How do I put together a Salesforce activity report?
So far so good, right? Ok, so now it’s time to put together a report your Sales Leaders will love. Pretty straightforward stuff actually. Create a New Report using the Activities Report Type. Go with the top option, Tasks and Events. Remember, Log a Call and New Task are both “Tasks” to Salesforce.
How do you measure the impact of Salesforce on operations?
Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently.
How can Salesforce management dashboards help your sales team hit your targets?
Use these Salesforce management dashboards to help your sales team hit or exceed your revenue targets. The data is always talking. It’s our job to listen. With the pandemic impacting countless industries, the story data tells keeps shifting. Is your sales pipeline generating enough leads?
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
Can you track activity on Salesforce?
With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.
How do I see my activity in Salesforce?
View Your User Activity in Salesforce DatoramaTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.
How do I pull an activity report in Salesforce?
Create a User Call Activity Report in SalesforceClick Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.Click the Date filter and select a date range to report on and click Apply.More items...
How do I create a daily activity report in Salesforce?
Salesforce.com for dummies: Creating daily reportsCreating daily reports.Developing Reports with the Wizard.Building a report from scratch.Click the Create New Custom Report button.Select the data type you want to report on, and then click Next.Select the radio button for the type of report that you want.
Where is Activity tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
What is Salesforce activity?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
How do I make an activity report?
Click on the Reports tab.Click on the New Report button.Click on the Activities folder.Click on Tasks and Events.Click the Create or Continue button on the far right. From here you can change the many features in the Report including the displayed fields or the filters.
What is activity report in Salesforce?
Activity reports are useful for gathering information about open activities, completed activities, multi-person events, or pending approval requests for which you're a delegated approver. Standard activity reports allow you to select the date range and status of the activities you want included.
What is daily activity report?
An automated daily activity report is generated by an automated time tracking software that tracks all your time like work time, productive time, unproductive time, idle time, shift time, etc. After capturing all the data makes an automated report for employees.
How do I create an email activity report in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
How do I view email activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email's task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do you write a sales force report?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
What is Salesforce monitoring?
Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance . With these insights, you can analyze your workforce, make adjustments to boost performance, and take Salesforce from a simple tool to a beacon of productivity, trust, and success.
What is user activity monitoring?
Instead, user activity monitoring tools can show you, at a user-centric level, details about who changed what permissions, when, and from where.
How much does a data breach cost?
The average cost of a data breach is $3.92 million. You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches. Many breaches are caused by insiders, whether maliciously or unintentionally. In fact, the 2019 Cost of a Data Breach Report showed that organization insiders cause more than half of all breaches. This statistic is just one reason why the need for user activity monitoring exists. User monitoring has grown exponentially due to organizations’ need to protect sensitive data in cloud applications.
Can admins see if a user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Is Salesforce a regulated industry?
Regulated industries like health care and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 million or four percent of annual global turnover (whichever is greater).
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
Why is it important to have a defined number?
Having a defined number makes life much easier for the sales leader. The conversation is straightforward.
Should I create a dashboard?
Should you create a Dashboard as well? Well, I don’t think you need to. Dashboards are great for visually displaying a lot of data, says dozens or even hundreds of records. Here, the sales leader is really just interested in three or four metrics with a small amount of activity per week. A report should capture this just fine without the need for a visual display. But if you are inclined, a gauge chart would work for this. Let’s stick with the weekly target of 3 Initial discovery calls per week. Then your gauge could show three segments with green, yellow and red markings to show green as three or more = ‘achieved target’, yellow as two = ‘close, but not quite’, and red as zero or one = ‘missed.’ Again, probably unnecessary, but something you may choose to do.
Can we control sales revenue?
All we can control as a sales team is our weekly output of activity. That’s it. We can’t control the sales revenue anymore than we can control the tides. Except that, we do know with certainty that the tide WILL rise. Can we predict with the same degree of confidence that our sales revenue will be met?
Can you use Salesforce to track KPIs?
We’ve already covered how Salesforce Tasks & Events work from an out-of-the-box standpoint, so in order to use Salesforce to track your team’s KPIs you’ll need your company Admin to do a little configuration. Very easy stuff though for an Admin that knows their way around.
How many metrics should be in a sales dashboard?
With that in mind, the perfect sales dashboard should have some combination of the following 12 metrics.
