Reports and Dashboards in Salesforce | The Ultimate Guide

Here we will study One of the key features of Salesforce that is the ability to generate reports and dashboards that provide valuable insights into business performance.

What is a Report?

Reports in Salesforce are customizable views of your data that allow you to track key performance indicators and measure progress toward your goals. You can generate reports based on any data stored in Salesforce, including leads, opportunities, accounts, and contacts. Reports can be filtered, grouped, and sorted in various ways to provide different views of the data.

We create reports with the help of a report builder. There are these different types of reports in Salesforce

Tabular report

These are the simplest form of report such as like a spreadsheet displaying records in each row.

Joined report

In this report type it contains multiple customizable blocks based on our filtered conditions.

Matrix report

In this report type we can group records both row-wise and column-wise. So, it gives a more brief form of report.

Summary report

In this report type we can group records based on the condition. These reports are best for dashboard creation.

Don't forget to check out: Why Should You Use Historical Trend Reporting Salesforce?

What is a Dashboard?

Dashboards, on the other hand, are visual representations of your data that provide an at-a-glance view of your performance. Dashboards consist of charts, tables, and other visualizations that show the data in real-time. You can create dashboards using the data from your Salesforce reports, which makes it easy to see how your business is performing in real-time.

Here are some of the benefits of using reports and dashboards in Salesforce:

Improved Visibility: Reports and dashboards provide a clear view of your business performance, allowing you to see how your sales team is performing, which products are selling well, and which areas need improvement.
Better Decision Making: With access to real-time data, you can make better decisions based on facts rather than assumptions. Reports and dashboards provide insights into trends, patterns, and opportunities that might otherwise go unnoticed.
Increased Accountability: Reports and dashboards help you keep your team accountable by providing visibility into their performance. You can set goals and track progress, and then hold team members accountable for meeting those goals.
Time-Saving: With reports and dashboards, you can quickly access the information you need without having to spend hours compiling data. This frees up time for more strategic activities.
Customizable: Reports and dashboards can be customized to meet the specific needs of your business. You can create reports and dashboards based on the metrics that matter most to your organization, and then share them with your team.

Check out another amazing blog by Bhawana here: Learn All About Data Security in Salesforce

Reports and dashboards are essential tools for any business using Salesforce. They provide valuable insights into business performance, enabling better decision-making, increased accountability, and improved visibility. By using reports and dashboards in Salesforce, businesses can save time, increase efficiency, and ultimately drive growth.