Coefficient Web Dashboards turns any Google Sheet/Excel into a live, BI-quality dashboard using AI. Describe what you want in plain English, and the AI builds an interactive dashboard with charts, KPIs, drill-downs, and AI-generated visuals — all powered by your trusted spreadsheet data.
Create a Web Dashboard
To get started, you will need to make sure you have at least 1 data set in a Google Sheet/Excel file. This can be a Coefficient import, a CSV file, a manual-entry table, or multiple tabs containing data. If you need help creating your first Coefficient import on Google Sheets (click here) or Excel (click here).
- Open the Google Sheet/Excel workbook you would like to build on:
- Open the Coefficient sidebar and select "Web Dashboards".
- Enter a prompt. You can be generic (ie, "Build me a sales dashboard.") or specific (ie, "Show me ARR by quarter and pipeline trendline.").
- A new tab will open in your browser, showing the status of your new Dashboard as it is being created. ℹ️ NOTE: This may take a few moments to build, depending on the amount of data and the complexity of the prompt you entered.
- Once finished, your new Web Dashboard will look something like this:
ℹ️ NOTE: You will also receive an email letting you know that your new Web Dashboard is ready for you to view. 📬
💡 EXCEL PRO TIP: Just edited your workbook? Wait 2 minutes before refreshing. Microsoft's API takes up to 2 minutes to sync changes made in Excel. If your refresh isn't working right after an edit, give it a moment and try again.
Edit a Web Dashboard
A Web Dashboard can be edited either by dragging and dropping tiles/components of the dashboard or by using the "Edit with AI" function.
Drag and Drop
This is the quickest way to edit your dashboard layout. Simply hover your mouse over a tile, and in the top left corner, the option to "Drag to reorder will appear.
Before:
After: ✨
Edit with AI
Sometimes you may want to make changes to the dashboard or tweak some of the insights. This can be achieved by using the Edit with AI feature (in the top-right corner).
Open up your Dashboard and click on the "Edit with AI" (blue button in the top right corner). The right sidebar will expand, and you can prompt the AI to make further changes to your dashboard.
My Dashboards
To view a previously generated or shared dashboard, select My Dashboards from the navigation menu.
From there, you have two options:
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1. Select a dashboard directly from the list displayed on the screen. |
2. Select All Dashboards to browse the full list of dashboards you have access to. |
Source Sheet
Understanding the data powering your Web Dashboard and where it comes from can be critical to ensuring data accuracy and making updates. When selected, the "Source Sheet" will show all the imports/Tabs that power your Web Dashboard. You can enable/disable the inclusion of tabs, as well as manually refresh your Web Dashboard.
💡PRO TIP: Always refresh your source sheets before clicking "Refresh Data & Tabs" in your Web Dashboard. Refreshing the dashboard alone won't pull in the latest data — refreshing your source sheets first ensures all updates are captured before the dashboard syncs.
Subscribe to a Web Dashboard
Subscribing to a Web Dashboard lets you receive updates and insights on what you want to track most. You can select to send the Subscription updates; Hourly, Daily, Weekly or Monthly as a designated time. You can choose to send the entire Dashboard or specific blocks, and these can be delivered via email or to Slack. Click "Save Subscription" to confirm your schedule.
Share a Web Dashboard
Sharing your Web Dashboard and its insights is a great way to collaborate with Coefficient. You can add users' email addresses in the provided box and grant Editor or Viewer access, or grant general access to anyone in your domain.
Personalized Views
Personalized Views automatically filter dashboard data for each viewer based on their email address — so every user sees only a version of the dashboard filtered for them, and cannot change or remove the filter.
Editors retain full access to all data and can preview any viewer's experience using View As. Viewers see only the rows where their email matches — the filter is applied automatically and cannot be removed.
Personalized Views are great for when you share a dashboard with multiple stakeholders who should each see a different slice of the data, like sales reps viewing their own pipeline, account managers seeing their own customers, or regional leads viewing their own territory.
Structuring your Spreadsheet
Your source data needs a column containing the email address(es) of the person who should see each row. Common examples:
- Owner Email
- Rep Email
- Customer Email
- Filter Emails
Coefficient will use this to match rows to the right person when they open the dashboard.
How to Set it up
There are two ways to get started:
Option 1: Via Share Settings
Select "Share", then open "Advanced settings" and toggle on "Personalized Views". The chat will automatically fill with the message "I want to set up personalized views so each viewer only sees their own data" — just hit "Send" to continue.
Option 2: Ask the Agent directly
You can also just ask/prompt the agent in chat.
Example: "Set up Personalized Views for this dashboard."
Either way, the agent will scan your connected data sources for a column containing email addresses. If it finds one, it will confirm which column it plans to use and ask you to proceed. Review the proposed column(s) and click Proceed to activate.
ℹ️ NOTE: If the agent can't find an appropriate column, it will prompt you to add one before continuing.
