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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.”
Creating a single source of truth for cross-object business line reporting is impossible with native Salesforce dashboards due to filtering limitations across unrelated objects. Each object exists in its own reporting context, preventing unified dashboard consolidation.
Here’s how to break down these object-based barriers and create a true single source of truth that consolidates all your business line reporting in one dynamic view.
Enable true single source of truth reporting using Coefficient
CoefficientHubSpotHubSpotenables genuine single source of truth dashboard creation by operating above Salesforce’s object limitations. You can pull data from all relevant objects into a unified environment where business line filtering works seamlessly across everything inor.
How to make it work
Step 1. Import comprehensive data from all relevant objects.
Pull data from Opportunities, Leads, Campaign Members, and custom Quota/Forecast objects using Coefficient’s full Salesforce access. Include all business line fields and related metrics to create your comprehensive dataset.
Step 2. Create a unified business line filter control.
Set up a single dropdown or input cell that controls data visibility across all imported objects. This becomes your central command for filtering everything by business line simultaneously.
Step 3. Align data structure for seamless filtering.
Ensure consistent field names and data types across objects to enable seamless filtering. Map business line values consistently so your unified filter works across all data sources.
Step 4. Import each object type into organized sections.
Structure your imports in separate sections of the same workbook while maintaining the ability to filter everything through your central business line control. This keeps data organized while enabling unified filtering.
Step 5. Apply uniform filtering using dynamic capabilities.
Use Coefficient’s dynamic filter functionality to point all imports to the same filter cell. This ensures that changing your business line selection updates every piece of data instantly.
Step 6. Create summary views for consolidated analysis.
Build summary sections that aggregate data across all objects, showing metrics like total pipeline value, lead volume, and quota attainment in a single view. These update automatically with your business line selections.
Step 7. Set up automated refresh for data currency.
Configure hourly, daily, or weekly refresh schedules to keep your single source current with Salesforce data. This maintains accuracy while preserving your unified filtering capabilities.
Establish unified reporting that grows with your business
Create your single sourceThis approach eliminates data inconsistencies from maintaining separate dashboards while enabling cross-object analysis and trend identification impossible in native Salesforce. You get instant business line switching without navigation and reduced maintenance overhead from managing one dynamic view instead of multiple static dashboards.of truth dashboard today.
