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Salesforce’sEvent and Campaign reporting presents attendee data in basic tabular formats without visual hierarchy, and native dashboards cannot effectively combine summary statistics with detailed breakdowns.
Here’s how to create integrated attendance views where total attendee counts display prominently with supporting bar chart breakdowns that update automatically from live data.
Build unified attendance dashboards with live Salesforce data using Coefficient
CoefficientSalesforce’sprovides an ideal solution for event attendance dashboards that combine summary totals with detailed breakdowns, addressinglimited event reporting capabilities with flexible layout options and real-time data sync.
How to make it work
Step 1. Configure your attendance data imports.
Import Campaign Member records with attendance status fields, pull Event custom object data if using Salesforce Event Management, and include related Contact/Account data for demographic analysis. Apply Coefficient filters to separate registered vs attended records.
Step 2. Create prominent total attendee display.
Create a large, prominently positioned cell showing total attendee count using =COUNTIF(AttendanceStatus, “Attended”). Add supporting metrics like attendance rate percentage, no-show count, and capacity utilization with bold formatting.
Step 3. Build detailed breakdown bar charts.
Display attendance by event type, location, date, or demographic segments using bar charts positioned below your total count. Show attendance patterns over time using line charts for trend analysis.
Step 4. Set up real-time updates and filtering.
Use Coefficient’s refresh scheduling to update counts as events conclude and allow users to view attendance for specific time periods using dynamic date filtering with cell-based controls.
Step 5. Add historical tracking and automation.
Use Coefficient’s Append New Data feature to track attendance trends without losing previous event data. Schedule automated snapshots to preserve attendance records for compliance and reporting.
Create integrated attendance views that executives love
Start buildingWhile Salesforce Campaign Reports require multiple separate reports to show totals and breakdowns, this approach creates single, integrated views with automatic updates.your unified attendance dashboard today.
