A Salesforce report offers in-depth analysis of your CRM activities, providing insights into sales performance, lead management, and customer interactions to help optimize your business processes. It tells you which Salesforce efforts are working, which are not, and recommends opportunities for growth. A great Salesforce report includes an overview, key metrics, and recommendations on what to do next.
1. Overview
The overview is a short summary in plain English that explains what happened with Salesforce over the recent reporting period.
2. KPIs with key metrics
KPIs show how effectively you’re hitting your Salesforce goals. By measuring the changes in the key Salesforce metrics, such as lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates you'll know whether you’re making progress towards your goals.
3. Charts
Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates. Use bar charts, line graphs, and pie charts to display data clearly and effectively.
4. Recommendations
This section outlines the next steps you can take to improve your performance.
With Narrative BI, you can automate your Salesforce reports in minutes. Here’s how to do it in three easy steps:
1. Connect your Salesforce data source in a few clicks.
1. Connect your Salesforce data source such as Salesforce in a few clicks.
2. Drag and drop the KPIs, such as lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates as you customize your report.
3. Set the reporting schedule.
When you are done, you will receive automated Salesforce reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.
