⭐️⭐️⭐️ Measuring Success and Adoption ⭐️⭐️⭐️
Lightning reports and dashboards are your first easy option to track measures related to performance, adoption and usage.
For Service, the "Preconfigured Service Cloud Dashboard" package will give your executives, service managers, agents, and other team members useful insights into performance and the customer experience. This is a must-have.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMpgxUAD
Demo video: https://youtu.be/0UNmL3IU9U4
For Sales, we also released last year the "Preconfigured Sales Cloud Dashboard" package too: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkREUA1.
Other highly recommended packages from SalesforceLabs (free):
For Service:
- Omni-channel Performance Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0yalUAB
- Chat (Live Agent) Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0yKOUAZ
- Digital Engagement Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0z5fUAB
- Lightning Knowledge Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0yNSUAZ
For Adoption, Usage and Data Quality:
- Salesforce Adoption Dashboards: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004gHhLEAU
- Salesforce Chatter Dashboards: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pviyEAA
- Data Quality Analysis Dashboards: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016cshEAA
For Sales:
- Sales Activity Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aZzEAI
- Clean Your Room! Dashboard: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4bGvEAJ
@Christopher Busuttil Please share with your team!