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
Dashboard for Sales Representative | |
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Dashboard for Sales Managers |
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Dashboard for Sales manager per Rep – R2.1 | ||
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You can get a detailed view by clicking on the chart.
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BDM Dashboard |
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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. |
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KAM Dashboard | |
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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*. |  |
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Adoption Dashboards | |
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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 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 dashboard
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Quality Dashboard | |
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The objective of the Quality Dashboard is to monitor the quality of records entered in Salesforce, with a focus on opportunities, visits & visit reports. The information in the dashboard will allow to take action and complete or correct the records, and eventually improve the accuracy of data and reporting value. |
This dashboard will be located in ‘Quality dashboard’ folder, and be named “Quality dashboards”. This is a dynamic dashboard, used by all GBUs. |
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