Reports & Dashboard

Understanding the key data your system contains through reporting is one of the key areas that management want to see through summary, or metric or snapshot reports. Without doubt in experience at all levels can obtain meaningful information through viewing and seeing charts with key information. 

Reports can be automated to email everyday, every week, or via updated Dashboards that users can see on their Phones or Tablets. Salesforce Lightning has updated functionality within the List Views features now on Objects to create meaningful Dashboard components.

Dashboards and Reports should be implemented after the Data Integrity phase of your consultation when data has been cleaned and updated with adoption from the end-users. Reports are only useful if the organisation keeps the data clean and has stop gaps in place to minimize the dirty data.