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