Monthly Archives: September 2017

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