Salesforce is a powerful CRM platform that provides businesses with a wealth of Analytics, Reports and Dashboards including the power of AI. However, to fully leverage this business processes and workflows need to be aligned with the right Technical best practices on Salesforce platforms. By doing this, the underlying data will throw more insights for quick decision making.
Salesforce provides the ability to create custom reports and dashboards, as well as access to pre-built reports and dashboards that can be customized to meet specific needs.
Custom reports can be created to track specific metrics, such as pipeline growth, lead conversion rates, or customer retention rates. Reports can be run on a schedule or on demand and can be exported to a variety of formats for further analysis.
Dashboards provide a visual representation of key metrics, allowing businesses to quickly and easily track their performance. Dashboards can be customized to include multiple components, such as charts, tables and gauges and can be shared with other users in the organization.
In addition to these tools, Salesforce also provides advanced analytics capabilities through its Einstein Analytics platform. This platform enables businesses to perform complex data analysis, including predictive analytics and machine learning, to gain insights into their data and make data-driven decisions.
Wide range of Reports and Dashboards can be created for Sales users, Operations teams, Customer support reps, Executive Management, etc. Zivoke provides a set of standard reports that is provided to customers. And beyond this mandatory list of Reports, tailor made reports are also built based on customer’s unique business processes. End users can also create Salesforce reports on their own. Salesforce provides easy drag and drop options and wide range of tutorials for the same.
In conclusion, effective analytics, reporting and dashboard capabilities are critical for businesses that want to fully leverage the data available in Salesforce. By using custom reports, dashboards and advanced analytics tools, businesses can gain insights into their customer relationships and sales processes, optimize their performance and make data-driven decisions. Get in touch with us if you need more information on reports and dashboards.
