logo-hd-e1557732913615
  • About Us
    • Who we are
    • Our Clients
  • Services
    • Salesforce Quick Start Packages
    • Salesforce Consulting
    • Salesforce Implementation
    • Salesforce Managed Services
    • Salesforce Integration
    • Salesforce Staff Augmentation
  • Products
    • Communicat-O
    • Salesforce Clouds
      • Sales Cloud
      • Marketing Cloud
      • Pardot
      • Service Cloud
      • Commerce Cloud
      • CPQ
      • Einstein Analytics
      • Financial Services Cloud
      • Non-Profit Cloud
      • Community Cloud
      • Health Cloud
  • Industry Solutions
    • Real Estate
    • High Tech
    • Financial Services
    • Manufacturing
    • Healthcare
    • Insurance
    • Non-Profit
    • Travel | Hospitality
  • Resources
    • Blogs
    • Case Studies
    • Whitepapers and eBooks
  • Careers
Contact Us
logo-hd-e1557732913615
  • About Us
    • Who we are
    • Our Clients
  • Services
    • Salesforce Quick Start Packages
    • Salesforce Consulting
    • Salesforce Implementation
    • Salesforce Managed Services
    • Salesforce Integration
    • Salesforce Staff Augmentation
  • Products
    • Communicat-O
    • Salesforce Clouds
      • Sales Cloud
      • Marketing Cloud
      • Pardot
      • Service Cloud
      • Commerce Cloud
      • CPQ
      • Einstein Analytics
      • Financial Services Cloud
      • Non-Profit Cloud
      • Community Cloud
      • Health Cloud
  • Industry Solutions
    • Real Estate
    • High Tech
    • Financial Services
    • Manufacturing
    • Healthcare
    • Insurance
    • Non-Profit
    • Travel | Hospitality
  • Resources
    • Blogs
    • Case Studies
    • Whitepapers and eBooks
  • Careers
Contact Us
  • About Us
    • Who we are
    • Our Clients
  • Services
    • Salesforce Quick Start Packages
    • Salesforce Consulting
    • Salesforce Implementation
    • Salesforce Managed Services
    • Salesforce Integration
    • Salesforce Staff Augmentation
  • Products
    • Communicat-O
    • Salesforce Clouds
      • Sales Cloud
      • Marketing Cloud
      • Pardot
      • Service Cloud
      • Commerce Cloud
      • CPQ
      • Einstein Analytics
      • Financial Services Cloud
      • Non-Profit Cloud
      • Community Cloud
      • Health Cloud
  • Industry Solutions
    • Real Estate
    • High Tech
    • Financial Services
    • Manufacturing
    • Healthcare
    • Insurance
    • Non-Profit
    • Travel | Hospitality
  • Resources
    • Blogs
    • Case Studies
    • Whitepapers and eBooks
  • Careers
manras-logo-mobile
  • About Us
    • Who we are
    • Our Clients
  • Services
    • Salesforce Quick Start Packages
    • Salesforce Consulting
    • Salesforce Implementation
    • Salesforce Managed Services
    • Salesforce Integration
    • Salesforce Staff Augmentation
  • Products
    • Communicat-O
    • Salesforce Clouds
      • Sales Cloud
      • Marketing Cloud
      • Pardot
      • Service Cloud
      • Commerce Cloud
      • CPQ
      • Einstein Analytics
      • Financial Services Cloud
      • Non-Profit Cloud
      • Community Cloud
      • Health Cloud
  • Industry Solutions
    • Real Estate
    • High Tech
    • Financial Services
    • Manufacturing
    • Healthcare
    • Insurance
    • Non-Profit
    • Travel | Hospitality
  • Resources
    • Blogs
    • Case Studies
    • Whitepapers and eBooks
  • Careers
Blog

How to Use Salesforce Reports and Dashboards to Drive Business Insights

As a Salesforce implementation consultant, We have seen how Salesforce reports and dashboards can help businesses gain precious perceptivity into their sales, marketing, and client service processes. In this article, we will explain how Salesforce reports and dashboards work, the benefits they offer, and how you can use them to drive business perceptivity that can help you make better opinions.

