Before you start with Reports and Dashboards


Reports and Dashboards show how you performed in the past and what’s happening at the moment — they’re key to driving success.

The information provided by Reports and Dashboards is especially important in today’s environment, where it’s critical to be proactive, rather than reactive, in your approach. You want to be able to spot trends and act on them immediately.

For example, a Recruitment department wants to know what Open Jobs they have and what the status is on their Job applications or the number of Jobs they had last quarter. 

To make the most of Salesforce reporting capabilities, it’s important to plan carefully and then follow these 5 proven steps to making reports and dashboards part of your business process:

A. What do I need to know?

B. Capture the right data

C. Build your reports

D. Use data to change behavior and drive results


Let's look at this in more detail. 


Step A. What do I need to know?

Ask questions - When designing reports and dashboards, first define what your organization need to know to run your business. What are their key metrics? What kind of behaviors do we want to encourage?

Align metrics with your company vision – Take your business objectives, determine the metrics that measure those objectives, and map those metrics to the capabilities of Salesforce.


Step B. Capture the right data

Your reports and dashboards are only as good as the data behind them.—planning is the key to capturing and displaying the correct metrics.

Identify your sources early. Consider working backwards: plan your reports first and then configure the application by adding custom fields, formulas, and so on.

If your recruitment team wants to see effectiveness then start taking Analytic snapshots to see results over time. 


Step C. Build your reports

Start with out-of-the-box reports. We offer you Connexys reports for the Connexys objects; Jobs, Job application, Candidate etc. You can use these reports as the basis for your own reports.

Is your report type not available? Create a new report type.

Watch a Demo: Watch Video Demo Creating Custom Report Types


Step D. Use data to change behavior and drive results

Reports and dashboards are designed to be iterative—it’s important to keep them current and relevant. To successfully roll out business metrics, good communication is key. Make it easy for your users to find, view, and access the dashboards relevant to them. Use the schedule refresh feature to ensure your users see the most recent data.

Source: Salesforce


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