Do you spend too much time on mundane Salesforce® reporting tasks? And, how much time do you spend each week answering one-off questions from your sales team? Are you tired of having to manually dump the data you need into Excel® to manipulate it? Does this reduce the time you have to spend on other important activities?
So, you want to create custom, visual dashboards from data stored in your SQL databases. You want these dashboards to refresh automatically. And, you want them to be available from a desktop browser, on a mobile device or even displayed on a big screen TV. Here, we offer 15 requirements to look for when choosing dashboard software to enhance your organization’s SQL reporting.
Out of the box Salesforce® reports and dashboards are limited. They offer inflexible layouts and lack interactivity. So, they don’t present information in a way that reflects how modern sales teams work and think.
Other technical constraints make it tiresome to get the information your sales team needs in one place. For example:
As 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.
Reports 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.
Our 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
Any performance management project that aims to define a set of KPIs must consider both leading and lagging indicators.
When 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?
Dashboard 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.
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.