Knowing where to start, especially when building your first dashboard, can be a challenge. Maybe Marketing is too loose in generating their Marketing Qualified Leads? Maybe Sales doesn’t have the right content to convert those MQL’s? Dashboards like this can help better align efforts across teams and identify trends, allowing you to pivot quickly.Īwesome right? You’re raring to go and ready to put every one of your two hundred reports into a dashboard, but there are still things to consider before you begin. Virtually every role within your organization can benefit from some sort of dashboard.įor sales teams, a dashboard that contains a sales rep leaderboard (shown left) can act as a motivator for staff, can offer valuable recognition for team members who are leading, and also give management insights into their top performers for the cycle.įor a sales executive, a dashboard with five to ten deal metrics (shown below) might offer the most bang for their buck and provide valuable data quickly before stepping into, or during, a meeting.įor sales and marketing teams, creating cross-functional dashboards, like the Lead Funnel Dashboard (shown below) can give a quick look into how well Sales and Marketing are working together, and allow both departments to make data-driven decisions, while identifying where Sales and Marketing should best spend their time. Whether you’re a C-suite executive, front-line sales staff or a marketing director, there’s a dashboard that will help you do your job and give you quick access to information that enables you to take action. In an age where we’re bombarded with information 24/7, having quick insight into the key performance indicators for your role is critical. Enter the Salesforce dashboard.ĭashboards bring together the results of multiple reports into a visual quick-reference hub, with a variety of highly customizable styles. Having to open up ten different reports, when all you really need is a quick summary snapshot of your data, seems less than ideal. However, for most day-to-day operations detailed reporting is likely overkill. Sales, Marketing, Accounting, Production, Service and more all have individual reporting metrics that are of interest to their given business unit. You’ve likely built a plethora of reports for the various types of user roles within your Org. However, not all of your valuable information is valuable to all roles at all times. Your Salesforce Org is a wealth of information that is vital to your operations. Looking to bring skilled Salesforce professionals into your business?īrowse our bank of fully qualified and vetted Salesforce talent for freeīrowse Candidate Search What is a Salesforce dashboard exactly?ĭashboards are a highly visual, customizable, aggregate view of reports that are meaningful to a given user’s role. Or you could hire someone to build it for you… I’m also assuming you have the necessary licensing (Professional, Enterprise, Performance, Unlimited or Developer edition) and necessary permissions to build reports and dashboards.
Since Classic is as good as gone it makes little sense to focus on the Classic dashboard experience. Note: For the purposes of this article I’m referring to dashboards in the Salesforce Lightning Experience. Salesforce dashboards are just that-the go-to place for information about your organization. It is the go-to place for information when operating your vehicle. The centralized hub for virtually all information about the current state of your vehicle-speed, RPM, fuel level, mileage, length of your current trip, any warning or maintenance messages… they’re all there. However, most will think of the instrument panel on a vehicle. When you hear the word “dashboard” what do you think of?įor some it’s Meat Loaf, the 70s rock icon, drenched in sweat, belting out heartfelt lyrics about teenage love, commitment, and the ravishing effects of time on both. Michael Grant of the consultancy TMD is an experienced Salesforce platform expert, and in this article talks us through creating a custom reporting dashboard in Salesforce to help get more meat (loaf) into your daily reporting.
Visibility on business data is incredibly important, and this is one of Salesforce’s best features when utilized correctly with Salesforce dashboards.
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