How Do Salesforce Reports and Dashboards Work?

Salesforce reports and dashboards are tools that allow you to dissect data stored in your Salesforce case. Reports are used to display data in an irregular format, while dashboards allow you to fantasize about data through maps, graphs, and other visualizations.

Salesforce reports are created by opting a report type, which determines the data that’s included in the report. You can also customize the report by adding pollutants, groupings, and sorting options. Once you have created a report, you can save it for unborn use, schedule it to run automatically, or partake it with other druggies in your association.

Dashboards are created by opting factors, which are individual maps or tables that display specific data. You can customize the factors by opting the data source, choosing the type of map or table, and setting pollutants and other options. Once you have created a dashboard, you can partake it with other druggies or bed it in other operations.

Benefits of Salesforce Reports and Dashboards

Salesforce reports and dashboards offer several benefits for businesses, including

1. Increased visibility into your data
Salesforce reports and dashboards allow you to see your data in a way that’s easy to understand and dissect. This can help you identify trends, patterns, and openings that you may have else missed.
2. bettered decision-making
With Salesforce reports and dashboards, you can make data-driven opinions grounded on real-time information. This can help you make further informed opinions and avoid expensive miscalculations.
3. Increased collaboration
Salesforce reports and dashboards can participate with other druggies in your association, which can increase collaboration and ameliorate communication. This can help ensure that everyone is on the same runner and working towards the same pretensions.
4. Increased effectiveness
By automating the process of creating and participating in reports and dashboards, you can save time and increase effectiveness. This can allow you to concentrate on other important tasks and liabilities.

How to Use Salesforce Reports and Dashboards to Drive Business perceptivity

Now that you understand the benefits of Salesforce reports and dashboards, let’s take a look at how you can use them to drive business perceptivity.
1. Identify crucial Performance pointers( KPIs)
The first step in using Salesforce reports and dashboards to drive business perceptivity is to identify the crucial performance pointers( KPIs) that are most important to your business. This could include criteria similar to deals profit, client satisfaction, or lead conversion rates.
Once you have linked your KPIs, you can produce reports and dashboards that concentrate on these criteria. This will allow you to track your progress toward your pretensions and identify areas where you need to ameliorate.
2. Examiner Deals Performance
Salesforce reports and dashboards can be used to cover deals performance in real-time. By tracking criteria similar as deals profit, occasion channel, and win rates, you can identify trends and patterns that can help you make better opinions about your deals strategy.
For illustration, if you notice that your palm rate is dwindling, you may need to acclimate your deals process or give fresh training to your deals platoon.
3. dissect Marketing juggernauts
Salesforce reports and dashboards can also be used to dissect the effectiveness of your marketing juggernauts. By tracking criteria similar as supereminent conversion rates, website business, and social media engagement, you can identify which juggernauts are driving the most results and acclimate your strategy consequently.
For illustration, if you notice that a particular crusade is generating a high number of leads but a low conversion rate, you may need to acclimate the messaging or targeting to more align with your followership’s requirements.
4. Ameliorate client Service
Salesforce reports and dashboards can also be used to ameliorate your client service processes. By tracking criteria similar as client satisfaction scores, response times, and issue resolution rates, you can identify areas where you need to ameliorate and make changes to your processes consequently.
For illustration, if you notice that your response times are slower than your challengers, you may need to invest in fresh coffers or acclimate your processes to be more effective.
Conclusion

Salesforce reports and dashboards are important tools that can help businesses gain precious perceptivity into their deals, marketing, and client service processes. By relating your KPIs, covering deals performance, assaying marketing juggernauts, and perfecting client service, you can use these tools to drive business perceptivity that can help you make better opinions and achieve your pretensions.

If you need help with Salesforce implementation or consulting services, contact us.

