Database Management is one of the top marketing trends of 2017. When Salesforce acquired Krux in October of 2016, it was a major advancement for their cloud based marketing software.
Widely regarded for its powerful CRM system, Salesforce is an industry leader through its variety of products aimed at business corporations. Whether you are using the CRM, or apps via the AppExchange, the information given from the main dashboard is the lifeblood of your business.
One of the major contributors to its popularity are the reports available to each user. Salesforce reports come in all shapes and sizes and are customizable to suit your business’s needs.
How can Salesforce reports change the game for your business? Keep reading to see why you’ll look at the reports tab in a whole new light.
Salesforce Report Building
The Salesforce reports builder is one of the best features of any marketing software out today.When you create a report from scratch the Report builder gives you a primary subject for the report, and all related subjects to go along with the topic.
You want to make sure the format is what you are looking for. This will avoid any issues with data sent over to the dashboard. The drag and drop feature will easily become your best friend. It’s allows you to set up the reports based on whatever filters, fields, criteria, charts and groupings needed for the report.
With five different filtering options, you will be able to filter your Salesforce reports to your liking. You also have the option to create report specific filters.
Having a filter on a report that only shows accounts with $2M in revenue and 50+ employees? You’ve hit the jackpot right?
Once you build the reports the next step logically is to format them. Proper formatting will create useful information in the dashboard, which we will talk about in a few minutes.
After creating your Salesforce reports you must format them to be easy to read. The reports can be formatted by tabular, matrix, joined and summary.
The tabular format is used for list making. The matrix allows you to summarize and group the report by column and row. The joined format is a great feature that allows you to review reports side by side, and the summary format groups and summarizes the report info.
Proper creating and formatting of your reports will make utilizing the dashboard that much easier for your team.
You want your dashboard to be the main hub for all the important information of your company. This will allow your business to have all the important information when opening Salesforce.
What makes the Salesforce dashboard stand out from other CRM systems? The comprehensive Wave Analytics system add on.
The Wave Analytics add-on will give you in-depth data that you wouldn’t be able to access from the main dashboard. When you first set up the dashboard you will need to make it insightful and appealing to the the key members of your team.
Once you add on Wave Analytics (at a per user fee), the dashboard has an “Opportunity Details” panel. There you will find the potential money from leads and businesses you have targeted.
There are many widgets at your disposal in the dashboard. You can group potential business opportunities by type, and determine which members of your team have the potential to generate the newest business.
Knowing the key factors of the Wave Analytics dashboard (KPI, easy to read charts) will make the learning curve that much easier. When you pull up information about your business’s KPI, wave analytics will break it down by per person in real time.
You can also sort information by geographical locations. This allows you to determine which of your team members are making the most sales with a particular product.
This a key aspect of knowing the strengths and weaknesses of your top performers and can determine how products and services can be marketed in the future. You won’t be stuck at your desktop all day, so you also have the ability to create a dashboard that is user-friendly on multiple types of devices.
The mobile dashboard creator allows you to add or remove widgets for specific devices, while also having multiple layouts to adjust for screen size.
While the generic “Phone, Tablet, Desktop” templates are available to use, consider going the custom route. It’s likely that your team will use a variety of Ipads, laptops and Macbooks so the custom route allows you to appease everybody.
No one knows your team better than you so create a couple of layouts that will make everyone happy.
There are a few rules that will need to be followed in order to get the layout to work properly on the devices. The options are not limitless, but the step by step guide makes the process simple and easy for even those of us lacking the technological know how.
Changing the game one dashboard at a time
So now you have an understanding on how innovative Salesforce reports and the dashboard can be. Your business won’t be able to learn anything essential without the creation of proper reports.
Once those reports are created they must be formatted to provide the useful information to the dashboard. Creating the dashboard can be vital because with key components missing it will show information that isn’t necessarily needed right when you open up company information.
After you create your first dashboard you should dive into the number of options that can be purchased through Wave Analytics. After cruising through Wave Analytics on your desktop, go ahead and create custom layouts for the different devices your team members will use (although the default ones can work in a pinch).
Having live information at your fingertips in a user-friendly format will make your life easier.
What ways will you use the new features of the Salesforce Report & Dashboard?
Do you think purchasing the Wave Analytics add on will be in your company’s future?
Give us a shout in the comments section and let us know!