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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.”
Custom data quality dashboards in Salesforce don’t require expensive third-party tools. You can build comprehensive dashboards using native pivot tables powered by live data feeds that update automatically.
This approach gives you executive-ready dashboards with real-time data quality metrics using familiar spreadsheet functionality.
Create automated quality dashboards using Coefficient
Coefficient transforms dashboard creation by providing live data feeds that power native pivot table dashboards in Google Sheets. Unlike manual exports that become stale immediately, your dashboards always reflect current data quality metrics.
How to make it work
Step 1. Import data from multiple Salesforce objects.
Set up separate Coefficient imports for Accounts, Contacts, Opportunities, and other key objects. Focus on your validation fields and use filtering to target the most critical records for quality monitoring.
Step 2. Build dynamic pivot tables for quality analysis.
Create completeness pivots showing percentage complete by field, by owner, and by record type. Build trend analysis pivots using Coefficient’s timestamp columns to track quality changes over time. Generate exception summaries that count records failing specific quality checks.
Step 3. Design your dashboard layout.
Organize multiple pivot tables on a single sheet with native Google Sheets formatting and charts. Apply conditional formatting for traffic-light indicators and create summary sections for executive presentation. Use native charting to visualize trends and patterns.
Step 4. Set up automated refresh scheduling.
Use Coefficient’s “Refresh All” feature to update your entire dashboard simultaneously. Schedule refreshes to run hourly or daily so stakeholders always see current data quality metrics without any manual intervention.
Transform your data quality reporting
Automated quality dashboards eliminate the constant cycle of manual exports and pivot table refreshes while providing stakeholders with always-current insights. Start building your live quality dashboard today.
