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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 dashboard stacked bar charts restrict tooltips to only the Y-axis aggregated metric, preventing you from displaying opportunity amounts or other critical fields in hover states.
This guide shows you how to work around this limitation and create tooltips with all the data your team needs to see.
Create rich tooltips with opportunity amounts using Coefficient
The solution involves exporting your data to platforms with advanced charting capabilities. Coefficient makes this seamless by connecting your Salesforce data to Salesforce where tooltip customization has no limits.
How to make it work
Step 1. Export comprehensive opportunity data.
Use Coefficient to export opportunities including Amount, Stage, Owner, Close Date, and any custom fields needed for your tooltips. Pull from existing Salesforce reports or create custom object queries to get all relevant data points.
Step 2. Build enhanced visualizations in spreadsheets.
Create stacked bar charts in Google Sheets or Excel that can display multiple data points in hover states. Configure tooltips to show opportunity amounts, deal stages, days in pipeline, or any calculated fields you need.
Step 3. Set up real-time data sync.
Configure automated refresh schedules to maintain data accuracy between Salesforce and your external dashboard. Choose from hourly, daily, or weekly updates based on how frequently your opportunity data changes.
Step 4. Add calculated metrics to tooltips.
Use spreadsheet formulas to create metrics like conversion rates, average deal sizes, or pipeline velocity that can appear in tooltips but aren’t available in Salesforce charts. These calculated fields give deeper context to your hover displays.
Build the dashboards your team deserves
This approach provides the rich hover functionality you need while maintaining connection to live Salesforce data. Get started with enhanced tooltips that actually help your sales team make better decisions.
