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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.”
Using report folder sharing settings as a pseudo-dynamic dashboard workaround in Professional Edition involves creating multiple report folders with role-based sharing and building separate dashboards for each user group, but this approach has significant limitations.
Here’s why folder sharing doesn’t solve the dynamic dashboard problem and what actually works instead.
Move beyond folder sharing limitations with true personalization
CoefficientSalesforceReport folder sharing only controls access at the folder level while reports still show all data, requires maintaining multiple folders and dashboards, and works only at role/group level rather than individual users.provides superior user-level personalization by importing anyreport and applying automatic user-specific filtering.
How to make it work
Step 1. Import from any Salesforce report regardless of folder structure.
Connect to any Salesforce report in your org using Coefficient, regardless of folder permissions or sharing settings. This eliminates the need to maintain separate “Sales Manager Reports” and “Sales Rep Reports” folders while providing better functionality than folder-based approaches.
Step 2. Apply true user-level filtering.
Use dynamic filtering with Owner.Email = CURRENT_USER_EMAIL logic to automatically show each user their relevant data. This provides granular control that filters data down to individual user level, not just role-based groups like folder sharing.
Step 3. Set up single source maintenance.
Configure one comprehensive pipeline report import that serves all users with automatic personalization. Instead of duplicating reports across folders, let dynamic filtering handle user-specific views from a single data source.
Step 4. Build advanced analytics beyond folder limitations.
SalesforceCreate user-specific calculations and visualizations that are impossible in staticdashboards. Set up automated refresh schedules and alerts that ensure each user sees current data without folder management overhead.
Scale beyond folder sharing complexity
Get startedThis approach scales effortlessly and requires minimal administrative maintenance compared to complex folder sharing schemes while providing genuine user-specific functionality.with true dynamic dashboards that work at the individual user level.
