If you’ve ever been in a car, you know the importance of a dashboard. All of the data you need to know about the operation of your vehicle is assembled by the automaker and visible on your dashboard. You have the speedometer, the odometer, outside and inside temperature, music source, gas level, GPS and more. You can see these measurements at any time during your trip.
Wouldn’t it be nice to have a dashboard that tells you not how your car is running, but how your business or nonprofit is running? Well, good news: Salesforce offers you just that. And it can show you pretty much anything you want.
In Salesforce, your dashboard is on your home page. It can display any data trends and metrics you’d like it to, in the form of different types of graphs. These graphs are generated by information in your reports, which you can also customize.
You can set up different dashboards to be accessible for different people in your organization. For example, your director of sales probably wants to see how her sales staff is performing. A nonprofit development director might want to see information about donations, pledges and prospects. A customer service manager might want to see call times or resolution rates.
It’s all up to you! Think about what data and information each of your employees would like to see on their screens, always within reach. What’s most important to each person’s function?
With dashboards in place, your employees will be better informed with up-to-the-minute data that they can use to make more proactive and informed decisions. With dashboards, you’re truly putting your data to work for you. Your employees are no longer in the dark about the data that matters most to them.
We’ve designed Salesforce dashboards for hundred of companies and nonprofits. Tell us what you’d like to see in your dashboard. Call us today!