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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 Lightning dashboard components have rigid tooltip constraints that prevent adding custom hover values beyond the primary charted metric. You can’t customize what appears when users hover over chart elements.
Here’s how to create external dashboards with full hover customization while keeping your Salesforce data connected and current.
Build custom hover displays using Coefficient
Coefficient provides a comprehensive workaround by creating external dashboards with unlimited hover customization. You’ll import data from Salesforce into Salesforce where tooltip restrictions don’t exist.
How to make it work
Step 1. Import data with all hover fields included.
Use Coefficient to import data from Salesforce reports or custom object queries, making sure to include all fields needed for your custom hover values. This might include opportunity amounts, percentages, trend data, or calculated values.
Step 2. Structure data for optimal chart creation.
Create pivot tables and data transformations in Google Sheets or Excel to organize your data for chart building. Structure multiple data series that enable rich hover displays with the exact information your team needs to see.
Step 3. Build stacked bar charts with custom hover content.
Create charts with custom data series that show opportunity amounts, percentages, trend data, or any calculated values in hover states. Configure multiple metrics to appear simultaneously when users hover over chart elements.
Step 4. Add advanced interactive features.
Implement conditional formatting, dynamic filtering, and interactive elements not available in Salesforce dashboards. Set up automated refresh schedules to maintain real-time data synchronization with your Salesforce org.
Get the interactivity Lightning dashboards can’t provide
This creates professional-grade dashboards with complete hover customization while preserving live connection to your Salesforce opportunity data. Start building the interactive dashboards your team actually wants to use.
