Salesforce.com Israeli Forum
Analytics
News…
Upgrade updates session - once a quarter (Winter 09 is
coming soon - Sneak Peek)
Professional sessions (Mini Dreamfo...
Agenda…
• Why Dashboards?
• 5 Steps to dashboard success
• Dashboards - best practices, tips and tricks
• Learn from other...
Why Dashboards?
Allow users to consume large amounts of information in a
simple, graphical view
Enables management to moni...
The Mechanics of Reports/Dashboards
• Track individual records
• Create associations between records
• Search across all r...
5 Steps to Dashboard Success
Identify Project
Define Goals & Key Metrics
“Socialize It”
Build & Refine
Maintain & Keep it ...
Measure and Define Goals
What do you want to measure
Figure out sign of success
Indicators of potential failure
How will y...
Best Practices - Organizing Dashboards
Organize Dashboards into Functional Areas:
Sales, Marketing, Support and Cross-Comp...
Best Practices - Implement Dashboards
Phased roll out is always the best
 Start small, small wins are huge
Don’t create d...
Tips and Tricks
Make the dashboard component readable
Use titles and footers
Organize columns by content (same time frame,...
Tips and Tricks
Survey your management and top users
Start with 4-5 component
Add components only if necessary
KIS - keep ...
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
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

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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
  • Reports and dashboards

    1. 1. Salesforce.com Israeli Forum Analytics
    2. 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. 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. 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. 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. 6. 5 Steps to Dashboard Success Identify Project Define Goals & Key Metrics “Socialize It” Build & Refine Maintain & Keep it Fresh
    7. 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. 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. 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. 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. 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. 12. Examples Support & Live Demo
    13. 13. Case Loads Closed CasesNew Cases
    14. 14. Case Loads – Drill down
    15. 15. Case Load Over Time
    16. 16. Open Case Status
    17. 17. Examples Sales & Live Demo
    18. 18. Example 1
    19. 19. Example 1
    20. 20. Home Page Example 2
    21. 21. Revenue
    22. 22. Performance vs. Target
    23. 23. Forecasts
    24. 24. Activity
    25. 25. Maintenance Trends
    26. 26. Exceptions • Likely to slip – < 80% • Key deals – > 80% – Top 5
    27. 27. Examples Marketing

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