6 Tips To Improve Salesforce Reports

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Connect directly to your sales data. Update your sales dashboards on the fly, without waiting in a queue from your IT department. Add advanced analytics and securely share in interactive web …

Connect directly to your sales data. Update your sales dashboards on the fly, without waiting in a queue from your IT department. Add advanced analytics and securely share in interactive web dashboards.

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  • 1. Tips to ImproveSalesforce Reports
  • 2. Stop Waiting forData and ReportsConnect directly to yoursales data. Update your salesdashboards on the fly, withoutwaiting in a queue from the ITdepartment or taking weeks ofwork by your Salesforce.comadministrator. Show territorychanges, new quotas, personnelchanges, and new business rules.
  • 3. Segment YourSales Data Sales by SegmentUnderstanding corporatesales performance is key todetermining what adjustmentsyou need to make to yourbusiness today. Typicalcomparative analysis, such asyear over year growth, is easyto do as a single calculation.But you also need to look atyour performance over timeby segment, by top customers,and by region.
  • 4. Mash Up Data Salesforce data +Salesforce and Force.com giveyou lots of options to bringdata directly into Salesforce, butyou may have data to integratefrom other cloud sources Product dataand your website as well as Market researchyour on-premise databases Website dataand spreadsheets. Blend your DemographicsSalesforce data with leads, marketresearch, web analytics, quotas,demographics, and more. Now =you can bring it all together. GENIUS
  • 5. Take Out Your TrashDon’t fall into the trap of keeping Bad Leadsa long list of poor-quality leadsin the pipeline. Instead of beingsafe with padded numbers,this just wastes your time andresources. Have a pipeline with alot of dead leads? Make sure thatyour sales team are cleaning uptheir pipelines. You can’t gaugewhether you’ll make quota ifthere’s a lot of junk blocking yourview. Qualify the leads, sendthem to remarket, or put themin the garbage bin.
  • 6. Forecast ActualNo one knows your business aswell as you do. But sometimesit’s helpful to forecast a baseline Forecastto test your own assumptionsand estimates.
  • 7. Make Everyone YourSmartest AnalystEveryone in your organization hasamazing insights. Why reinvent thewheel? Instead, find a way to makethose one-off, ad-hoc analyses intorepeatable, updatable dashboards— and share them across yourorganization. Win, win.
  • 8. About Tableau SoftwareTableau Software helps people see and understand data.Tableau helps anyone quickly analyze, visualize and shareinformation. More than 10,000 organizations get rapidresults with Tableau in the office and on-the-go.Tableau has a direct connection to Salesforce that letsyou pull data into a fast in-memory data engine, thenanalyze it and publish it securely. Tableau keeps yourdata up to date automatically using the Salesforce APIs.Try it for free or see more examples about Salesforce Analytics at:.tableausoftware.com/solutions/salesforce-analytics