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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.”
You can visualize data from 5+ Salesforce objects by importing unlimited objects into spreadsheets and using native charting capabilities. Coefficient bypasses native reporting limitations while avoiding expensive BI tool licensing, giving you enterprise-level visualization at spreadsheet pricing.
Here’s how to create comprehensive dashboards that analyze relationships across unlimited objects using tools you already know.
Build multi-object visualizations using spreadsheet-based dashboards
Salesforce’s 4-object limit makes comprehensive visualization impossible when you need to analyze account health across sales, marketing, support, and custom business data. Spreadsheet-based visualization eliminates these restrictions while providing chart types not available in Salesforce.
How to make it work
Step 1. Import data from 5+ objects into your spreadsheet.
Set up Coefficient imports for all the objects you need to visualize – Accounts, Contacts, Opportunities, Cases, Campaign Members, Custom Objects, Tasks, and Events. Import each to separate sheets within the same workbook for easy cross-referencing.
Step 2. Consolidate multi-object data for visualization.
Create a master dashboard sheet that pulls key metrics from all your imported objects. Use XLOOKUP and VLOOKUP formulas to combine account revenue data with opportunity pipeline, support satisfaction scores, marketing engagement metrics, and custom product usage data.
Step 3. Build pivot tables for cross-object analysis.
Create pivot tables that summarize relationships across your 5+ objects. Analyze account performance by combining revenue trends, support case volume, campaign response rates, and product adoption metrics in ways that Salesforce’s native reporting can’t handle.
Step 4. Design advanced chart types unavailable in Salesforce.
Use spreadsheet charting to create waterfall charts showing pipeline progression across multiple objects, heat maps correlating activity levels with outcomes, scatter plots analyzing performance relationships, and combination charts displaying multiple metrics simultaneously.
Step 5. Create automated dashboard refresh schedules.
Set up hourly, daily, or weekly data refresh schedules so your multi-object visualizations stay current. Your charts and pivot tables automatically update with fresh Salesforce data without manual intervention.
Step 6. Build comprehensive executive dashboards.
Combine multiple charts into executive-level dashboards showing account health across all business functions. Display revenue trends, support satisfaction, product adoption, and marketing engagement in unified views that tell complete customer stories.
Start building comprehensive dashboards today
This approach gives you enterprise-level visualization capabilities without enterprise BI tool costs. You can analyze relationships across unlimited Salesforce objects while using familiar spreadsheet interfaces and functions. Create dashboards that show the complete picture of your business performance.
