Solutions Review has composed this list of the best Salesforce dashboards to implement in 2021, selected based on their abilities and versatilities.
Salesforce is an essential platform in the CRM world virtually every day. Many businesses find their teams spending most of the workday on Salesforce. When it comes to expanding upon its capabilities and quality-of-life, the best Salesforce dashboards can essentially rework the way users implement the platform entirely. These dashboards allow for a plethora of new features, facets, and statistics to become integrated into the everyday Salesforce experience.
That’s why Solutions Review has composed this list of the best Salesforce dashboards to implement in 2021. These dashboards were selected based on their variety of upgrades, analytics, and versatilities they bring to the table. All of the listed dashboards have been placed in alphabetical order for your convenience. For more information from Salesforce itself regarding the implementation of dashboards, check this link to the Salesforce site.
Age of Leads Dashboard
Many organizations use this report in dashboard mode because of the criticality of information conveyed by this report. It shows the age of the leads and activities in each lead. This helps the senior management to assess the quality of the leads in the sales funnel. It also helps management understand whether the sales executives have been prompt in taking action about a lead.
Customer Service Supervisor Dashboard
This report is tailor-made for the managers who lead customer service teams. It gives them a direct view of the performance of their team in resolving customer issues. It is focused on the Customer Service team specifically, as the name implies, rather than the company at large. The dashboard displays the top performing agents, the average age of the open cases, open cases by priority, etc.
Executive Daily View Dashboard
This dashboard aids senior managers in their day to day work aggregating data. This ranges from various sales representatives and territories. It provides a snapshot of the status of all sales activities under the user’s control at any point in time. It also allows you to pinpoint low performing employees or sectors and motivate them. Lastly, it assists in discussions with your senior management in deciding the budget allocations for each sector.
The forecast dashboard allows organizations to get a clear picture of the sales forecasts for the quarters, as well as help them track where they are, concerning their targets. It helps companies to train and coach their employees by holding them accountable for meeting forecast expectations. The key focus areas of this dashboard are sales quotas and the quota attainment rates. The forecast dashboard uses multiple underlying reports related to forecasts by employees.
The main purpose of this dashboard is to motivate your sales employees by aiding the competitive spirit in their day to day work. These dashboards display the current top salesperson by revenue. The primary focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams. The underlying reports include closed/won opportunities by revenue, the number of demos taken, etc.
Marketing Executive Dashboard
The marketing executive dashboard is intended for senior management to keep track of marketing activities. It helps to discover what difference is made by marketing campaigns in generating and converting leads. This dashboard is a great tool to coach and mentor marketing analysts and holds them accountable for the effectiveness of their marketing activities. Underlying reports include lead, sales, Inventory levels, billing status, etc. This report is a piece of the built-in dashboards provided by Salesforce itself.
Sales Funnel Dashboard
The sales funnel dashboard is used to understand the value of sales in various stages. The initial stage of sales leads is the prospect stage. Then, leads get into the investigation stage when proposals are made based on the investigation. The last stage before conversion is the negotiation stage. The variation of this chart stems from their values in different stages. Companies use this information to ascertain whether their prospects are of big enough value to meet their forecasts.
Service KPIs Dashboard
This dashboard is a tool for senior managers in charge of providing customer service. The original Customer Service Supervisor Dashboard is more aligned towards a team’s performance, while this works based on the entire organization’s service KPIs. This dashboard provides insights into key metrics like the trend of closed cases, cases closed by channel type, case distribution by type and priority, etc.
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