Thank you to all those who joined our Sept 21 interactive discussion "Increase Sales Using Reports & Dashboards". Attached is a copy of the presentation and listed below are links to additional follow-up information.
Please feel free to post any follow-up questions or comments to this post so we can respond as soon as possible!
REPORTS & DASHBOARDS TRAINING
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1. Trailhead: Reports & Dashboards
https://developer.salesforce.com/trailhead/en/module/reports_dashboards
2. Reports & Dashboards Quick Start
https://help.salesforce.com/HTViewQuickStarts?id=000113375&language=en_US
3. Getting Started with Reports & Dashboards
https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000grYDEAY
4. (Virtual Live Training) Reporting Fundamentals
https://help.salesforce.com/HTTrainingCourseDetail?id=a2330000000PfHZAA0
5.(Advanced Virtual Live Training) Implementing a Reporting Strategy for the Sales Cloud (STR-301)
https://help.salesforce.com/HTTrainingCourseDetail?id=a2330000000PTNBAA4
REPORTING SNAPSHOTS FOR HISTORICAL TRENDS
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1) How can I create a Reporting Snapshot that trends Forecasts? https://help.salesforce.com/apex/HTViewSolution?id=000004701&language=en_US
2)Report on Historical Data with Reporting Snapshots - https://help.salesforce.com/HTViewHelpDoc?id=data_about_analytic_snap.htm&language=en_US
3)Analytics Snapshots: Common Use Cases That Everyone Can Utilize -https://www.youtube.com/watch?v=fj7yd4g4Gos
APPEXCHANGE DASHBOARDS
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1) Clean Your Room: Track how often Sales reps are reaching out to accounts, how often are Sales reps pushing deals and more
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4bGvEAJ
2) Opportunity Accountability Dashboard; Stuck in Stale: Id opportunities that are stuck or are missing valuable information
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HvZDEA0
3) CRM Dashboards
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004g316EAA
4) Sales Activity Dashboard: Have visibility to the types of Activities your Sales Teams are engaging in on Opportunities.
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016aZzEAI
5) Opportunity Planning Wall: Visual and Interactive way to view your Opportunities.https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055j3WEAQ
BEST PRACTICES
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1) 6 Dashboards Every Sales Leader Should Have
http://blogs.salesforce.com/company/2013/08/dashboards-sales-leaders.html
2) Youtube: 5 Killer Dashboards Every Sales Leader Needs
http://www.youtube.com/watch?v=f0t3XxKXaR8
3) Five Simple Steps to Reports and Dashboards with Salesforce: https://help.salesforce.com/apex/HTViewSolution?id=000025298&language=en_US
4) Salesforce Analytics Workbook is a great way to get a better understanding of the power of reporting in Salesforce: http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf
5) Improve the quality of your data by using things like Required Fields and Validation Rules:
https://success.salesforce.com/answers?id=90630000000gsl9AAA
Check out other Circles of Success topics and times:
And don't forget to register at: http://sfdc.co/CoSReg
//COMMUNITY SUPPORT
Groups to join in the Salesforce Community:
- Official:Reports & Dashboards
- All About Appexchange Apps
CC: @katherine holmberg @Sonia Jaswal @Colleen Louw @Will Radostits @Jamil Salman @Sumit Solomon @Janet White
