Overview

In this section, you will find information about how to view, create and refresh a dashboard. You will also see where to find the dashboard for the sales representatives and the sales managers.


 

Concerned profiles:

     ALL

Table of content

 

Step By Step

 

How to find Dashboards

Dashboard Folders 

Cross GBU:

GBU specific:

 

Here are some dashboard examples:

Dashboards for Sales manager per Rep – R2.1

You can get a detailed view by clicking on the chart.

Example: 

 

By clicking on ‘View Details’ on top of the page, you can see the list of records (e.g. opportunities) with the link to the record page.

BDM Dashboard

The DBM Dashboard has been developed specifically for Business Development Managers to manage and monitor opportunities linked to their area of responsibility. In this dashboard, you will get a graphical summary of opportunities by region, stage, type, expected revenue.

KAM Dashboard

The KAM Dashboard has been developed to manage and monitor activities and records in Salesforce linked to Key Accounts of the GBU. In this dashboards, Key Accounts correspond to Corporate Groups*.

 

Adoption Dashboards

The objective of adoption dashboards is to monitor the usage of Salesforce.com in terms of logins, objects created and quality of objects created and updated. These reports allow to take action when there is any issue in adoption and to monitor whether licenses are justified.

There are 3 types of adoption dashboards:

•Solvay Adoption & Executives Dashboard: can be used by managers & CRM Champions (will be soon merged with the Solvay Executive Dashboard) to monitor the adoption figures by GBU and/or Region

•Solvay User Adoption Dashboard: Can be used by the management and CRM Champions to follow up adoption figures user by user. Attention: Access to all users may be restricted for legal reason (e.g. not allowed to display data to all for German Work Council)
•Corporate CRM Program Dashboard: Shows overall adoption figures for GBUs with monthly evolution. Is used mainly by the CRM Project Team but can be used by CRM Champions and GBU management.

Solvay adoption & executive dashboard

 

Back to the top

Related articles

Need help?