Workaround for Salesforce dynamic dashboard license limitations per user

using Coefficient excel Add-in (500k+ users)

Bypass Salesforce dynamic dashboard license limitations and per-user costs with spreadsheet-based solutions that provide unlimited personalized dashboards.

salesforce to google sheets connector

“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.”

5 star rating coeff g2 badge

Salesforce dynamic dashboard licenses cost $5-20 per user monthly and are often restricted by edition limits. These licensing constraints create significant budget challenges for organizations needing personalized dashboards across multiple users.

Here’s a comprehensive workaround that completely eliminates dynamic dashboard license dependencies while providing enhanced functionality beyond native Salesforce capabilities.

Eliminate license costs with unlimited user dashboards using Coefficient

CoefficientSalesforceprovides a complete workaround fordynamic dashboard license limitations. You can create unlimited personalized dashboards for any number of users without recurring per-user fees or edition restrictions.

How to make it work

Step 1. Extract data with user-specific context and filtering.

SalesforceCreate Coefficient imports targeting specific user ownership with filters like “Owner ID = [User’sID]” or filter by territories, roles, and custom user fields for complex organizational structures. Access all Salesforce objects including custom objects not available in standard dashboards.

Step 2. Distribute personalized dashboards without licensing restrictions.

Create individual Google Sheets for each user with their filtered data or build master templates with dynamic filters that adjust based on user input. Use Google Workspace sharing permissions to ensure data security and appropriate access control.

Step 3. Implement advanced features unavailable in dynamic dashboards.

Use Coefficient’s snapshot feature to track performance over time for historical trending. Combine Salesforce data with other business systems in unified dashboards and build sophisticated metrics using spreadsheet formulas.

Step 4. Set up automated maintenance and monitoring.

Schedule automatic data refreshes to update user information without manual intervention. Configure alert systems that notify users when their metrics hit specific thresholds, providing proactive performance monitoring.

Step 5. Scale across unlimited users cost-effectively.

Deploy personalized dashboards for any number of users under a single Coefficient subscription. Compare this to traditional dynamic dashboard costs: $5-20 per user monthly for 50 users equals $250-1000 monthly versus one subscription covering unlimited users.

Bypass licensing restrictions with superior functionality

Start creatingThis workaround eliminates all dynamic dashboard licensing constraints while providing enhanced functionality and significant cost savings compared to native Salesforce solutions.unlimited user dashboards today.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies