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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.”
Report folders with user permissions can partially address dynamic dashboard limitations by creating role-specific reports with tailored access. However, you’re still limited to standard Salesforce reporting capabilities with basic visualization options.
You can enhance this approach significantly while eliminating the dashboard restriction entirely by transforming your existing report structure into interactive dashboards with advanced filtering and automated distribution.
Enhance report folder permissions using Coefficient
Coefficient works with your existing Salesforce report structure while providing superior capabilities. You can import from any report in your Salesforce org, including those in permission-restricted folders, while maintaining user permissions and adding enhanced visualization options.
How to make it work
Step 1. Set up role-based data imports from existing reports.
Connect to reports in your permission-restricted folders based on user roles. Import data from sales reports for sales teams, marketing reports for marketing teams, and executive summaries for leadership. This preserves your existing permission structure while enabling enhanced visualization.
Step 2. Create permission-based spreadsheet sharing.
Share specific spreadsheet tabs with users based on their Salesforce permissions. Users only access data they’re authorized to see, but now with interactive dashboard capabilities instead of static report views.
Step 3. Transform basic reports into interactive dashboards.
Take your existing Salesforce reports and enhance them with pivot tables, advanced charts, and conditional formatting. Add dynamic filtering that lets users personalize their view of the report data without compromising security.
Step 4. Set up automated personalized report distribution.
Schedule personalized report delivery via email or Slack based on user roles. Users receive their role-specific insights automatically, eliminating the need to manually access report folders while providing richer data visualization.
Step 5. Implement historical reporting with role-based access.
Create snapshot capabilities that maintain historical data with role-based access controls. Users can see trends over time for data they’re authorized to access, providing insights that basic report folders can’t deliver.
Scale report permissions beyond folder limitations
This approach combines the security benefits of Salesforce permissions with unlimited dashboard capabilities, effectively replacing both dynamic dashboards and traditional report folder limitations. Transform your report folder structure today.
