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Dashboards and Reporting: Making the Most of Your Data in Salesforce
Salesforce – Tips for Dashboards and Reporting
As the world’s premier CRM, Salesforce offers a a number of built in tools that can be used to visualize your sales, service, and marketing data. The goal is to help you forecast results, monitor your current metrics, and generate actionable business insights. Most of these visualization tools are designed to be used by non-technical team members, making it simple for even novice users to generate important data. This blog will help make the most of your data in Salesforce by providing a few valuable tips for dashboards and reporting.
Creating Salesforce Dashboards
Most companies use these dashboards to report on some combination of financial and productivity data:
The creation and management of these dashboards is another feature that has been greatly improved in Salesforce’s new Lightning Experience interface. It features drag and drop capabilities and other tools to make it much easier to identify the metric and choose the visualization. Lightning also supports interactive dashboards, allowing you to filter and segment data in real time.
Customize Your Experience
You can also create filters will allow your team members to view their personal sales performance, along with the performance of the overall company. You have the ability to choose who can see which metrics, supporting a consolidated view for management and individual view for your sales reps or CSR’s.
You can even schedule dashboards and reports to be sent out on a regular basis, allowing your team members to view them right before your Monday morning meeting!
Share Your Dashboards
Please contact us to learn more. We specialize in helping customers visualize their data on Salesforce, providing turnkey consulting, implementation, and support services.
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