Salesforce CRM Dashboards: Empower Your Sales and Service Teams

Overview

The Salesforce CRM dashboards consist of a set of preinstalled dashboards within the Analytics App. With these powerful dashboards, your sales and service teams can effectively manage deals and cases, leading to increased business closures within set timelines. Sales Managers can gain better visibility into open opportunities, enhancing pipeline predictability. These dashboards and reports serve as a starting point to simplify reporting in your organization.The package includes the following dashboards and their corresponding source reports:

Sales & Marketing Dashboards:

• Marketing Executive Dashboard
• Sales Executive Dashboard
• Sales Manager Dashboard
• Salesperson Dashboard

Customer Service Dashboards:

• Agent Supervisor Overview Dashboard
• Service Executive Overview Dashboard
• Service KPIs Dashboard

Interactive Data Exploration and Visualization

Data exploration is an iterative process involving several key steps: view, explore, refine, save, and share.

• View: Start by viewing the data set.
• Explore: Understand the data’s boundaries and shape. Play with different views, zoom in and out, and experiment with various charting options.
• Refine: Narrow down the view to focus on the most important data. Determine the level of detail and categorization that your colleagues will find easiest to comprehend. Choose the most suitable chart visualization.
• Save: Save your progress and work.
• Share: Share your findings with others. For a more structured presentation, use your visualizations to build a dashboard.

CRM Analytics effectively collects and organizes data into datasets, lenses, dashboards, and apps, known as “CRM Analytics assets.” These assets represent various levels of data refinement, from raw data uploaded from source systems to carefully curated and packaged data views.

• Dataset: Contains source data, formatted and optimized for interactive exploration.
• Lens: Provides a specific view into a dataset’s data, facilitating exploratory analysis and visualization.
• Dashboard: Curates a collection of charts, metrics, and tables based on data from one or more lenses.
• App: Offers purpose-built analytics and insights tailored to specific areas of your business, allowing for spontaneous, in-depth explorations.

Advantages of Salesforce Dashboard

1. Real-time Statistics and Control: The Salesforce Dashboard empowers users and their colleagues with instant access to real-time statistics and complete control over company information, right at their fingertips.

2. Visual Representation Options: With the Dashboard, users can easily convert information from their source reports into various visual components. Depending on the data type, they have the flexibility to choose from table charts, gauges, pies, or different types of graphs.

3. Customization to Meet Specific Needs: The Dashboard allows for complete customization, enabling users to tailor it according to their unique requirements. It efficiently helps them manage their schedule, including customer tasks and appointments.

4. Time and Cost Savings: By providing real-time statistics and control over company information, the Dashboard streamlines processes, saving valuable time and money in the long run.

5. Enhanced Client Acquisition: Utilizing the visual representation of the company’s performance through the Dashboard, users can effectively showcase positive statistics to potential customers. This visual appeal makes it hard for them to ignore the level of service offered, resulting in better client acquisition and engagement.

Setting Up an App

Step 1 – Click on the “Get It Now” button on the AppExchange website.

Step 1.1 – Follow the installation steps.

Step 2 – open the Analytics App, here you can find the Dashboards folder with all pre-installed dashboards.

Step 2.1 – Select a dashboard that aligns with your specific task or requirements.

Area for Improvement

While Salesforce CRM dashboards offer valuable insights, there are a few areas for improvement. Customization options can be limited, making it challenging to tailor the dashboards to specific needs. The abundance of data may also lead to difficulties in identifying critical information and ensuring data accuracy. Moreover, the implementation and maintenance costs can be significant, impacting the overall platform expenses.

In Conclusion

Salesforce CRM dashboards are powerful tools that provide valuable data-driven insights for businesses. By leveraging these dashboards, organizations can improve decision-making, enhance collaboration, and optimize customer experiences. While there are some limitations and costs associated with using these dashboards, the benefits they offer make them an indispensable asset for businesses seeking to achieve data-driven success.

Dorian Sabitov

Dorian is a 4X Certified Salesforce Developer and Administrator with a start in the IT world as a CRM Admin in 2020. Since diving into Salesforce in 2021 via Trailhead and Focus on Force, he has achieved a Ranger Rank, earned several Superbadges, and bagged certifications including the Salesforce Certified Administrator, Platform App Builder, Associate and Platform Developer I by 2023. Dorian is very keen on continuous learning, always looks for fresh ways to improve his knowledge. He enjoys running, boxing, kickboxing and reading diverse kinds of books in his free time.