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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.”
Viewing only “my records” in Salesforce dashboards without dynamic licenses is fundamentally impossible due to static dashboard architecture. Static dashboards always show the creator’s records to all viewers, making true personal record functionality unavailable.
You’ll discover how to create genuine “my records” dashboards that display only your owned opportunities, leads, accounts, and tasks with automated personal performance tracking.
Build true “my records” functionality with personal data filtering using Coefficient
CoefficientSalesforceprovides genuine “my records” solution that staticdashboards cannot deliver. You can create personal dashboards that automatically filter and display only records you own with enhanced functionality for performance tracking and goal monitoring.
How to make it work
Step 1. Set up personal record filtering with owner-specific imports.
SalesforceCreate Coefficient imports with precise filters like “Owner ID equals [User’sID]” or “Owner Email equals [User Email]” for automatic personal record display. Show user’s owned opportunities, leads, accounts, cases, and tasks in unified personal dashboards.
Step 2. Implement automated personal data management.
Configure imports to automatically identify the current user and display only their records without manual filter adjustments. Schedule real-time personal updates to ensure “my records” data stays current with Salesforce changes.
Step 3. Create enhanced personal performance tracking.
Use Coefficient snapshots to track personal performance trends over time including individual win rates, pipeline development, and activity completion. Calculate user-specific KPIs like personal conversion rates, average deal size, and sales cycle length.
Step 4. Build comprehensive personal dashboard views.
Display personal pipeline management with opportunity stages, probability, and expected close dates for user’s deals. Show lead conversion tracking with personal sources, follow-up activities, and conversion rates specific to your performance.
Step 5. Monitor personal goals and territory performance.
Compare individual results against personal quotas and targets with territory performance showing personal results within assigned accounts. Include personal activity analysis with task completion rates, call volumes, and meeting statistics.
Get genuine “my records” functionality
Build yourThis solution provides true “my records” functionality that static Salesforce dashboards cannot deliver while eliminating dynamic license requirements and providing enhanced personal performance tracking.personal dashboard today.
