How to use Salesforce reports and dashboards to drive business insights.

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