The Benefits of Creating Dashboards in Salesforce

Often times people working on a project want to generate different reports, but for the same data. Unfortunately, nearly all of the requests for personalized reports come on short notice. Building custom views can be a time-consuming task, especially if you want them to look presentable to suit the various requests. But it doesn’t have to be, thanks to Salesforce, which, besides making the process less painful, will help you create dynamic dashboards that allow each user to view the data they have permissions to access. This article talks briefly describes the benefits of creating dashboards in Salesforce, which provides you with a dynamic dashboard so that you can access control data visibility without necessarily creating a separate dashboard.


Advantages of Creating Dashboards in Salesforce

Creating dashboards in Salesforce has been linked to a number of benefits. Salesforce dashboards put a wealth of information at your fingertips, from real-time snapshots of the business to annual summaries to make your business successful. They display the right, updated metrics in real-time. Such a dashboard is cleanly designed; has an organized, sensible flow; and addresses the needs of the audience. In addition, your sales dashboard presents a holistic overview of the sales team, enabling you track progress by comparing performance against weekly, monthly, and quarterly goals. With the dashboard sharing features, sales reps will be looking at the same sales report so that everyone can be aligned with organizational objectives.


Easy Sharing of Sales Dashboards

Once you know how to customize Salesforce, you can make the required viewing for the entire sales team first thing in the morning, and you need not worry about your sales reps tracking the wrong metrics, as they would be focused on the right aspects of the sales process. Your closing sales reps and outbound prospecting reps do not focus on the same metrics. By creating dashboards in Salesforce you will be able to have two separate dashboards for each team, with customized information that is relevant to each one of them.


Why is Salesforce training important?

Getting Salesforce licensing for a B2B sales team is a very smart move because its cloud-based application is easy to acquire and install. However, the hard part is getting sales teams to use it. This makes Salesforce training even more important. With this training, sales people will not have to worry about the system gaining more visibility into their activity level and performance, as they would understand how the system works and take advantage of the platform’s powerful customization capabilities to create timely reports.


Getting the most out of the platform

Creating dashboards in Salesforce requires you to understand how the system works to help you generate reports. The “Run Reports” command needs to be followed up with the “Schedule reports” function, with the customization controls. If a user is still unable to create reports because of lacking permissions, Salesforce help desk can help you with that, as the team checks the problem and possibly helps to correct it. Regardless, the first step creating a dashboard involves setting up reports, without which the dashboard may not be of much benefit to the end-users.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.