The datapine Blog
News, Insights and Advice for Getting your Data in Shape

Master Salesforce Reports With Modern Reporting Tools – Examples And Templates

Salesforce reports by datapineIn a data-driven age, modern organizations need access to advanced data analytics solutions to help them improve the business in a wealth of key areas—Salesforce is one of those solutions.

One of the world’s most popular cloud-based customer relationship management (CRM) platforms, the software is designed to help companies across sectors plan and optimize their sales processes.

Here, we’ll look at what a Salesforce report is, explore working Salesforce report examples, and consider how to unlock extra value by exploring the platform’s data with professional Salesforce dashboards created with powerful reporting tools.

First, let’s take a moment to understand the role of Salesforce reports in the business world.

Exclusive Bonus Content: Your Definitive Guide to Salesforce Reports!
Unleash your ‘sales force’ today and get our bite-sized free summary!

What Is A Salesforce Report?

Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform with the goal to enhance critical elements of a business, including marketing, sales, commerce, and service. It improves consumer engagement, enhances your marketing activities, and boosts your bottom line.

Consolidating data from several sources, reports assist users in identifying relevant salesforce KPIs and, consequently, trends that will allow them to formulate strategies that improve efficiency and boost productivity, enhancing internal communication across the board.

Sales reports in Salesforce help companies to scale and grow. While the platform is effective as a standalone solution, businesses can further catalyze their success by combining it with additional tools, mainly a dashboard creator that can generate invaluable actionable insights.

Essential Tools For Salesforce Reports

There are several cloud-based Salesforce reporting tools available to businesses today, most of which integrate into the platform seamlessly to offer an extra layer of depth regarding insight and functionality.

There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. External tools, such as datapine, exist to take your Salesforce reporting efforts to an entirely new dimension, where you can, among other things, create powerful sales graphs and implement them in a complete dashboard overview.

The tools we use for Salesforce are driven by our cutting-edge data dashboard technology, helping businesses across industries consolidate insights from a broader range of sources while drilling down even deeper into particular customer-facing aspects of the business.

So, what tools do we use for Salesforce? Our Salesforce report templates are centralized, interactive, easy to use, and serve up KPI-driven insights that empower business to gain an all-important edge on the competition.

Focusing on areas including sales activity, outbound calls, and inbound opportunity management, our specialized dashboards will give you a panoramic view of your business—a level of vision that fosters innovation, evolution, progress, and growth.

We’ll explore some of these Salesforce report examples in due course, but if you’d like to explore them for yourself, you can browse our selection of examples mentioned at the beginning of the article.

How To Create Effective Salesforce Reports?

How to create a Salesforce report: 1. Define your goals, 2. Set your KPIs, 3. Choose your visualizations, 4. Track, measure, refine, repeat

Much like any data-driven tool or dashboard, to enjoy maximum success, understanding how to use the key functions to their optimum capacity is essential.

In this concise yet informative Salesforce reports tutorial, we’re going to show you how to use cutting-edge dashboard technology to squeeze every drop of value (and more) from your Salesforce data, metrics, and insights.

1) Define your goals

The first stage of our Salesforce reports tutorial comes in the form of defining your goals. This is the very foundation of crafting effective sales reports in Salesforce. Meeting with key stakeholders within your organization and setting your goals, aims, and targets collaboratively will help you paint a clear picture of how to shape your dashboard for data-driven success.

Setting yourself tangible strategic goals as well as specific sales targets and knowing which data to include within your salesforce report templates will help you develop a framework for reporting success.

2) Set your KPIs 

Key performance indicators are an integral part of the report-building process. A KPI software will help you track, measure, and analyze specific pockets of data. 

Doing so will help you capitalize on your strengths while gaining a better understanding of the measures you need to take to improve efficiency in customer-facing areas of the business.

With your goals defined and your framework in place, you should select KPIs that reflect your key business aims and integrate them into your report.

3) Choose your visualizations

Once you’ve selected your KPIs, the next stage of our reports in Salesforce tutorial boils down to design and visualization.

As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone.