Manras Technologies is a Platinum Salesforce Consultant and it can help you with any queries related to Salesforce CRM. With 8+ years of experience and certified Salesforce professionals onboard, Manras Technology can help you with expert knowledge in setting up Salesforce and integrating Salesforce CRM with other technologies. Feel free to get in touch with us at – Team@manras.com   

What are the Benefits of Salesforce For The Financial Industry?What are the Benefits of Salesforce For The Financial Industry?March 16, 2023
What is Salesforce Experience Cloud and how can it Help You?March 22, 2023What is Salesforce Experience Cloud and how can it Help You?
Recent Posts
  • Get the Most out of Your Lead Management
    Get the Most out of Your Lead Management
  • What Is the Role of Salesforce Einstein GPT in Improving the Business Processes?
    What Is the Role of Salesforce Einstein GPT in Improving the Business Processes?
  • How to Increase Your CSAT Score with Service Cloud – Omni Channel Capability
    How to Increase Your CSAT Score with Service Cloud – Omni Channel Capability
  • What is Salesforce Experience Cloud and how can it Help You?
    What is Salesforce Experience Cloud and how can it Help You?
  • How to Use Salesforce Reports and Dashboards to Drive Business Insights
    How to Use Salesforce Reports and Dashboards to Drive Business Insights

Logo

United Kingdom: London

India: Chandigarh, Gurugram, Mumbai & Surat

Email:

team@manras.com

Insights

Blogs

Case Studies

Company

About Us

Our Clients

Career

Contact Us

Services

Salesforce Quick Start Packages

Salesforce Consulting

Salesforce Implementation

Salesforce Managed Services

Salesforce Integration

Salesforce Staff Augmentation

Copyright © 2022 Manras. All Rights Reserved

Privacy Statement | Site Map

#integrio_button_6428d76e11dee .wgl_button_link { color: rgba(255,255,255,1); }#integrio_button_6428d76e11dee .wgl_button_link:hover { color: rgba(50,50,50,1); }#integrio_button_6428d76e11dee .wgl_button_link { border-color: rgba(21,159,218,1); background-color: rgba(21,159,218,1); }#integrio_button_6428d76e11dee .wgl_button_link:hover { border-color: rgba(21,159,218,1); background-color: rgba(255,255,255,0); }#integrio_button_6428d76e11dee.effect_3d .link_wrapper { color: rgba(21,159,218,1); }#integrio_button_6428d76e1a297 .wgl_button_link { color: rgba(255,255,255,1); }#integrio_button_6428d76e1a297 .wgl_button_link:hover { color: rgba(50,50,50,1); }#integrio_button_6428d76e1a297 .wgl_button_link { border-color: rgba(21,159,218,1); background-color: rgba(21,159,218,1); }#integrio_button_6428d76e1a297 .wgl_button_link:hover { border-color: rgba(21,159,218,1); background-color: rgba(12,90,219,0); }#integrio_button_6428d76e1a297.effect_3d .link_wrapper { color: rgba(21,159,218,1); }#integrio_soc_icon_wrap_6428d76e3692a a{ background: #314f96; border-color: transparent; }#integrio_soc_icon_wrap_6428d76e3692a a:hover{ background: #ffffff; border-color: #314f96; }#integrio_soc_icon_wrap_6428d76e3692a a{ color: #ffffff; }#integrio_soc_icon_wrap_6428d76e3692a a:hover{ color: #314f96; }.integrio_module_social #soc_icon_6428d76e3696d1{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e3696d1:hover{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e3696d1{ background: #44b1e4; }.integrio_module_social #soc_icon_6428d76e3696d1:hover{ background: #44b1e4; }.integrio_module_social #soc_icon_6428d76e369902{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369902:hover{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369902{ background: #4661c5; }.integrio_module_social #soc_icon_6428d76e369902:hover{ background: #4661c5; }.integrio_module_social #soc_icon_6428d76e369aa3{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369aa3:hover{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369aa3{ background: #0a66c2; }.integrio_module_social #soc_icon_6428d76e369aa3:hover{ background: #0a66c2; }.integrio_module_social #soc_icon_6428d76e369bc4{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369bc4:hover{ color: #ffffff; }.integrio_module_social #soc_icon_6428d76e369bc4{ background: #ed407c; }.integrio_module_social #soc_icon_6428d76e369bc4:hover{ background: #ed407c; }
Let's Connect





    WhatsApp