This document provides an overview of a Salesforce.com Israeli Forum event focused on analytics and dashboards. The agenda includes why dashboards are useful, best practices for dashboard design and implementation, and examples of dashboards for sales, support, and marketing functions. Attendees will learn steps for dashboard success, tips for organizing and designing effective dashboards, and see live demonstrations of sample dashboards.
2. News…
Upgrade updates session - once a quarter (Winter 09 is
coming soon - Sneak Peek)
Professional sessions (Mini Dreamforce) - learn best
practices, networking
Facebook - networking, discussion board, new applications
from Appexchange and other interesting posts
One1 Event – November (TBD)
More to come…
3. Agenda…
• Why Dashboards?
• 5 Steps to dashboard success
• Dashboards - best practices, tips and tricks
• Learn from others
• How Salesforce uses Salesforce Analytics?
• BI Panorama over Salesforce
Break
4. Why Dashboards?
Allow users to consume large amounts of information in a
simple, graphical view
Enables management to monitor KPI company-wide
Enables users to standardize on one common language…
one version of the truth
Great for driving specific behavior
Critical for driving executive support for Salesforce.com
5. The Mechanics of Reports/Dashboards
• Track individual records
• Create associations between records
• Search across all records
• Sort and organize
• Segment and summarize
• Graphical depiction
• Up to 20 elements per page
Dashboards
Reports
Records
Updated Real-Time
Click to Drill-Down
7. Measure and Define Goals
What do you want to measure
Figure out sign of success
Indicators of potential failure
How will you know the goal is reached
Time frame - month, quarter, year
Company wide / Team / Personal
Distinguish between “Goal” and “it would be interesting to
see…”
Be specific! (I want to see everything happened this week -
too general)
8. Best Practices - Organizing Dashboards
Organize Dashboards into Functional Areas:
Sales, Marketing, Support and Cross-Company Metrics
Executive, senior manger, direct manager, rep
Grant access to only those should users should see that
information
Folders for different functions
Hide what’s not relevant for one’s
function
9. Best Practices - Implement Dashboards
Phased roll out is always the best
Start small, small wins are huge
Don’t create dashboards for the sake of dashboards
Only create dashboard that have meaningful impact
Communication is the key
Let the users know that these dashboards are available,
explain what the data shows and how it can make their
lives easier
10. Tips and Tricks
Make the dashboard component readable
Use titles and footers
Organize columns by content (same time frame, same
subject)
Report should be readable upon drill down
Use role definitions instead of user names
Too much info, too many charts - no analysis. You don’t need
20 charts
Different dashboard for different roles - what’s important for
the CEO is not important for the sales rep
11. Tips and Tricks
Survey your management and top users
Start with 4-5 component
Add components only if necessary
KIS - keep it simple
המידע מפוזר על פני אובייקטים שונים. כל יוזר (מכירות או SUPPORT) מעדכן בכל מיני מקומות: Leads, Opportunities, Accounts, Cases. אין דרך אחרת לראות את כל הדברים במקום אחד. דשבורד הוא הדבר היחיד שמאפשר זאת.
מאפשר להנהלה לראות התקדמות של מדדים שונים ושל מחלקות שונות במקום אחד
Just a quick review of how this all works together.
Dashboards tie to underlying custom summary or matrix reports only, and can have up to 20 dashboard panels per page. You can click and drill down from a dashboard, to the custom report, directly to the individual record.
