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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 templates exist, they’re limited by the platform’s calculation restrictions and rigid relative date filtering that can’t provide effective T-30 KPI tracking.
Here’s how to create far more effective department-level T-30 KPI tracking than Salesforce’s native capabilities allow, with true rolling calculations and automated updates.
Build superior T-30 KPI tracking using Coefficient
Coefficient’sSalesforcespreadsheet-basedapproach to T-30 KPI tracking offers several advantages over traditionaltemplates by enabling precise rolling calculations and flexibleanalysis that Salesforce’s limited formula capabilities cannot support.
How to make it work
Step 1. Import your department performance data.
Connect Coefficient to Salesforce and import the objects you need for T-30 KPI tracking – Opportunities, Cases, Leads, Activities, and custom objects. Include all date fields and department assignments for comprehensive analysis.
Step 2. Build true rolling calculations.
Create precise rolling calculations where your 30-day window automatically advances daily. Use formulas like =COUNTIFS(CreateDate, “>=”&TODAY()-30, Department, A2) for accurate daily-updating metrics that Salesforce’s static “Last 30 Days” filters cannot provide.
Step 3. Create department comparison views.
Build side-by-side department performance comparisons with percentage changes, trend indicators, and variance analysis. Use conditional formatting to highlight performance variations and create visual KPI hierarchies from department to team to individual level.
Step 4. Build custom KPI hierarchies with drill-down.
Create multi-level KPI structures using spreadsheet filtering and conditional formatting. Build department → team → individual performance views with drill-down capabilities that Salesforce’s rigid structure cannot support.
Step 5. Set up automated refresh schedules.
Schedule hourly or daily data updates ensuring your T-30 KPIs reflect real-time performance without manual dashboard maintenance. Your rolling calculations automatically update as new data flows in.
Start tracking T-30 KPIs effectively
Get startedThe flexibility of spreadsheet-based KPI tracking combined with live Salesforce data provides a more robust foundation for department performance monitoring than static Salesforce dashboard templates.building T-30 KPI dashboards that actually work.
