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Salesforce Dashboard Samples

Salesforce Dashboard Samples

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Sample CRM Dashboards

Salesforce Spring

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Last updated February

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CONTENTS

Sample CRM Dashboards

Sales Marketing Dashboards
Marketing Executive Dashboard
Sales Executive Dashboard
Sales Manager Dashboard
Salesperson Dashboard

Customer Service Dashboards
Service Executive Overview Dashboard
Agent Supervisor Overview Dashboard
Service KPIs Dashboard

SAMPLE CRM DASHBOARDS

Did you know that you can download sample dashboards from AppExchange Go to

httpappexchangesalesforcecomhome and search for Salesforce CRM Dashboards to download and install the

package containing the following dashboards and underlying reports Your dashboards may appear different depending on your data
Screenshots in this guide may differ slightly from the ones in the package
Sales Marketing Dashboards
Marketing Executive Dashboard
Sales Executive Dashboard
Sales Manager Dashboard
Salesperson Dashboard
Customer Service Dashboards
Agent Supervisor Overview Dashboard
Service Executive Overview Dashboard
Service KPIs Dashboard
This guide highlights some of the great features available in Salesforce dashboards and reports and includes tips on getting the most
out of your dashboard components
Note This guide doesnt show features related to dynamic dashboards or Chatter which can add significant value See Taking
Advantage of Dynamic Dashboards and the Salesforce online help to find out more

SALES MARKETING DASHBOARDS

These dashboards make it easy for people in various sales and marketing roles to gauge the state of campaigns leads and opportunities
for their organization teams or themselves

Marketing Executive Dashboard
Marketing executives such as directors and VPs can use this dashboard to find out if they are creating efficient campaigns and generating
and converting leads

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard

Set the right scope The Show filter for the source reports for Campaigns by ROI Actual ROI by Campaign Type and Top Marketing

Channels by Campaign are set to show My active campaigns All components that have to do with leads are set to show
My teams leads
Choose key dates Make sure to set the right date range for your source reports and dashboard components Do you want to see
data from the last months The current quarter

Sales Marketing Dashboards

Sales Executive Dashboard

Show combination charts To show combination charts like Campaigns by ROI select the Use chart as defined in

source report checkbox when editing the component
Use headers titles and footers strategically Notice in this dashboard that no component titles are usedonly headers and

footers You can use headers to group components as well like the metric components under Lead Conversion Summary MTD

When you post a dashboard component snapshot to a Chatter feed titles are shown but headers and footers arent
Limit the data Use the Maximum Values Displayed field to limit the number of records to show This is especially useful
for tables and horizontal bar charts
Choose drilldown behavior By setting the Drill Down to option you control where users are sent when they click the
component The default drill option is to send users to the source report such as for Converted Leads by Month Select Filtered
Source Report to let users click individual groups Xaxis values or legend entries to see a report that includes just that data

Sales Executive Dashboard
Sales executives can use this dashboard to find out how their organization is doing this month

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard
Set the right scope The Show filter for the source reports for all components is set to My teams opportunities

Sales Marketing Dashboards

Sales Manager Dashboard

Choose key dates Make sure to set the right date range for your source reports and dashboard components Do you want to see
data from the current month Current and prior quarters The next days
Set conditional highlighting Show data in custom colors depending on custom ranges Highlighting makes it easy to see whats
above or below certain thresholds that are important to you
Show combination charts To show combination charts like Pipleline by Product Family select the Use chart as defined
in source report checkbox when editing the component
Use headers titles and footers strategically Notice in this dashboard that only three headers are used Sales Pipeline Big Deals
and Closed Business All components have titles and are grouped under each header When you post a dashboard component
snapshot to a Chatter feed titles are shown but headers and footers arent

Sales Manager Dashboard
Sales managers can use this dashboard to find out how their team is doing this month

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard
Set the right scope The Show filter for the source reports for all components is set to My teams opportunities

