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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.”
While Salesforce dashboard galleries exist, they won’t solve your T-30 data visualization challenges. The platform’s native capabilities have significant limitations when creating rolling 30-day calculations.
Here’s a better approach that gives you the sophisticated T-30 visualizations you need with automated updates and flexible calculations.
Build superior T-30 visualizations using Coefficient
CoefficientSalesforceGoogle SheetsSalesforce restricts you to relative date filters and basic trending, which don’t provide the granular T-30 metrics most departments need.solves this by importing yourdata intoor Excel, where you can build sophisticated rolling 30-day calculations and create rich visualizations with more flexibility than Salesforce’s limited chart types.
How to make it work
Step 1. Import your Salesforce data into your spreadsheet.
Connect Coefficient to your Salesforce instance and import the objects you need for T-30 analysis – Opportunities, Cases, Leads, or custom objects. Include all relevant date fields and metrics you want to track over rolling 30-day periods.
Step 2. Build rolling 30-day calculations.
Create formulas that calculate metrics for exactly the last 30 days from today’s date. Use formulas like =SUMIFS(Amount, CloseDate, “>=”&TODAY()-30, Department, “Sales”) or =AVERAGEIFS() with dynamic date ranges that automatically adjust daily.
Step 3. Create advanced visualizations.
Build trend charts, department comparisons, and KPI dashboards using the full visualization capabilities of Google Sheets or Excel. Create combo charts with multiple Y-axes, conditional formatting heatmaps, and sparkline trend indicators that Salesforce simply cannot provide.
Step 4. Set up automated refresh schedules.
Schedule daily refreshes so your rolling 30-day window automatically advances each day without manual updates. Your T-30 calculations update automatically on hourly, daily, or weekly schedules, ensuring your rolling metrics are always current.
Start building better T-30 visualizations today
Get startedThis approach eliminates Salesforce’s limitation of static relative date ranges and provides true rolling calculations with automated updates.with Coefficient to build the T-30 visualizations your team actually needs.