How effective are dashboards?
Dashboards are most effective when they give you an overview while ensuring you know the details, too. Salespeople and sales managers have to juggle a number of big-picture metrics, including: With that in mind, the perfect sales dashboard should have some combination of the following 12 metrics.
Why are dashboards important?
Dashboards are most effective when they give you an overview while ensuring you know the details, too. Salespeople and sales managers have to juggle a number of big-picture metrics, including: Individual salesperson performance. Pipeline performance. Forecasts. Your company’s competition. Product performance.
What is the sales cycle?
Sales cycle. The average duration or time, typically measured in days, it takes a salesperson or your team to win a deal. If you take this average and compare it to the age of each opportunity, you can see if your current opportunities are moving through the funnel as expected. 8.
What is a chart in CRM?
Charts can include dials, leaderboards, bar graphs, historical trend graphs, pie charts, fun nels, plotted points, and a variety of other options. Your goal is to display relevant information in a way that’s quickly understood — and using your CRM, to make sure your dashboard is always up-to-the-minute accurate, which is especially important when a salesperson is outside the office and views their mobile dashboard.
What is win rate in sales?
One of your most basic metrics as a salesperson, this number is the percentage of opportunities proposed or quoted that you won. Lower-than-average win rates indicate the need for research: Are leads getting stuck in your funnel at the same place? Perhaps your pitch needs to be adjusted when you speak to lukewarm leads, or your handoff from a marketing-qualified lead (MQL) to a sales-qualified lead (SQL) should be investigated. First, find out what an acceptable percentage is in your industry, then work to hit it on a consistent basis — with a goal of raising the bar.
What is dashboard in business?
A dashboard, such as the one in a car, is a tool that visually showcases information: It’s where you can quickly and easily see vital signs that affect your current task. In business software, a dashboard for your sales platform provides important information at a glance and keeps you aware of necessary metrics and performance standards.
Identify problems and course-correct in real-time
Activity tracking allows you to pinpoint the root of any problems in performance. If your team isn’t on track to meet their goals, you can look at their activities in Salesforce to see where the struggle is originating.
Gain insight into behaviors that lead to success
Comparing the activities of your top performers to the activities of the low performers is an easy way to uncover what activities are resulting in success. Plus, once identified, you can coach the low performers on these successful activities.
Focus on what sales reps have control over
Tracking sales activities in Salesforce gives you a roadmap to successfully hit your goals.
Revenue as the result of sales activities
Effective sales leaders recognize that revenue is a result of sales activities, and understand the cause-and-effect relationship between the two. This understanding is the foundation of activity-based selling: managing sales reps around the activities that lead to sales.
What is data dashboard in Salesforce?
Data dashboards, standard with Sales Cloud, provide minute-to-minute visibility of your business as things change. They allow you to identify actions to take before it’s too late. Below are seven examples of Salesforce dashboards you can reference to help you hit or exceed your revenue targets.
What is dashboard in sales?
Ultimately, dashboards are a tool that provide perspective and expose weak points. But it’s up to you to wield it effectively. By taking advantage of these seven dashboards, sales leaders will have the insight needed to make informed decisions about their business.
How does the State of the Union dashboard work?
How it works: Think of the State of the Union dashboard as akin to getting a general check up at the doctor’s office. You can immediately get a pulse on the overall performance of your organization. Key performance indicators like total closes, open pipelines, sales rep performance, and top deals are available in real time. Don’t waste hours aggregating data manually or creating decks when this dashboard does the dirty work for you. That’s valuable time you can put into coaching or training.
User Session is Failing to Timeout (UI)
If a User session is not timing out, then the User's session is being kept alive with activity from an alternative source.
User Session is Timing Out Early (UI)
1. Ensure the timeout value of the User's Profile matches the expected value. Changes to the org-wide Timeout value do not apply to users of a Profile with its own 'Session times out after' value.
Security
Compliance
- Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 …
Usage and Adoption
- User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM. Usage and adoption information gained from user activity monitoring can guide your training and educational efforts to encourage more effec…
Performance
- Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently. Admins can view events like failed logins to pinpoint if there’s a problem with the login page or account permissions. Poor page performanc…
Salesforce Shield: Event Monitoring
- Salesforce Shield: Event Monitoring provides Salesforce admins with org visibility through user activity monitoring-based audit logs. With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events. E...