Search
Twitter

Entries in dashboards and reports (2)

Tuesday
Jul102012

Dashboard Gauge to See Users' Last Login Date

 Creating a custom Dashboard Gauge in Salesforce.com is a great way to show when your users have last logged in. To do this, we need to create a Report based on users’ last login and create a Dashboard Gauge pulling data from the report which will present it in a coherent, user-friendly manner.

 

Under the “Reports” tab, click “New Report”:

 

 

click to view

Under "Administrative Reports", click “Users” then "Create":

 

 

click to view


From the Fields pane, drag and drop the fields to add to the report. Group the range by "This Week". This will allow you to determine when a user last logged into Salesforce. Then Click Save to save and name the report:

 

 

click to view

 

Now that you’ve created the report, create a Dashboard to view the data more interactively. Under the Reports tab, click New Dashboard. Drag the “Gauge” component and drop it in the first column. Under “Data Source”, drag the report created earlier and drop it to the Gauge component. Then Click “Save”. Name the Dashboard and click “Save and Run”.

 

 

click to view

 

When you click on the Gauge after you run it, you will see the report with the list of employees and their login data within the week!

 

 

click to view

 

 

 

 

 

 

Tuesday
Nov152011

Getting Business Intelligence to Users

One of the greatest things about Salesforce is that it frees business users from heavy reliance on IT for information that’s critical to making business decisions.  That’s not so say that IT is not necessary.  It’s merely to say that the advent of sophisticated CRMs like Salesforce, which is a business tool, make accessing intelligent data about the business so much easier and faster.  And in today’s competitive market, those companies that are the most agile and able to quickly react to changes and opportunities are the businesses that will remain strong and see great success.

So what does this all have to do with Salesforce developers?  I’m sure that most of you out there are not only Salesforce developers, but you’re also Salesforce admins as well.  In my experience, the Salesforce admin has, in many ways, replaced IT when it comes to providing the business side of things with business intelligence.  (And frankly, many of you are probably still officially part of the IT team and budget.)  It seems that business users often lack self-sufficiency when it comes to accessing business intelligence from Salesforce CRM.

But Salesforce makes it fairly easy to supply business users with meaningful data.  It all comes down to reports and dashboards and how these things get delivered.  You all know this, of course.   But what I’ve seen in my practice is a disconnect between business users, who typically use Salesforce at the minimum required, and the admin/developer who really knows how to get critical data in and out of the org.  The key is to sit down with business users, and in collaboration with them, define their information needs in detail.  It’s as easy as that.  Once those needs are defined, it’s actually pretty simple to design the reports and dashboards and set them on whatever schedule is needed.

But this is not the end of it.  Certainly there is a core set of reports and dashboards that will benefit business users for years.  But true business intelligence needs to be more agile.  Business users will need to adapt the metrics they use and change key performance indicators.  And as such, those reports and dashboards will need to change.  But with some careful advance planning, and set up that involves all of the stock holders (business users and admin/IT), you can create a flexible system that makes ongoing growth and change so much easier and faster.