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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.”
Native Salesforce dashboards have component limitations, struggle with complex calculations, and often require custom fields for sophisticated win rate analysis. You need more flexible visualization options without modifying your data schema.
Here’s how to build comprehensive YTD YOY win rate dashboards using dynamic visualizations that automatically refresh with live data while avoiding any custom field creation.
Build flexible dashboards using Coefficient
Coefficient enables comprehensive YTD YOY win rate dashboards without creating any custom fields in Salesforce or Salesforce by building dynamic visualizations in spreadsheets that automatically refresh with live data.
How to make it work
Step 1. Import Opportunities using standard fields only.
Create a live data connection that imports Opportunities directly from Salesforce using standard fields like Close Date, Stage, Amount, and Owner. No custom fields or schema modifications required – just clean, direct data access.
Step 2. Build calculated metrics using spreadsheet formulas.
Create win rate calculations using formulas rather than Salesforce custom fields. Build metrics like Win Rate Calculation: =WON_COUNT/TOTAL_CLOSED_COUNT, YOY Variance: =(CURRENT_RATE-PRIOR_RATE)/PRIOR_RATE, and apply conditional formatting with green for positive YOY performance and red for negative.
Step 3. Design your dashboard layout with multiple components.
Create KPI cards showing current YTD win rate vs same period last year with variance percentage. Add trend charts displaying daily/weekly win rate progression with both years overlaid. Include breakdown tables showing win rates by territory, product, or sales rep with YOY comparison, plus performance indicators with visual alerts when YOY performance exceeds thresholds.
Step 4. Set up refresh automation for maintenance-free operation.
Schedule daily updates to maintain current dashboard state with automatic period extension as the year progresses. No manual date filter adjustments required, and the dashboard stays current without user intervention.
Create better dashboards without the limitations
This approach provides more flexible visualization options, handles complex calculations without custom field overhead, enables easier sharing and collaboration, and delivers better performance with large datasets compared to native Salesforce dashboards. Start building your enhanced win rate dashboard today.
