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Instant Stardom How to Build Executive Dashboards

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dreamforce2006
dreamforce2006

This document provides an overview and agenda for a presentation on building executive dashboards in Salesforce. It discusses the benefits of dashboards for monitoring business goals and performance, motivating teams, and promoting success. It also provides tips on setting up effective dashboards using custom reports, components like charts and tables, best practices, and advanced reporting options.

Economy & FinanceTechnology
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Instant Stardom: How to Build Executive Dashboards Steve Settelmayer, Neff Rental Kevin Sherman, salesforce.com New System Administrators
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Would You Drive at Night Without Headlights? ,[object Object],[object Object],[object Object]
Reports Types and Uses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where to Start? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reports—Creating Custom Reports 1. Select data source Custom objects too! Predefined Relationships between objects FY and then by FQ Acct and then sub-acct Sales Manager and then Rep Record Counts, Avg., Highs/Lows 2. Select report type 3. Select columns to summarize and define custom formulas 4. Select Grouping
Reports—Creating Custom Reports Custom fields located towards the bottom. Don’t forget dynamic date filters! Save for last. “ and ” = Default filter. Use advanced filters link and “()” to create “ or ” filters 5. Select fields (columns) to include 6. Order the fields (columns) 7. Set filter criteria 8. Create chart
Reports - Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Turn the lights on with Dashboards!
Dashboard Basics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Components ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dashboard - Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dashboard - Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Steve Settelmayer VP of Sales and Marketing [email_address]
Company Introduction Template ,[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Equipment Rental EMPLOYEES: 1,000 GEOGRAPHY: United States PRODUCT(S) USED: SFA, Marketing, Offline Edition, 2 AppExchange Installs # USERS: 317 LOGIN RATE: 95%
Importance of Dashboards ,[object Object],[object Object],[object Object]
Construction Activity Dashboard ,[object Object]
Business Development Dashboard ,[object Object]
Recruiting Manager ,[object Object]
Importance of Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
THANK YOU STEVE!!!! ,[object Object]
Jump Start with the AppExchange ,[object Object],[object Object]
Jump Start with the AppExchange ,[object Object],[object Object]
Jump Start with the AppExchange ,[object Object]
Jump Start with the AppExchange ,[object Object]
Advanced Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dreamforce ’06 Analytics Sessions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Also Visit the Partner Pavilion for Innovative Analytics Solutions Some of these sessions may have already been presented. Look for the archived presentation on www.successforce.com in the days following the conference.
Steve Settelmayer VP of Sales and Marketing Kevin Sherman Sr. Customer Success Manager QUESTION & ANSWER SESSION On-off questions can be answered on-site at the Success Clinic Booths!!!
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 109, #### For example, “ Session 123, 5555 ” Session ID: 109 Session ID # Scores for 4 categories SMS Voting powered by:

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Instant Stardom How to Build Executive Dashboards

  • 1. Instant Stardom: How to Build Executive Dashboards Steve Settelmayer, Neff Rental Kevin Sherman, salesforce.com New System Administrators
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  • 7. Reports—Creating Custom Reports 1. Select data source Custom objects too! Predefined Relationships between objects FY and then by FQ Acct and then sub-acct Sales Manager and then Rep Record Counts, Avg., Highs/Lows 2. Select report type 3. Select columns to summarize and define custom formulas 4. Select Grouping
  • 8. Reports—Creating Custom Reports Custom fields located towards the bottom. Don’t forget dynamic date filters! Save for last. “ and ” = Default filter. Use advanced filters link and “()” to create “ or ” filters 5. Select fields (columns) to include 6. Order the fields (columns) 7. Set filter criteria 8. Create chart
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  • 10. Turn the lights on with Dashboards!
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  • 16. Steve Settelmayer VP of Sales and Marketing [email_address]
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  • 30. Steve Settelmayer VP of Sales and Marketing Kevin Sherman Sr. Customer Success Manager QUESTION & ANSWER SESSION On-off questions can be answered on-site at the Success Clinic Booths!!!
  • 31.