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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.”
Salesforce’snative dashboard capabilities fall short for complex ACV visualizations. Restricted chart types, limited formula capabilities in dashboard components, and inability to show calculated fields across multiple objects effectively make it nearly impossible to create meaningful ACV dashboards that split revenue types.
Here’s how to build superior ACV dashboards with advanced visualizations and unlimited calculation complexity while maintaining live Salesforce data connections.
Create advanced ACV dashboards using Coefficient
CoefficientSalesforceprovides superior dashboard capabilities by importing yourdata into spreadsheets where you can create dynamic charts, executive dashboards with advanced visualizations, and multi-dimensional analysis that native Salesforce dashboards simply cannot match.
How to make it work
Step 1. Import and structure your ACV data for visualization.
Connect to Salesforce and import opportunity and opportunity product data with revenue categorization. Structure your data with separate columns for total contract value, implementation fees, and recurring revenue to enable dynamic chart creation.
Step 2. Create dynamic charts that automatically split revenue types.
Build charts that automatically separate total contract value from ACV using your categorized data. Create waterfall charts showing ACV progression, stacked bar charts comparing implementation vs recurring revenue, and trend lines showing ACV growth over time.
Step 3. Build executive dashboards with advanced visualizations.
Create comprehensive dashboards with conditional formatting that highlights ACV performance against targets. Build multi-dimensional analysis showing ACV by sales rep, product line, and time period simultaneously using pivot charts and advanced filtering.
Step 4. Set up automated dashboard updates and sharing.
Configure automated refreshes to keep your ACV dashboards current with Salesforce changes. Set up automated screenshot sharing via Slack or email to keep stakeholders informed of ACV performance without requiring direct access to your analysis.
Get ACV dashboards that actually show what matters
Start buildingComplex ACV metrics deserve visualization capabilities that can handle the complexity. With unlimited chart types and calculation flexibility, you can build dashboards that provide real insights into your revenue performance.your advanced ACV dashboards today.
