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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.”
Salesforce’srow-level security for reports requires complex sharing rules, criteria-based sharing, or territory management setup that impacts system performance and demands admin expertise.
Here’s how to create personalized employee performance dashboards with user-specific visibility without touching Salesforce’s security configuration.
Create personalized performance dashboards with automatic user filtering using Coefficient
CoefficientSalesforceoffers a straightforward approach by creating personalized spreadsheet dashboards with user-specific data imports. Instead of configuring complexsharing mechanisms, each employee gets their own performance dashboard with data filtered at import time.
How to make it work
Step 1. Import performance data from multiple Salesforce objects.
Set up imports from Opportunities, Tasks, Leads, and Cases with user-specific filtering applied at the import level. For each employee, create filters that pull only their records using their User ID as the filter criteria across all relevant objects.
Step 2. Create individual employee dashboards.
Build separate Google Sheets or Excel files for each employee that automatically populate with their performance metrics. Each dashboard pulls data filtered by that specific employee’s User ID, ensuring they only see their own performance data.
Step 3. Set up automated refreshes and alerts.
Configure scheduled imports (hourly, daily, or weekly) so each employee’s dashboard stays current automatically. Add Slack or email alerts to notify employees when their performance metrics change, keeping them engaged with their KPIs.
Step 4. Enable self-service customization.
Let employees add their own calculations and visualizations to their personal dashboards without affecting others. They can create custom KPIs, charts, and analysis while the underlying data remains securely filtered to their records only.
Get secure performance reporting without the complexity
Build your firstThis approach provides better security than complex sharing rules while giving employees personalized dashboards they can actually use and customize.user-specific performance dashboard today.