How to Verify Your Setup
To verify your Personalized Views are set up properly, use "View As" to preview the dashboard as a specific user before sharing. You can enter any viewer's email to confirm they see the right data and nothing they should not.
Editor vs. Viewer Experience
Themes
Changing the look and feel of your dashboard is a great way to customize your insights. If you want a theme you don't see in the list, feel free to request one!
Best Practices
- Start with a detailed prompt. The more context you provide upfront — metrics, audience, layout preferences — the less back-and-forth you'll need to get to a finished dashboard.
- Use Explain when sharing with leadership. Attaching an explanation to key metrics answers the "where does this number come from?" question before it's asked, especially useful when presenting to executives or finance.
- Edit components, not the whole dashboard. If one chart is off, use Edit in Chat to fix just that piece rather than regenerating everything from scratch.
- Combine edits into a single prompt. You can change a chart type, add a filter, and connect a data source all in one message — no need to send separate instructions.
- Make it yours. Themed leaderboards, custom icons, and infographics aren't just cosmetic — they make dashboards more engaging and memorable in team meetings.
- Keep your dashboard scope focused. Only include tabs that contain data you actually want analyzed. This helps Coefficient generate more relevant insights and improve overall dashboard performance.
FAQs for Web Dashboards
Can I pull data from multiple imports and tabs to build my Dashboard?
Yes. When building your Dashboard, you can select which tabs and imports in your workbook to include as data sources.
How often does my Dashboard refresh?
Your Dashboard refreshes hourly, in sync with your Coefficient data refresh schedule. You can also trigger a manual refresh at any time by clicking the "Source Sheet" tab and selecting "Refresh Data & Tabs".
How do I share my Dashboard with others, including people outside my company?
Open the "Share" tab at the top of your Dashboard to manage access. You can set permissions for individual users or apply a general setting for all viewers.
How can I verify that the data in my Dashboard is accurate?
Click "Explain" on any component or tile to see a breakdown of exactly which tabs and columns were used and how the metric was calculated.
How is this feature supported on Excel Cloud vs. Desktop?
How does refresh work on Excel Desktop (Local)?
To refresh your data, open the Coefficient sidebar in Excel and upload the latest version of your file. Coefficient will use that file to update your connected data.
If Coefficient detects any structural differences between the file you uploaded and the original — such as renamed sheets, added or removed columns, or a changed layout — it will flag those changes and prompt you before proceeding. You can either continue with the refresh or upload a different file if the changes weren't intentional.
If the refreshed data doesn't look right, you can undo the refresh and revert to your previous state.
How can I set up my Excel Web Dashboard to refresh automatically or on a schedule?
To leverage automatic/scheduled refreshes in Excel, save your Excel file to SharePoint or OneDrive and connect it via Coefficient's cloud flow. Cloud-based files support refresh scheduling in a way that local files do not.
If you have an existing dashboard built from a local file, you don't need to rebuild it from scratch. Paste your existing dashboard URL into the Coefficient prompt and ask the agent to recreate it using your cloud file. The agent will use your current dashboard as a reference and build a copy connected to the new file.
My Dashboard is not showing the latest changes after I have edited my Excel file. What can I do?
This depends on whether your Excel file is saved locally or in the cloud.
Cloud files (SharePoint or OneDrive): Microsoft's API can take up to 2 minutes to sync changes made in Excel. Wait a couple of minutes, then try refreshing your dashboard again.
Local files: Changes aren't synced automatically. Open the Coefficient sidebar in Excel and upload the updated version of your file to trigger a refresh.
I uploaded a new version of my local file (Excel) and got a warning about the file structure changing. What can I do?
Coefficient detected that the structure of your updated file differs from the original — this could be a renamed sheet, added or removed columns, or a changed layout.
You have two options:
- Proceed with the refresh — Coefficient will update your data using the new file structure. If anything looks off, you can undo the refresh and revert to your previous state.
- Upload a different file — If the structural changes weren't intentional, go back and upload a version that matches the original structure instead.
Can I set up a scheduled refresh for a local (Excel) file?
Scheduled refresh isn't supported for local files. To enable it, you'll need to move your file to SharePoint or OneDrive — once it's there, you'll have full feature parity with Google Sheets, including scheduled refresh.
To get set up without rebuilding your dashboard from scratch:
- Upload your Excel file to SharePoint or OneDrive.
- Open the Coefficient sidebar and paste your existing dashboard URL into the prompt.
- Ask the agent to recreate the dashboard linked to your new cloud file — it will use your existing dashboard as a reference and automatically create a copy.
Where is the Subscribe option in my Excel dashboard?
The Subscribe option is available for cloud-based Excel files (SharePoint or OneDrive). If you're on a local file, Subscribe is still available, but since local files don't support automatic refresh, notifications will reflect the same data until you manually upload an updated file.
If you'd like to get the most out of Subscribe, consider moving your file to SharePoint or OneDrive to enable automatic refresh alongside your subscription.