Salesforce Dashboard Samples
Salesforce Dashboard Samples
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Table of Contents
Table of Contents
Sample CRM Dashboards....................................................................................................................2 Sales & Marketing Dashboards............................................................................................................3
Marketing Executive Dashboard...............................................................................................................................................3 Sales Executive Dashboard........................................................................................................................................................4 Sales Manager Dashboard.........................................................................................................................................................5 Salesperson Dashboard..............................................................................................................................................................6
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 doesn't 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.
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 aren't. 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 drill-down 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, X-axis values, or legend entries to see a report that includes just that data.
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 90 days? Set conditional highlighting. Show data in custom colors, depending on custom ranges. Highlighting makes it easy to see what's 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 aren't.
Set conditional highlighting. Show data in custom colors, depending on custom ranges. Highlighting makes it easy to see what's above or below certain thresholds that are important to you. Include Chatter photos. Display Chatter photos for up to 20 records in a horizontal bar chart component whose source report is grouped by a user or group name field. If there are more than 20 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 organization's setup, you may not see photos on tables and charts. If there are more than 20 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 organization's setup, you may not see photos on tables and charts.
Salesperson Dashboard
Salespeople can use this dashboard to track their sales against quota.
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 drill-down 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 account's detail page instead of the source report.
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 what's 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.
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 aren't. 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 top-performing agents. Choose drill-down 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.
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