Sales Marketing Dashboards

Salesperson Dashboard

Set conditional highlighting Show data in custom colors depending on custom ranges Highlighting makes it easy to see whats
above or below certain thresholds that are important to you
Include Chatter photos Display Chatter photos for up to records in a horizontal bar chart component whose source report is
grouped by a user or group name field If there are more than records with photos record names are shown instead of photos
Set Grouping Display to None to show photos Set the Drill Down to option to Record Detail Page to take
users directly to user profile or group pages when they click photos Chatter must be enabled for photos to be displayed Depending
on your organizations setup you may not see photos on tables and charts
If there are more than records with photos record names are shown instead of photos
Set the Drill Down to option to Record Detail Page to take users directly to user profile or group pages when they
click photos
Chatter must be enabled for photos to be displayed Depending on your organizations setup you may not see photos on tables
and charts

Salesperson Dashboard
Salespeople can use this dashboard to track their sales against quota

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard

Sales Marketing Dashboards

Salesperson Dashboard

Set the right scope The Show filter for the source reports for all components is set to My opportunities or My
activities
Show values Notice the values shown for each funnel segment in the Current Month Pipeline component To make these visible
select the Show Values option or select Show Values on Hover instead
Show totals For donut charts and gauges select Show Total to display it on the component
Choose drilldown behavior By setting the Drill Down to option you control where users are sent when they click the
component Notice that the option is set to Record Detail Page for the Activities This Week component Users can click the
account name to go directly to that accounts detail page instead of the source report

CUSTOMER SERVICE DASHBOARDS

These dashboards make it easy for people in various service and support roles to keep track of customer cases for their organization and
agents including trends and key performance indicators

Service Executive Overview Dashboard
Service executives can use this dashboard to gain visibility into their daytoday operations How is the organization handling support
issues What are the risks Which areas need attention Is the organization meeting its goals It also identifies atrisk accounts important
to executives

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard

Customer Service Dashboards

Agent Supervisor Overview Dashboard

Set the right scope Edit gauge components to set range breakpoints and colors
Choose key dates Make sure to set the right date range for your source reports and dashboard components Do you want to see
data for the current month to date All time
Show combination charts To show combination charts like Trend of Cases Closed All Time and Case Resolution Time in Days All
Time select the Use chart as defined in source report checkbox when editing the component
Set conditional highlighting Show data in custom colors depending on custom ranges Highlighting makes it easy to see whats
above or below certain thresholds that are important to you
Show totals For donut charts and gauges select Show Total to display it on the component

Agent Supervisor Overview Dashboard
This dashboard is similar to the Service Executive Overview Dashboard but focuses on the line managers It provides the same kind of
visibility at the team level and also identifies important agentlevel metrics

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard
Set the right scope The Show filter for the source reports for all components is set to All cases

Customer Service Dashboards

Service KPIs Dashboard

Choose key dates Make sure to set the right date range for your source reports and dashboard components Do you want to see
top agents for the month For the quarter
Use headers titles and footers strategically Notice in this dashboard that no headers or footers are usedonly titles When
you post a dashboard component snapshot to a Chatter feed titles are shown but headers and footers arent
Limit the data Use the Maximum Values Displayed field to limit the number of records to show This is especially useful
for tables and horizontal bar charts Use limited tables to create leaderboards of your topperforming agents
Choose drilldown behavior By setting the Drill Down to option you control where users are sent when they click the
component Notice that the option is set to Record Detail Page for the Top Cases by Age Days component Users can click
case numbers or account names to go directly to those record detail pages instead of the source report

Service KPIs Dashboard
This dashboard is targeted at service executives and provides insight into important trends which helps them make staffing and training
decisions Executives can also monitor performance against set key performance indicators KPIs which helps them refine organization
goals based on past performance

Highlights and Tips
Most components are selfexplanatory Here are a few highlights and tips from this dashboard
Aim for the right targets Trends are charted against goals which can be set up using custom summary formulas on the source
report
Choose key dates Make sure to set the right date range for your source reports and dashboard components Here all time means
the current and previous years Choose the range that makes sense for your organization
Choose drilldown behavior By setting the Drill Down to option you control where users are sent when they click the

component The default drill option is to send users to the source report such as for Cases Closed MTD Notice that Case Distribution

Customer Service Dashboards

Service KPIs Dashboard

by Support Channels is set to Filtered Source Report so users can click the green bar under Phone for example to see
the report filtered for just that channel and status
Show totals For donut charts and gauges select Show Total to display it on the component

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