reports and dashboards

Salesforce.com Israeli Forum

Analytics

News…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…

Agenda…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

Why Dashboards? 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

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

5 Steps to Dashboard Success 5 Steps to Dashboard Success

Identify Project

Define Goals & Key Metrics

“Socialize It”

Build & Refine

Maintain & Keep it Fresh

Measure and Define GoalsMeasure 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)

Best Practices - Organizing DashboardsBest 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

Best Practices - Implement DashboardsBest 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

Tips and TricksTips 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

Tips and TricksTips and Tricks

Survey your management and top users

Start with 4-5 component

Add components only if necessary

KIS - keep it simple

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