5 Big Ways to Maximize Your Salesforce Dashboards (Guest post on the Salesforce blog)

Today we published a guest post on the Salesforce blog titled “5 Big Ways to Maximize Your Salesforce Dashboards”. The post details a number of high level steps you can take to really make the most of Salesforce dashboards, including links to a number of free dashboard packages on the AppExchange and other resources.

So much of our critical data is stored in Salesforce, and dashboards provide an easy visualization tool that automatically refreshes with the latest data, no spreadsheet updates required. If you are a Salesforce user and you are not using Salesforce dashboards, check out the post and then get started!

The 5 topic areas covered, that will help you make optimal use of Salesforce dashboards, are the following:

  1. Agree on Metrics
  2. Start with Existing Templates
  3. Have Main KPI / Executive Dashboards
  4. Bring other data into Salesforce
  5. Email Your Dashboards

Check out the guest post now on the Salesforce blog.


 

Other resources mentioned in the article:

If you are new to Saleforce dashboards, check out our other recent post on How to Customize Salesforce Dashboards.

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Setting Goals for Your Site: An Intro to Google Analytics Goals

Setting goals for ourselves is one of the best ways to achieve things personally and professionally — so why should your web site be any different? This quick introduction shows you how to use Goals in Google Analytics to measure some target objectives you have for your web site.

Goal-setting in Google Analytics is simpler than many goals we have in life. A Google Analytics goal is just a measure of how often visitors to your web site complete a certain action, such as spending a certain amount of time on a page, visiting one page after starting on another, or events such as form submissions or eCommerce transactions. Each time a user completes one of the Goals you have set up, it is recorded as a conversion in Google Analytics.

GoogleAnalyticsGoals

Setting Up Google Analytics Goals

You can create up to 20 Goals per View (formerly called Google Analytics Profiles). To create a Goal:

  1. Cick Admin, then select an account, property, and a view.
  2. Click Goals, then Create a Goal.
  3. Choose a Template to start with some prebuilt goal examples, or choose Custom to create your own goal from scratch.
  4. There are 4 basic types of goals you can create:
    1. Destination – a specific location loads, or path taken through your site
    2. Duration – how long a visitor session lasts
    3. Pages/Screens per session – how many pages or screens a visitor views
    4. Event – something happens such as a video play, social share
  5. Optionally set a Goal Value, which is the monetary value of a user completing the Goal.
  6. Click Verify to test the setup of your goal
  7. Save the Goal

Once you create a Goal, it starts recording data for all current and future sessions. Goals cannot be deleted, but they can be turned off, or edited to become a different goal.

If you have set the optional monetary Goal Value, you can start evaluating goals by that measure. But even without it, you will start seeing Goal Conversions (a visitor session that completes your goal is considered a Goal conversion in Google Analytics).

Note that Goals related to Ecommerce tracking require additional setup and configuration. Event Goals may also require that you set up Event Tracking in Google Analytics prior (especially as they relate to events such as events such as downloads), which often needs to be done by a developer.

 

Viewing Google Analytics Goal Conversions in Salesforce

If you are using Salesforce in addition to Google Analytics, you can import Google Analytics Goal Conversion data to Salesforce, for web site conversion visibility alongside the conversion metrics that are the mainstay of Salesforce (leads to accounts, and opportunities to closed won deals).

Our CloudAmp Analytics Dashboards application automatically imports a number of metrics daily from Google Analytics and displays it in Salesforce dashboards. All 20 Goal Names and Goal Conversion numbers from each Google Analytics View are imported and displayed in 2 Salesforce dashboards. The Google Analytics Goal data is also stored natively in a Salesforce custom object, so you can also use it in other reports and dashboards if you wish.

CloudAmpGAMetrics-Goals1-10_small

The “goal” of the Analytics Dashboards app is to make it easy to have daily visibility into the conversion Goals you have set up for your website, right inside Salesforce where you work on a daily basis. Getting this visibility before visitors would typically enter Salesforce as leads can help improve your conversions and optimize marketing efforts earlier in the funnel.

Questions? Have some favorite Google Analytics Goals you like to track? Please leave them in the comments below.

 

April 2 Salesforce Data Analytics Meetup: DxContinuum & GoodData

Thank you to DxContinuum and GoodData for sponsoring and providing the food and drinks, as well as demos of two very interesting data analytics platform for Salesforce.

DxContinuum is an early-stage startup gaining significant traction with Fortune 1000 clients due to their predictive analytics capabilities around which leads and opportunities in Salesforce will close. GoodData showed off their embedded business intelligence and analytics tools for Salesforce, with some great looking data visualizations that are setting the standard for the next generation of BI.

Meetup04-02-14

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Next Meetup is June 4, 2014 – register here free.

Satish Kumar, DxContinuum

Satish Kumar is the Director of Product Management at DxContinuum. He has been in Software Product Management for the last 12+ years, with rich experience in CRM, Enterprise Big Data, and Analytics. Satish is passionate about driving business value using analytics. His experience in analytics ranges from  statistical analysis based reporting, scorecard applications, dashboard / visualizations, through predictive modeling & optimization. Prior to DxContinuum, Satish had been in Risk Management Solution (RMS) and Automatic Data Processing (ADP). Satish has a degree in Engineering from Annamalai University (India) and an MBA from the Indian Institute of Management, Bangalore.

Product / Demo brief

What if you can predict which leads and opportunities will become wins with 85%+ accuracy, with existing data in Salesforce? What if you can focus on the right leads & opportunities, enhance conversions & win rates, and increase revenues by 25%, with the same resources? We shall look at how to leverage predictive analytics to accomplish these business goals and answer questions such as:

1. What leads should be prioritized for a call right away?  What leads should be nurtured over time?

2. What is the quality of opportunities in the pipeline? What proportion of active opportunities are likely to be won?

3. Will quota be met? If not, what is the expected shortfall, and what can be done to reduce it?

 

Kyle Pistor, GoodData


Kyle Pistor is a Senior Solutions Engineer at GoodData. He is responsible for the presales technical evaluation, building proof of concept projects, as well as architecting the appropriate solutions for clients as they move from evaluation to implementation. Kyle has been with GoodData for two years, and has seen many clients – large and small – use GoodData to quickly go from messy, disparate data to clean automated data, reports, and dashboards. Prior to GoodData, Kyle worked at pre-IPO SolarCity, as well as a smaller solar company that collected and monitored massive data sets on large photovoltaic systems.  Kyle has a B.S. and a M.S in Engineering from Santa Clara University.

Kyle demoed GoodData’s Salesforce Sales Analytics capabilities, which deliver more relevant sales analytics, cross-object reporting, historical trending and beautiful, easy-to-use dashboards.

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