Success Services - Driving business metrics
Download as PPTX, PDF1 like457 views
This document provides a 5-step process for creating highly effective dashboards using Salesforce data. The steps include: 1) Understanding executives' key concerns to identify the right data, 2) Cleaning and structuring the data, 3) Building reports from the data, 4) Designing dashboards with visual components linked to reports, and 5) Reviewing dashboards with executives and monitoring usage to drive business performance. Examples are given for each step and additional resources are provided.
Success Services - Driving business metrics
- 1. Driving Business Metrics – Creating Highly Effective Dashboards Stéphane Maurin Principal Success Manager smaurin@salesforce.com @stephanemaurin
- 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Agenda Step #1 : Know what keeps your executives up at night Step #2 : Capture the right data Step #3 : Build your reports Step #4 : Build your dashboards Step #5 : Use data to drive behavior and produce results 5 Steps to create highly Effective Dashboards
- 5. Step #1 : Know what keeps your executives up at night
- 6. Step #1 : Know what keeps your executives up at night Who are they? • CEO? Sales? Marketing? Support? Know their business • Ask questions and start at the top Know what they currently get. • Can you have it on Salesforce too? (ie. Excel) • How cool would be if you could have this information? What will they do with that data? - They need to improve the figures : Sales : Sell more ! Service : Case Deflection, Case Closure, C-Sat, etc... What matters for them?
- 7. Step #2 : Capture the right data
- 8. Step #2: Capture the right data Is the Data clean? • Inspect it, Measure it ! • If not, clean it! How many Dashboards do you need? • What will be the purpose of each of them? • Independent vs. Master + Children • Do you need filters? • What will be the names? Who should access them? • Don’t give access to confidential numbers. It’s all about Data !
- 9. Step #3 : Build your reports
- 10. Step #3 : Build your reports Select the right Report Type ( Accounts with Opportunities vs. Opportunities with Accounts) Select the right fields (need to be readable, important for filters) Create a Chart (specific fields, three columns, etc..) Use all the features available: Formulas, Joined Reports, Exception Reports, Bucket fields, etc..
- 11. Step #4 : Build your dashboards
- 12. Step #4 : Build your dashboards Use 3 wide columns and organize them Select the right components Pick the right titles for your component. Use a Question Top 5 -10 Running user
- 13. Step #5 : Use data to drive behavior and produce results
- 14. Step #5 : Use data to drive behavior and produce results Review the dashboards with them. Deliver your dashboards via email (at least for the first few weeks). Show the Dashboards on Salesforce1. Monitor them: When were they last refreshed?
- 16. 5 Steps to create highly Effective Dashboards Step #1 : Know what keeps your executives up at night Step #2 : Capture the right data Step #3 : Build your reports Step #4 : Build your dashboards Step #5 : Use data to drive behavior and produce results
- 17. Resources : 5 simple steps to reports and dashboards http://bit.ly/1g8sFbT Getting Started with Reports and Dashboards (online training course) http://goo.gl/aa3WU Analytics Workbook (tutorials) http://goo.gl/aSbty Youtube: Dreamforce Videos (long) Introduction Videos (short)
- 20. Join the Conversation Over 1,900,000 Members and growing! Engage directly with salesforce experts! Hear from our MVP’s, other customers and salesforce resources! Join your local User Group to collaborate with other customers Access resources, webinars, people, all designed to help you achieve success! To Join: • Go to our Success Community Directory • Select the groups to join • Use your salesforce credentials • Select Join Join your local User Group Next meetings: • Netherlands 12th November • Belgium 25th November
- 22. thank y u
Editor's Notes
- #3: Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
- #21: You have a lot of resources available in our Success Communit, so make sure to set up your User profile and join some of our groups. We have close to 2 million members in the Success community now and a lot of very active groups, where you can connect directly to other Salesforce experts to share ideas, collaborate on challenges and simply to hear about the best tips and tricks among the user base. You can connect with other Salesforce customers, our MVPs or directly with Salesforce staff in these community groups. Make sure to also join your local user group, we have one for the Netherlands and one for Belgium that meet at regular intervals, around every 2 months, so pick whichever meeting works best for you by date and location. These User group meetings allow you to connect to other customers and share ideas and tips and tricks and also network with the Salesforce ecosystem.