)
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 static dashboards can’t show “own records” to viewers because they always run in the dashboard owner’s security context. When you view someone else’s dashboard, you see their data, not your own records.
Here’s how to create true “my records” dashboards that show each user only their owned opportunities, leads, and accounts without dynamic dashboard licensing costs.
Build “my records” dashboards outside Salesforce using Coefficient
CoefficientSalesforceenables true “my records” views by creating external dashboards with user-specific filtering. You can importdata filtered by record ownership and build personalized views that show only what each user owns.
How to make it work
Step 1. Create owner-based data imports for each user.
SalesforceSet up Coefficient imports fromobjects like Opportunities, Leads, and Accounts with filters targeting specific record ownership. Use filters like “Owner ID equals [specific user ID]” or “Owner Email equals [user email]” to ensure each import shows only that user’s records.
Step 2. Build separate user dashboards or use dynamic filtering.
Choose between creating individual sheets for each user with their specific Owner ID in the filter, or use dynamic filters pointing to a cell where users can input their ID to see their records. The dynamic approach lets multiple users share one template.
Step 3. Create comprehensive “my records” views.
Build dashboards showing each user’s pipeline metrics, opportunity stages, lead conversion rates, activity summaries, and goal vs actual performance. Include charts and pivot tables that automatically update when the underlying data refreshes.
Step 4. Set up automated data refreshes.
Schedule Coefficient to update user data automatically so each person always sees their current “own records” without manual intervention. Configure hourly, daily, or weekly refreshes based on how frequently your data changes.
Step 5. Calculate personalized KPIs and metrics.
Use spreadsheet formulas to calculate complex metrics like win rates, average deal size, and sales velocity that are difficult to create in native Salesforce dashboards. These calculations update automatically with each data refresh.
Get true user-specific views without the licensing costs
Start buildingThis approach provides the “my records” functionality that Salesforce static dashboards fundamentally cannot deliver while eliminating per-user dynamic dashboard license fees.your personalized Salesforce dashboards today.
