)
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.”
When one user can’t see a dashboard report despite having identical role permissions, the issue typically involves corrupted user cache, browser conflicts, or individual filter references that don’t affect role-based access.
Instead of troubleshooting complex user-specific issues, you can create consistent report access that works for everyone on your team.
Eliminate user-specific access problems with independent data connections using Coefficient
CoefficientSalesforce’sSalesforcebypassesdashboard infrastructure entirely, creating direct data connections that aren’t affected by individual user cache or browser issues. You can pull data from anyreport or object, ensuring all team members see the same information regardless of their dashboard access problems.
How to make it work
Step 1. Set up Coefficient in your spreadsheet.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Connect to your Salesforce org using your credentials.
Step 2. Import the problematic report data.
Open the Coefficient sidebar and select “Import from Salesforce.” Use “From Existing Report” to pull data from the report the user can’t access, or build a custom import with “From Objects & Fields.”
Step 3. Configure automatic data refresh.
Set up hourly, daily, or weekly refresh schedules to keep the data current. This ensures all users see up-to-date information without relying on Salesforce’s dashboard system.
Step 4. Share with your team.
Share the spreadsheet with all users who need access. They’ll have consistent, reliable access to the same data through Google Sheets or Excel sharing permissions.
Step 5. Add enhanced filtering if needed.
Apply additional filters using Coefficient’s robust AND/OR logic system. You can even access more detailed data than the original dashboard provided.
Ensure reliable report access for your entire team
Start using CoefficientThis approach provides consistent data visibility that isn’t subject to individual user issues while often delivering more comprehensive reporting capabilities.to eliminate user-specific dashboard access problems.
