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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’s static dashboards show the same data to every viewer because they run in the dashboard owner’s security context. This means everyone sees the owner’s records, not their own personalized data.
You’ll learn how to create truly personalized dashboards that display each user’s specific data without paying for expensive dynamic dashboard licenses.
Create personalized Salesforce dashboards in spreadsheets using Coefficient
CoefficientSalesforceThe solution involves building user-specific dashboards in Google Sheets or Excel usingto import livedata with custom filters. Each user gets their own dashboard that automatically shows only their records – opportunities, leads, cases, and accounts they own.
How to make it work
Step 1. Set up user-specific data imports in your spreadsheet.
SalesforceUse Coefficient’s “From Objects & Fields” feature to importrecords with filters like “Owner ID equals [User ID]” or “Owner Email equals [User Email]”. This ensures each import only pulls records belonging to that specific user.
Step 2. Create dynamic filtering for flexible user switching.
Set up Coefficient’s dynamic filters that reference a cell containing the current user’s ID or email. When you change the cell value, the import automatically refreshes to show that user’s records without editing the import settings.
Step 3. Build dashboard visualizations that update automatically.
Create charts, pivot tables, and summary metrics in your spreadsheet that automatically update when the underlying filtered data refreshes. Use formulas to calculate win rates, pipeline values, and goal attainment specific to each user.
Step 4. Control access with spreadsheet sharing permissions.
Use Google Sheets or Excel sharing permissions to ensure each user only accesses their personalized dashboard version. You can create individual sheets for each user or use a template approach with dynamic filters.
Step 5. Schedule automatic data refreshes.
Set up Coefficient to refresh user data hourly, daily, or weekly so dashboards always show current information without manual intervention. This keeps personalized metrics up to date automatically.
Skip the licensing fees and get better functionality
Try CoefficientThis approach eliminates dynamic dashboard license costs while providing more advanced filtering and visualization options than native Salesforce dashboards.to build your first user-specific dashboard today.
