Salesforce Dashboards and Reports

Salesforce Dashboards and Reports

Just one step, if done right, can create a big difference in the sales pipeline, and elevate your business to climb the corporate ladder.

There’s no secret why a detailed analysis of your business reports is significant. Whether you’re a newbie stepping into the world of Salesforce, or you’ve experienced working with dashboards in Salesforce, the implementation of reports and dashboards makes the real difference. And when it comes to creating reports, no other CRM application or software is as effective as dynamic dashboards. With Salesforce’s dynamic dashboards, creating reports, automating delivery, and overviewing graphical analytics of your project is easier than ever before.

Dynamic Dashboard – An Overview

A dynamic dashboard is an effective tool to analyze business metrics virtually. It allows businesses to have full access to their business activities and trace records. Multi-user accessibility offered by a dynamic dashboard makes it unique from an ordinary dashboard. Using dashboards in Salesforce, users can access and visualize data in a single dashboard and there is no need of creating distinct dashboards.

With reports on a regular or a static dashboard, changing and updating data is difficult. However, dynamic dashboards are flexible and easy to use. Above all, the information and data in the dynamic dashboard get updated automatically. Any changes made in the project gets recorded and automated in the system through the default settings.

Dynamic Dashboards in Salesforce

Dynamic Reports in Salesforce is a powerful tool that helps to monitor and manage business performance effectively. It allows you to change data as per requirement plus gives the flexibility to export reports in the format you need. Using the filter option, users can add static values even during execution. Above all, dynamic dashboards allow users to create multiple dashboards and store them in a single folder.

Check out the merits of using dashboard Salesforce with examples.

Merits of using Dynamic Reports: 

1.  Saves Extra Work: 

Editing and updating in a regular dashboard are strenuous and time-consuming. Unlike static dashboards where users have to create spreadsheets and prepare reports for every update, it’s not the same with dynamic dashboards in Salesforce. Dynamic reports allow the users to manage to cut off time that would otherwise be needed in doing extra work.

2.  Flexibility to Change: 

When working on business projects, changes are obvious. All the projects are flexible to change and can be edited anytime, anywhere. Using Salesforce dashboard components, users can edit, categorize, analyze, and revise data with full accuracy without any distortion. 

3.  Quick Fixations: 

Dynamic dashboards in Salesforce allow users to manage data at the tip of their fingertips. With the help of the “Drill Down” option available, fixing errors become quite easy. Suppose you notice a blip on a graph, clicking on it with the drill-down button will get you there and allow you to fix the errors in no time.

4.  Consistent View: 

The biggest advantage of using a dynamic dashboard in Salesforce is that it offers a consistent view of the project. Though the dashboard permits users to customize the project, the table once created remains as it is after the setup. Simply put, users can read-after-write in dashboards explicitly.

The dynamic Salesforce dashboard examples are incredible but the demerits cannot be ignored.

Demerits of using Dynamic Reports:

  • Saving reports in private folders is strictly prohibited.
  • Doesn’t support dynamic values and asks users to create multiple filter reports with multiple conditions.
  • Dashboards in Salesforce may not reflect application security for specific users.
  • Mentioning the report ID is mandatory.
  • All updates take place manually so it consumes a lot of time.

Different Types of Reports in Salesforce

The availability of different types of reports in Salesforce makes it easy to draft reports in the dashboards. Let’s check each report in brief.

1.   Summary Report:

The most common ones used for making reports in the dynamic dashboards in Salesforce. They are helpful in calculating total sales, finding the average, and maximum or minimum sales of a particular account. It allows users to divide groups into subgroups as per requirement. Sorting data in rows and columns is also easy that makes complex calculations simpler and easier. 

2.  Matrix Report:

These reports are extensively used for checking and comparing data. Complex data that are difficult to deal with, can also be summarized using this report. Creating reports on Matrix is time-consuming, but if done well, illustrates the data with full accuracy. To create a matrix report, go to the report builder feature, and choose the objects to be included in the reports. Dividing the data into groups can help in converting them into charts.

3.  Joined Report: 

Joined reports provide ease to add two separate reports in a single one. The first report block, the principal block is by default. While joining multiple reports, the field which shares a common report to other fields is identified as a “common field”. A joined report contains five report blocks that allow users to add multiple views for creating separate charts in dynamic dashboards Salesforce. 

4.  Tabular Report:  

Perhaps the simplest types of Salesforce reports that allow users to store data in well-designed rows and columns. The report is effective in storing data that needs to be exported in tabular form. Reports are simple, well organized, and easy to study. Similar to spreadsheets, these reports are also useful in creating mailing lists or a matching record. 

Final Words

Today, effective data management has become vital for reaching the pinnacle of success. By implementing dynamic dashboards Salesforce, you can simplify, revise, and tailor data explicitly. If you are not using a dynamic dashboard in your business, it’s the right time to get a head start. Remember, if you need help on how to create a dashboard in Salesforce or other resources, get in touch with the ArizTech CRM system management system to get a holistic guide of all your Salesforce needs.