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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.”
Salesforcedashboard architecture has fundamental limitations for unified views: dashboard components exist in isolation without cross-component relationships, limited layout flexibility restricts unified design approaches, and no support for custom metric calculations that integrate with chart data.
Here’s how to create cohesive dashboard views that combine charts and standalone metrics in unified layouts that tell complete business stories.
Create cohesive dashboard views using Coefficient
CoefficientSalesforceprovides the ideal foundation for building unified dashboard views by importing livedata into your spreadsheet, where you can create cohesive layouts combining charts and standalone metrics that native Salesforce dashboards cannot achieve.
How to make it work
Step 1. Build strategic data foundation.
Import core business objects like Opportunities, Leads, Accounts, and Campaigns using Coefficient, pull related custom objects for complete business context, use SOQL queries for complex data relationships when needed, and schedule coordinated refreshes to maintain consistency across dashboard elements.
Step 2. Design executive summary section.
Position standalone KPI metrics prominently showing revenue, conversion rates, and growth percentages. Use large format with conditional formatting for performance indicators and create visual hierarchy that draws attention to key numbers.
Step 3. Create supporting chart visualizations.
Add detailed visualizations that explain the KPI metrics with bar charts, trend lines, and distribution analysis. Position charts to create visual flow from summary to detail and maintain consistent color schemes across all elements.
Step 4. Add contextual information panels.
Include additional metrics providing business context with comparative data, historical benchmarks, and target progress indicators. Create context panels that support the main story without overwhelming the primary message.
Step 5. Implement integration and automation features.
Use shared data sources so charts and metrics reference the same Coefficient imports for consistency, create calculated relationships where standalone metrics derive from multiple chart data points, add interactive elements with dynamic filters affecting both charts and metrics simultaneously, and set up automated storytelling where metrics change context based on chart trends.
Tell complete business stories with integrated dashboards
Start buildingThis approach creates executive-ready dashboards where standalone metrics and charts work together to tell complete business stories, automatically updating from live Salesforce data to maintain strategic relevance.your unified dashboard view today.
