Valuable insights in Salesforce Sales Cloud with reports and dashboards 

Salesforce supports companies in efficiently managing customer data and optimizing their sales processes. Reports and Dashboards provide valuable visual insights for this purpose. This allows you to make decisions based on real-time data in ever-changing business conditions. In this article, we will tell you more about the insights that dashboards can offer you and the benefits of reports and dashboards from Salesforce Sales Cloud. 

The valuable insights of reports and dashboards

Reports and dashboards present complex data in a visually appealing and understandable way. With graphs and charts, insights can be gained faster. In addition, dashboards provide access to real-time data and in-depth analysis that allows informed decisions to be made. For example, reports and dashboards offer insights into: 

Sales performance 
Reports and dashboards allow sales teams to track and analyze their performance. They can gain insight into things like conversion rates, sales forecasts and the effectiveness of sales campaigns. 

Customer behavior 
By analyzing customer data, companies can better understand their customers' behavior and preferences. This can lead to improved customer service and personalized marketing campaigns, for example. 

Pipeline Management 
Reports and dashboards provide insight into the sales pipeline, including open deals and delays in the sales process. This enables managers to make adjustments and identify opportunities that require additional attention. 

The benefits of reports and dashboards in Salesforce Sales Cloud

Salesforce has always prioritized ease of use, so too with reports and dashboards. Salesforce Sales Cloud offers a number of advantages in using reports and dashboards:  

• Easy to create: creating reports and dashboards is easy thanks to the intuitive drag-and-drop interface, which allows users to easily build and customize reports. In addition, Salesforce offers templates tailored to common business needs.  

• Customization and adaptability: Salesforce provides customizable reports and dashboards for businesses. This allows users to tailor them to individual responsibilities. Reports can also be scheduled to run at set times and emailed to stakeholders. As a result, teams always receive the latest data.  
• Accessibility and flexibility: reports and dashboards are accessible from different devices and browsers. This gives users insight into business performance anytime, anywhere. 

The added value of reports and dashboards 

Harnessing the power of reports and dashboards in Salesforce Sales Cloud offers businesses significant benefits. By enabling data-driven decisions, visually displaying data and providing customizable options, these tools facilitate analysis of business performance and customer behavior. With their user-friendly interface, users can effortlessly create reports and dashboards, and automation ensures they are always up-to-date. By generating valuable insights, companies can improve their sales strategies, strengthen customer relationships and ultimately increase their overall success. 

Advice from our consultants

Provide complete data 
The quality of your report or dashboard depends heavily on your input. So always make sure your data is complete and of high quality. You can do this, for example, by making fields on which you want to report mandatory. 

Minimal use of text fields 
In your CRM, use as few text fields as possible. Although text fields can certainly be of value in certain situations, it is impossible to report on them. Preferably use other types of fields, such as (multi-)picklists or checkboxes. 

Use the homepage 
You can make dashboards visible on your Salesforce homepage, so you always have access to important data regarding your business processes. It is also possible to show a different dashboard per user, depending on his role within the organization.