Insights

5 Simple Steps
to Effective

Reports &
Dashboards
in Salesforce

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A report or dashboard can provide insights about all the objectives that need to be fulfilled. Before heading to what reports are to be generated and what metrices the dashboard has to offer, it is very important to define what all the executives, CEO, VPs of sales, marketing and support need to know to run their businesses. For this, you need to take their questions, ask follow-up questions, know business objectives, determine the metrices that measure those objectives and map those to the capabilities of Salesforce CRM.

To begin with, capturing of the right data is crucial, pick a limited number of Key Performance Indicators (KPIs) or metrics & focus on reports/dashboards that are specific to business objectives.

Security & access of the reports & dashboards is controlled and restricted as per job functions and roles. Both reports and dashboards are stored in folders. If a user has access to any folder, he can view the dashboards but for dashboard components, access to underlying reports is also required.

A dashboard is the visual representation of key metrices and trends for records in an organization. Geographical data, stage or status information or any data that is a part of single grouping is displayed through horizontal bar/ vertical column charts and data that shows proportions of a total like number of leads by a lead source are displayed through pie and donut charts


The ultimate thing is to use data to drive behavior and produce results. Hence, tracking of metrices shouldn’t be limited at the executive levels only, individual users should also be able to view them on their personal dashboards & managers should be encouraged to run forecast calls from their personal dashboards. For better experience, a dashboard component that tracks faulty data must be included.

We’ve collated a list of 5 simple steps for effective reporting and dashboarding. Click Below to get a pdf outlining those 5 simple steps.



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Vikas Batra

CEO & CO-Founder

June, 2019

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Contact

Chirpn has offices in Australia, India and USA. We can be reached at info@chirpn.com for any queries, comments or feedback.

Australia

1503, 275 Alfred Street,
North Sydney, NSW - 2060, Australia

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676 Fernleaf Dr,
Milpitas, CA, USA 95035

India

EFC Center, JK Infotech 2, Behind KPIT, Unit 1101, Rajiv Gandhi info Tech Park, MIDC, Phase 1, Hinjewadi, Pune

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