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Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
Reports and dashboards
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Reports and dashboards

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The importance of reports and dashboards in business

The importance of reports and dashboards in business

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  • Welcome
  • המידע מפוזר על פני אובייקטים שונים. כל יוזר (מכירות או SUPPORT) מעדכן בכל מיני מקומות: Leads, Opportunities, Accounts, Cases. אין דרך אחרת לראות את כל הדברים במקום אחד. דשבורד הוא הדבר היחיד שמאפשר זאת.
    מאפשר להנהלה לראות התקדמות של מדדים שונים ושל מחלקות שונות במקום אחד
  • Just a quick review of how this all works together.
    Dashboards tie to underlying custom summary or matrix reports only, and can have up to 20 dashboard panels per page. You can click and drill down from a dashboard, to the custom report, directly to the individual record.
  • Welcome
  • Welcome
  • Welcome
  • Transcript

    • 1. Salesforce.com Israeli Forum Analytics
    • 2. 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…
    • 3. 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
    • 4. 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
    • 5. 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
    • 6. 5 Steps to Dashboard Success Identify Project Define Goals & Key Metrics “Socialize It” Build & Refine Maintain & Keep it Fresh
    • 7. Measure 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)
    • 8. Best 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
    • 9. Best 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
    • 10. Tips 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
    • 11. Tips and Tricks Survey your management and top users Start with 4-5 component Add components only if necessary KIS - keep it simple
    • 12. Examples Support & Live Demo
    • 13. Case Loads Closed CasesNew Cases
    • 14. Case Loads – Drill down
    • 15. Case Load Over Time
    • 16. Open Case Status
    • 17. Examples Sales & Live Demo
    • 18. Example 1
    • 19. Example 1
    • 20. Home Page Example 2
    • 21. Revenue
    • 22. Performance vs. Target
    • 23. Forecasts
    • 24. Activity
    • 25. Maintenance Trends
    • 26. Exceptions • Likely to slip – < 80% • Key deals – > 80% – Top 5
    • 27. Examples Marketing

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