How To Be A Good Sales Manager: Get Data-Driven

Sales-Manager-How-ToAs a sales manager, you understand that it’s all about the numbers: are you hitting them or not? And, if not, why not? You also understand that the difference between a good sales manager and an average sales manager is how you manage your sales team to help them achieve their full potential.

Continue reading

Dashboard vs Report: How dashboards drive better decisions

holding-dash-highReports and dashboards. They are 2 different ways to transform data into information and share with people across your organization.

Modern reporting tools include charts as well as tables to help people visualize data, but they are still rooted in the old paper-based world. They tend to be paginated and can be large and cumbersome to navigate. They are often delivered in PDF format.

Continue reading

Salesforce dashboard apps that help drive exceptional performance

SF App MontageOur recent survey of Salesforce® customer reporting habits found that many people feel they spend too much time creating reports and dashboards. On average our survey respondents spend over one day per week on this task. Continue reading

How to choose KPI software

Group of Multiethnic Busy People Working in an OfficeWhen choosing software to help you keep track of your key performance indicators (KPIs), start by thinking about why you are tracking these metrics.
Who needs to see them? Are they designed for use by execs who need a top-down, company wide view? Or are they aimed at managers who need to track the performance of their department?

Continue reading

What is a dashboard app?

An example dashboard appDashboard apps (sometimes called information apps) are the latest evolution of business dashboards. They allow you to present business information in a highly visual form that frontline workers can readily understand. But, what sets a dashboard app apart is that it guides people through the information displayed, allowing them to hone in on areas of interest, and then leading them to the detailed transactional data they need to take action.

Continue reading

How to move beyond Salesforce® joined reports

salesforce-cloudsAs a Salesforce® user, if you are looking at joined reports, you are probably butting up against the limits of Salesforce’s out of the box reporting capabilities.

Joined reports let you compare 2 sets of data across a common field (e.g. owner, account, campaign, etc.) that you otherwise wouldn’t be able to view side-by-side. For example, say you want to understand which of your opportunities may be at risk because they have open support cases associated with them. With a joined report, you can view a block of data showing opportunities alongside a block of data showing cases on an account by account basis to give you this information.

Continue reading

What makes a good Data Storyteller?

hiker-1082297_1920With more roles being advertised for Data Storytellers we asked ourselves what are the key traits of someone who is going to excel in this role.

Part of being a good Data Storyteller is being able to uncover new insights about the things that make your business tick and then presenting these in a clear and compelling manner that helps senior management to make effective strategic decisions. This requires good analytic skills aligned to a talent for filtering data and distilling it down to its essence.

Continue reading

Help us create a better Salesforce® reporting solution

salesforce-picture-2017Yesterday, we were delighted to announce the new cloud version of DecisionPoint™ which aims to make it easier for organizations to create and share insights from their cloud data.

Out of the gate, we’re supporting Salesforce® (alongside Excel® and CSV files) and we’re planning to add connectors to other popular cloud platforms soon.

Continue reading