Reports and dashboards
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Transcript of Reports and dashboards
Salesforce.com Israeli Forum
Analytics
News…News…
Upgrade updates session - once a quarter (Winter 09 is coming soon - Sneak Peek)
Professional sessions (Mini Dreamforce) - learn best practices, networking
Facebook - networking, discussion board, new applications from Appexchange and other interesting posts
One1 Event – November (TBD)
More to come…
Agenda…Agenda…
• Why Dashboards?
• 5 Steps to dashboard success
• Dashboards - best practices, tips and tricks
• Learn from others
• How Salesforce uses Salesforce Analytics?
• BI Panorama over Salesforce
Break
Why Dashboards? Why Dashboards?
Allow users to consume large amounts of information in a
simple, graphical view
Enables management to monitor KPI company-wide
Enables users to standardize on one common language…
one version of the truth
Great for driving specific behavior
Critical for driving executive support for Salesforce.com
The Mechanics of Reports/Dashboards
• Track individual records• Create associations between records• Search across all records
• Sort and organize• Segment and summarize
• Graphical depiction• Up to 20 elements per page
Dashboards
Reports
Records
Updated Real-Time
Click to Drill-Down
5 Steps to Dashboard Success 5 Steps to Dashboard Success
Identify Project
Define Goals & Key Metrics
“Socialize It”
Build & Refine
Maintain & Keep it Fresh
Measure and Define GoalsMeasure and Define Goals
What do you want to measure
Figure out sign of success
Indicators of potential failure
How will you know the goal is reached
Time frame - month, quarter, year
Company wide / Team / Personal
Distinguish between “Goal” and “it would be interesting to see…”
Be specific! (I want to see everything happened this week - too general)
Best Practices - Organizing DashboardsBest Practices - Organizing Dashboards
Organize Dashboards into Functional Areas:
Sales, Marketing, Support and Cross-Company Metrics
Executive, senior manger, direct manager, rep
Grant access to only those should users should see that information
Folders for different functions
Hide what’s not relevant for one’s function
Best Practices - Implement DashboardsBest Practices - Implement Dashboards
Phased roll out is always the best
Start small, small wins are huge
Don’t create dashboards for the sake of dashboards
Only create dashboard that have meaningful impact
Communication is the key
Let the users know that these dashboards are available, explain what the data shows and how it can make their lives easier
Tips and TricksTips and Tricks
Make the dashboard component readable
Use titles and footers
Organize columns by content (same time frame, same subject)
Report should be readable upon drill down
Use role definitions instead of user names
Too much info, too many charts - no analysis. You don’t need 20 charts
Different dashboard for different roles - what’s important for the CEO is not important for the sales rep
Tips and TricksTips and Tricks
Survey your management and top users
Start with 4-5 component
Add components only if necessary
KIS - keep it simple
Examples
Support & Live Demo
Case Loads
Closed CasesNew Cases
Case Loads – Drill down
Case Load Over Time
Open Case Status
Examples
Sales & Live Demo
Example 1
Example 1
Home Page
Example 2
Revenue
Performance vs. Target
Forecasts
Activity
Maintenance Trends
Exceptions
• Likely to slip– < 80%
• Key deals– > 80%– Top 5
Examples
Marketing