)
Written by
Table of Contents
“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’s dashboard embedding fundamentally cannot maintain report grouping format. When reports are embedded via Lightning Report components, the grouping structure flattens and hierarchical visual organization disappears completely.
While direct embedding with preserved grouping isn’t possible, here’s a hybrid approach that provides superior grouped data analysis alongside your Salesforce dashboards.
Create enhanced grouped visualizations as dashboard alternatives using Coefficient
Coefficient offers a workaround by creating enhanced grouped visualizations that can be shared alongside Salesforce dashboards, preserving complete structure from your Salesforce or Salesforce reports.
How to make it work
Step 1. Import grouped report data to preserve complete structure
Use Coefficient to import your Salesforce grouped reports directly into spreadsheets. This maintains the complete hierarchy, subtotals, and group headers that get lost in dashboard embedding.
Step 2. Create enhanced grouped visualizations with maintained hierarchy
Build interactive grouped dashboards in Google Sheets with expand/collapse functionality and visual hierarchy. Use spreadsheet sharing capabilities for broader access than static Salesforce dashboard components allow.
Step 3. Set up parallel dashboard systems for different use cases
Use Salesforce dashboards for high-level executive summaries and Coefficient-powered sheets for detailed group analysis. Link to external grouped dashboards from Salesforce dashboard descriptions for seamless navigation.
Step 4. Implement automated synchronization and integration
Schedule automatic updates to keep external grouped views synchronized with Salesforce. Create summarized group metrics in Coefficient and export back to Salesforce custom objects for dashboard display when needed.
Build superior grouped data analysis alongside Salesforce dashboards
This hybrid approach provides detailed group analysis capabilities while maintaining Salesforce dashboard integration for high-level visibility, with Snapshots to track group performance trends over time. Start building the grouped data solutions that Salesforce embedding simply can’t provide.