Data visualization is integral to telling a tale with your data and sharing insights in a way that is widely accessible as well as results-driven. Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective.

Explore our guide to choosing the right data visualizations types to help you with your efforts.

4) Track, measure, refine, repeat

Rounding off our reports in Salesforce tutorial, we move onto our final—and perhaps most overlooked—activity: improvement and refinement.

What may work today may prove less effective tomorrow, so taking the time to improve and evolve your reports is something you need to prioritize.

To do so, you should ask for periodical feedback on the functions and design of your reports and use existing data to make tweaks and improvements that ensure that you get the best return on investment for your efforts.

Exclusive Bonus Content: Your Definitive Guide to Salesforce Reports!
Unleash your ‘sales force’ today and get our bite-sized free summary!

Definitive Salesforce Report Examples And Templates

Now that we understand the power of this most valued of CRM tools in a practical context and how to create a report that gets results, it’s time to take our Salesforce report builder to the next level by looking at a working Salesforce report template or two.

1. Salesforce KPI Dashboard

An essential tool for both maintaining and improving overall sales performance, this Salesforce report template makes an essential part of any modern business’s toolkit.

Salesforce report summarizing central KPIs for sales performance: average contract value, sales cycle lenght, lead response time, top 5 deals, and follow up contact rate, among others.

**click to enlarge**

Working with a balanced mix of sales-focused KPIs, this dynamic dashboard not only serves up digestible visuals that empower users to make swift data comparisons, but it also offers a depth of insight into the sales cycle, lead processing time, and top order values.

This invaluable mix of insights, coupled with integral metrics from a range of additional sources, will help you improve your sales figures as well as make long-term strategic changes that will set you apart from the competition. Power and proficiency in one neat package.

KPIs used:

  • Lead Response Time
  • Follow-Up Contact Rate
  • Sales Activity
  • Average Contract Value
  • Average Sales Cycle Length

2. Salesforce Inbound Dashboard

In the digital age, the art of sales is more multidimensional than ever before. In today’s world, inbound sales and marketing efforts are as valuable as outbound lead generating activities—perhaps even more so.

One of salesforce reports example focusing on the lead-to-opportunity ratio, opportunity-to-win-ratio, lead-conversion-ratio, and sales funnel, among other inbound funnel metrics.

**click to enlarge**

Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. Our inbound Salesforce report example provides the perfect combination of at-a-glance data visualizations that assist with incoming leads, nurture client or customer relationships for conversion, and more.

By gaining access to this wealth of information with the help of a decisions support system software, you will be able to pounce on opportunities faster, nurture leads more effectively, and ultimately, boost brand awareness as well as your bottom line.

KPIs used:

  • Total Amount of Inbound Leads
  • Lead-to-Opportunity Ratio
  • Opportunity-to-Win Ratio
  • Lead Conversion Rate

“Data are just summaries of thousands of stories – tell a few of those stories to help make the data meaningful.”—Chip & Dan Heath

Exclusive Bonus Content: Your Definitive Guide to Salesforce Reports!
Unleash your ‘sales force’ today and get our bite-sized free summary!

It’s impossible to deny: Salesforce is a powerful tool that can help businesses of all shapes and sizes meet — or even exceed — their full potential.

If you dare to tread beyond the platform alone and integrate your insights with a wider network of invaluable business metrics, you stand to reap great rewards.

Once you consolidate all of the insights you need to improve sales, enhance your communications, and manage your customer relationships as well as leverage the tools you need to access everything from one central location, you’ll uncover strategies and insights that you never knew existed. That is where the real success lies.

So, what tools do we use for Salesforce? The answer is datapine’s cloud-based dashboard technology. Migrate your existing data to our cutting-edge visualization tool, and you’ll not only benefit from better access to the insights that matter most; you’ll also witness your business grow faster than you ever thought possible.

Sign up for a 14-day trial with datapine, completely free, and experience our revolutionary capabilities for yourself!

1 Star2 Stars3 Stars4 Stars5 Stars (8 votes, average: 4.75 out of 5)