What is a KPI?

key-performance-indicatorsKey Performance Indicators – What Are They?

A Key Performance Indicator (KPI) is something you measure to track how effectively your organization is achieving its primary objectives. A good KPI will clearly indicate if your organization is heading in the right direction towards achieving its strategic goals.

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Salesforce Dynamic Dashboards – 6 Signs You’ve Outgrown Them

salesforce dynamic dashboard

A Salesforce dynamic dashboard lets you display information tailored to the current user. This allows you to give people a personalized view of their Salesforce data.

For example:

  • A sales representative can see their personal forecast, made up of their accounts, contacts and opportunities
  • Or, an account manager can filter a dashboard to see details of open opportunities and open cases for their customers. In this case, the filter selector would only list their customers.

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Why end-user training is killing your BI project

User TrainingDo you have time set aside in your business intelligence (BI) project plan to train your business end-users? If you do, then I would urge you to think hard about what you are doing, because the need for business user training may well be an indicator that your project will not be the success you are hoping for.

As Mico Yuk is fond of saying, there is only one success metric which matters in BI: User Adoption. And, there are three reasons why the need for business user training kills adoption: Continue reading

3 reasons why SAP Lumira is not a replacement for SAP Dashboards

lumira-xcelsiusTwo years ago we published a post which explained “Five reasons why SAP Lumira is not the natural successor to SAP Dashboards (aka Xcelsius)”, and further why we believe that our DecisionPoint™ product is a better way forward.

The advice in this post still holds true, and indeed the events of the last year have reinforced our viewpoint.

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A Better Way To Deliver Salesforce Mobile Dashboards

smartphone-dashboardsSales people and sales managers who spend a large part of their lives on the road need access to reports and dashboards when they’re on the go. A mobile dashboard is the ideal way for them to access critical information. It helps them to track their performance and to decide where they need to focus their efforts to be successful.

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Why interactive dashboards must be available offline

offline-dashboardPreviously, I explained how interactive dashboards liberate business users from reporting inefficiency. Moving away from untimely, labor intensive, error prone, static reports to modern dashboard applications is a big step forward to creating a data-driven culture. Another positive step is moving to role-based dashboards. These ensure that everyone in your organization has the right level of information to hand, so they can answer their questions efficiently.

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Why role-based dashboards should be at the heart of your BI strategy

Thats the spirit When it comes to delivering reports and dashboards to business users across your organization, one size does not fit all. In fact, delivering generic dashboards to a diverse set of users is a recipe for dissatisfaction and lowadoption.

Role-based dashboards are the antidote to this.

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Simplify your Salesforce® reporting with these dashboards

Business-Report-DataAs a Salesforce® customer you want to provide online sales dashboards to your sales team. By giving them access to pre-built dashboards and reports you save them time … ensuring the information they need to be successful is always to hand.

Yet, many organizations find the standard Salesforce reports and dashboards too inflexible and too one-dimensional for their needs. They find they are often forced to dump data into Excel to get the answers they need. This is a time-consuming, manual process. It is impractical and frustrating for all involved. Frustrating for Salesforce administrators and sales operations people tasked with producing this information. Frustrating for sales people left waiting for information they need to do their jobs.

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How a modern dashboard answers business users’ questions

modern dashboardDo your dashboards deliver value for your business users? Do they provide enough information to answer the important questions that face your business on a daily basis? Or, is it time to make the move to modern dashboards that provide the flexibility your users need to answer their questions and guide their actions? Continue reading