Reporting & Dashboards

Empowering Decision-Making with Custom Salesforce Reports and Dashboards


Requirement, Visualisation Selection

Understanding your business needs is crucial. This step involves identifying key performance indicators, reporting frequencies, and stakeholders' expectations. It sets the foundation for a reporting system that aligns with your business objectives and delivers meaningful insights.

Choosing the right visualisations is key to effective dashboards. This involves selecting charts, graphs, and tables that best represent your data. The aim is to make the data easily understandable at a glance, facilitating quick decision-making and performance monitoring.


Report, Dashboard Creation

After planning, the focus shifts to building the dashboards. This step involves configuring Salesforce to create interactive and visually appealing dashboards that provide real-time data insights. Custom dashboards are designed to be user-friendly, ensuring that key metrics are accessible to all relevant stakeholders.

The creation of detailed reports follows. Custom reports are developed to analyse data trends, measure performance against targets, and identify areas for improvement. These reports are tailored to the specific needs of the business, providing deep insights that support strategic decisions.


  • Define metrics
  • Identify data sources
  • Stakeholder consultation


  • Select visualisations
  • Layout planning
  • Customisation features


  • Custom reports
  • Dashboard setup
  • Data integration


  • User training
  • Testing feedback
  • Iteration adjustments

Get in Touch with Frank

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