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
Types of Dashboards
Static
A Static Dashboard renders the same data for all viewers. These are most useful for team level views, KPI reporting or broader audiences.
If a Case Management Team wants to see all of their open cases, close rate, cases awaiting assignment etc. across their collective group, static would be the way to go. This would give the high level view for everyone and not filter in any way other than what is determined at the dashboard/report level.
Static Dashboards are also great for manager level view, but can falter at the agent/rep level . Their inability to filter to the viewer means that in some instances data may be shared about co-workers that wouldn’t be best seen by an entire team. They are simple to maintain and you don’t have to take into account certain security considerations.
There is also no limit on the number that you can create.
Dynamic
Dynamic Dashboards in Salesforce are designed to automatically tailor the view to the logged in user. Based on their profile/role/sharing settings different data.
For Example, on an Open Opp Dynamic Dashboard, a Manager could see all ops for his entire team, but no one else’s team. Further, the reps could only see their own Open Opps, not their team members.
In the static world multiple instances of the same thing would need to be used.
Data Security also comes into play as it is a bit more strict and considered “more secure” than its static cousin.
The downside to Dynamic Dashboards is that there is a very small number that can be created per org: 3 for developer edition, 5 for enterprise and 10 for peformance/unlimited editions. These limits can be increased by Salesforce but it is a small increase, roughly 5 extra in an unlimited edition org.
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.