Have you ever wanted a simple overview of your company stats to help you make better decisions? With Salesforce Reports and Dashboards, you can build reports, examine and even share data with other team members. When faced with a decision, it’s nice to have all of the information in front of you, and Salesforce helps you do just that.
You can build a report made up of virtually any fields and filters. You can even choose the report type and format for your data. As a busy professional, we know you don’t have a lot of time to comb through data. And in business, I think we can all agree that time translates to money. With accurate reports right in front of you and less time spent on compiling them, your business is sure to benefit from the extra time allotted to executing.
An additional feature is scheduling and subscribing to reports. You can receive notifications about metrics that are most important to you and your company without having to manually run reports. You can also export and connect reports to other tools outside of Salesforce.
If you want to take your data a step further, Einstein Data Insights provides you with chart explanations and insights to analyze your reports.
Now on to Dashboards –
Once your reports are customized and running, you’re going to need a place to see them. Dashboards are visual compilations of your customized metrics and reports. Say goodbye to those 2-hour board meetings and 10-page printouts of what’s going on with your company. All you have to do is login to Salesforce and up-to-date reports across your departments are in front of you within a matter of seconds. Feel free to refresh your dashboards at anytime throughout the day to always be in the know.
Another useful feature is the ability to choose the dashboard viewer via dynamic dashboards. Salesforce takes into account that sensitive information does not need to be revealed to everyone. Thus, the user permissions of the viewer you select determines the type of information displayed. Aside from keeping sensitive information confidential, dashboards allow for viewers to see only the most pertinent information to perform their duties.
Our team at Ascend Salesforce Consulting stands ready to assist in optimizing your business needs at any time. What are you waiting for? Give us a call today and we’ll help you set up your own customized reports and dashboards.