Great reports help you make decisions and take action. But sometimes you need to get your insights at-a-glance, especially depending on your audience and the device being used. Enter the dashboard, your utility for summarizing and displaying your Salesforce data in a graphical layout.
This Dashboard gives the viewer an overview of total Sales for a particular period, region and the information about the sales team who closed the deal. Total number of Deals Closed by region, Average Deal size as well as Revenue generated by a sales person. The report is dynamic, so user can select the period, Regions, Country as well as sales team to check the performance. The Dashboards can be customized as per the client’s requirements. It’s a lot more easier to view in a form of charts then excel sheets. Dashboard can be build with a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each Insight.
The Dashboard gives a snapshot of Top 10 Customer, Sales person and overview of total Opportunities closed-won during a period and region. Marketing team can make their efforts more focused. Lead Tracking and opportunity management dashboard helps user Track open and closed opportunities for the Year/Month, Region & State as well as Understanding the progress made by looking at closing trends of large Deals Closed. Understand and manage your inbound lead flow as well as consider Large opportunities / deals that matter. Evaluate the performance of each sales person from top Opportunities closed by sales person.
Use marketing dashboards to track key metrics to measure all your marketing efforts. Modern marketers use sensible and scientific approach to data and analytics. Our Marketing Dashboard reconcile these qualities by providing teams with visually appealing and easy-to-read displays of key marketing metrics. By tracking metrics on a daily, weekly, and monthly basis, marketers can act on data to immediately improve performance. At its core, a marketing dashboard answers the question, “How are we performing right now? “and “What is my ROI for all the marketing efforts and expense”.
The finance dashboard provides a concise, but accurate view of business performance so executives can get the information they need “at-a-glance” to drive the business forward. The first thing that comes to mind when thinking of a finance dashboard is tracking fiscal performance. This dashboard displays financial KPIs like total revenue, gross profit, EBITDA, Operating Incomes as well as cash flow information. In the quest for brevity, however, it is important to provide executives with an easy way to get a more granular view of the business.
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