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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 dashboard charts enforce a strict relationship between Y-axis values and hover displays. You cannot show different metrics in tooltips than what’s being charted, which limits your ability to provide context.
This guide shows you how to separate chart axes from hover content so your team gets both visual clarity and detailed information.
Create independent hover metrics using Coefficient
Coefficient provides the flexibility to separate chart axes from hover content. Export your Salesforce data to Salesforce where you have complete control over what users see when hovering versus what drives the visual display.
How to make it work
Step 1. Import opportunity data with all relevant fields.
Use Coefficient’s Salesforce connector to import opportunities with fields for both your display metric (like record count for Y-axis) and hover metric (like opportunity amounts). Include Amount, Count, Stage, Close Date, and Owner data.
Step 2. Set up dual metric calculations.
Create spreadsheet calculations that track both your display metric and hover metric separately. Build formulas that maintain the relationship between what’s visually represented and what appears in tooltips.
Step 3. Configure charts with independent hover states.
Build charts where the visible bars represent one metric (like opportunity count) but hover states reveal completely different data points (like total opportunity amounts). Configure custom data series to enable this separation.
Step 4. Add dynamic hover calculations.
Use spreadsheet formulas to create complex hover metrics like win rates, average deal sizes, or velocity calculations that aren’t available in Salesforce. Set up automated refresh schedules to keep external charts synchronized with Salesforce changes.
Give your team the context they need
This approach provides complete control over what users see when hovering versus what drives the visual chart display, solving Salesforce’s fundamental limitation. Start creating charts that show exactly what your team needs to see.
