A good activity report will guide a sales manager through their team’s data. It helps them to visualize trends and to assess performance over time, so they can understand:
However, limitations with the out-of-the-box reports and dashboards you get with Salesforce means the information sales managers need is in several different places. This slows down their decision-making as they are forced to switch between reports to get the information they need. Continue reading
We picked out our top 3 most searched for articles. And, for each of these articles, we looked at the most common keywords people used in their search to reach this page. What we discovered, provides a glimpse into some of the BI and analytics related topics that continue to resonate with the SAP community.
Roll back the clock 15 or 20 years and one of the hot business intelligence topics of the day was information delivery systems. These systems enabled you to get timely, relevant information into the hands of a wide range of people across your whole organization. This meant people had ready access to information that was connected to their role, so they could make informed decisions.
It is always good when other people independently come to the same conclusions as you! This is why I liked Ryan Dunn’s Medium post Dash-bored so much.
Regular readers of this blog will know that we have been passionate about interactive dashboards (now known as Dashboard Apps) for a long time. So, reading Ryan’s post and his conclusions was music to our ears.
Good reports are essential for anyone who wants to get the most value from their Salesforce investment. As Salesforce say: “Reports and dashboards show how you performed in the past and what’s happening at the moment they are key to driving success and adoption for any CRM project.”
Sales teams are always on the lookout for new ways to help them close deals faster, increase their win rate or drive up their average order value. Return on investment (ROI) calculator software can tick all these boxes.
Sales teams use ROI calculators (see an example) to prove the value of their product or service in simple financial terms to their buyer. The buyer can use this information to build their business case to get the go ahead from the ultimate decision makers.
Key Performance Indicators – What Are They? A Key Performance Indicator (KPI) is something quantifiable that you can 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.
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.
- 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.