)
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.”
Salesforce dashboards don’t support custom calendar widgets or dynamic month selection interfaces, leaving you stuck with basic dropdown filters instead of the intuitive calendar experience users expect.
Here’s how to create the custom calendar widget functionality you need while maintaining real-time connection to your Salesforce data.
Build custom calendar widgets using Coefficient
Coefficient addresses this limitation by leveraging Google Sheets’ native calendar functionality combined with advanced data validation for intuitive month selection. You get custom calendar widget behavior with your Salesforce data.
How to make it work
Step 1. Import your Salesforce data for monthly analysis.
Use Coefficient to import your Salesforce data into Google Sheets, including all objects and fields you need for monthly analysis. This provides the data foundation for your custom calendar widget interface.
Step 2. Create custom month selector widget.
Build a data validation dropdown that displays months in a user-friendly format (e.g., “January 2024”, “February 2024”). This acts as your custom calendar widget for month selection, providing an intuitive interface for users.
Step 3. Add calendar date picker integration.
For more precise date selection, use Google Sheets’ native date picker cells alongside the month selector. Users can either select a specific month or choose custom date ranges within months, giving maximum flexibility.
Step 4. Configure dynamic month filtering.
Set up Coefficient’s dynamic filters to point to your month selector cells. Use formulas to extract the month and year from selections and filter your Salesforce data accordingly. This creates instant filtering based on calendar selections.
Step 5. Build multi-level month views and visual calendar interface.
Create different dashboard sections showing current selected month metrics, month-over-month comparisons, quarter-to-date including selected month, and year-to-date through selected month. Build a visual calendar layout using conditional formatting that highlights the selected month and shows key metrics directly in calendar cells.
Get the calendar widget experience you need
This solution provides the custom calendar widget functionality missing from Salesforce while maintaining real-time connection to your Salesforce data through Coefficient’s dynamic filtering capabilities. Start building your custom calendar widget dashboard today.
