unified owner consolidation.
Create a “Call Owner” column that combines Lead Owner and Contact Owner using =IF(ISBLANK(A2),B2,A2) where A2 is Lead Owner and B2 is Contact Owner. Use COUNTIF formulas like =COUNTIF(CallOwner:CallOwner,D2) to aggregate total calls per owner across both objects.
Step 3. Calculate pie chart percentages.
Build percentage calculations for pie chart data requirements using formulas like =E2/SUM($E$2:$E$10)*100 where E2 is the call count for each owner. Create summary tables with owner names, call counts, and percentages formatted for chart creation.
Step 4. Create dynamic pie charts.
Use Google Sheets’ native charting with data from your consolidated owner counts. Select your data range including owner names and percentages, then insert a pie chart. Apply conditional formatting and dynamic ranges that auto-update with refreshes.
Step 5. Build multi-dimensional dashboards.
Create additional pie charts showing calls by outcome, calls by time period, and call volume by team. Use the same data source with different grouping criteria. Add interactive filtering using data validation dropdowns that dynamically filter your chart data.
Step 6. Enable automated dashboard management.
Set up scheduled refreshes to ensure pie charts reflect current call activity. Use Scheduled Snapshots to preserve monthly call distribution for trend comparison. Configure email alerts through Google Sheets for notifications when call distribution patterns change significantly.
Start visualizing your call performance now
Build your dashboardThis approach delivers executive-level call analytics dashboards with cross-object visibility, real-time data connectivity, and flexible customization that Salesforce’s native capabilities can’t match due to object separation limitations.today.
