)
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.”
Multiple static dashboards with visibility rules in Professional Edition create significant performance degradation, administrative overhead, and scalability issues compared to true dynamic dashboards.
Here’s why this approach fails and what you can do instead to get genuinely dynamic dashboard functionality.
Static dashboard problems and the dynamic solution
CoefficientStatic dashboards with visibility rules suffer from performance degradation because they load multiple hidden components, administrative overhead requiring separate configurations for each user, and limited scalability where performance deteriorates as user count increases.eliminates these limitations by creating genuinely user-specific dashboards without performance penalties.
How to make it work
Step 1. Replace multiple static components with single dynamic imports.
SalesforceInstead of creating separate dashboard components for each user group, import yourdata once using Coefficient’s “From Objects & Fields” feature. Apply user-specific filtering that automatically personalizes data without loading unnecessary components.
Step 2. Implement unlimited scalability.
Configure dynamic filtering that maintains consistent performance regardless of user count. Use flexible multi-criteria filtering to combine user context with date ranges, regions, and product lines using AND/OR logic – something static dashboards can’t handle efficiently.
Step 3. Build advanced analytics capabilities.
SalesforceCreate complex calculations and pivot tables that static dashboards cannot support. Access complete datasets without Professional Edition’s dashboard component restrictions, and build cross-object analysis that joins data from multipleobjects without report type limitations.
Step 4. Enable real-time collaboration.
Set up personalized views where multiple users can simultaneously access their specific data from the same underlying dataset. Configure scheduled refresh capabilities that ensure data freshness without the performance impact of real-time Salesforce dashboard queries.
Eliminate static dashboard limitations
Try CoefficientThis approach provides faster load times, better user experience, and eliminates the maintenance complexity of managing multiple components and visibility rules.to build dashboards that scale without performance penalties.
