Dashboard
Overview
Visual representations of key metrics and data in Salesforce. They are a powerful tool for monitoring performance, tracking progress, and making data-driven decisions.
How Are Dashboards Used?
Dashboards are used to visualize and analyze data, providing key insights and metrics at a glance. They are composed of multiple reports and can utilize the features from the reports or custom dashboard analytics.
What is the Benefit?
Visualization
There are numerous output options line, bar, pie, dot, etc making it easier to identify trends and performance indicators.
Performance Tracking
Users can access real-time data allowing for informed decisions based on the most current information. Managers can also use real-time data to analyze team performance and adjust strategies on the go.
Strategy
Dashboards can analyze historical data over time helping to identify patterns and make informed predictions about future performance
Who is Impacted?
Sales Teams
Sales representatives can track their performance, monitor sales metrics, and identify opportunities.
Customer Service Representatives
Reps monitor case resolutions, customer satisfaction scores, and team performance.
Support Managers
Managers can oversee team performance metrics, assess workload distribution, and ensure compliance with SLA’s.
Marketing Teams
Marketers can evaluate campaign performance, track lead generation, and analyze customer engagement metrics.
C-Suite
Executives benefit from high-level insights into overall business health and performance, aiding in strategic decision-making and resource allocation.