Tell a story through your dashboards Analysts build so many reports and dashboards that it gradually becomes impossible for the management team to focus on the primary key performance indicators – or KPIs. Together, they should choose the KPIs that they want to track on a daily, weekly or monthly basis. Let’s say the business…
Don’t waste your time sending and formatting reports Sales Operations is in charge of reporting because they own data, automation, and processes. The whole company needs reporting. If you don’t automate reporting as soon as possible, you’ll be overwhelmed. In this post, I’ll share few tricks I’ve found down the road, so you don’t get…
Most users shouldn’t create reports Salesforce users struggle to get the report they want if you don’t help them. Most of the time, they don’t even know what they’re looking for. They understand why they need some data, have a rough idea of what they need to see in the report, but they have no…
Visualize your data model with Schema Builder Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and the data model…