How To Add Sales And Service To Analytics App Sfdc
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Salesforce Analytics for Sales Managers
The Salesforce Analytics for Sales Managers template app includes visuals and insights for analyzing your marketing effort.
The app'southward out-of-the-box dashboard provides key metrics, such equally your sales pipeline, all-time accounts, and KPI's. You tin drill down into the report for more details on each aspect. Fully interactive visuals aid yous explore your data further.
In this article nosotros will walk through the app using sample data to give yous an idea of how you can use the app to gain key insights into your sales data.
Prerequisites
- Power BI Pro
- A marketing, developer, or admin Salesforce subscription
Install the app
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Click the following link to go to the app: Salesforce Analytics for Sales Managers template app.
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In one case yous're on the App'southward AppSource page, click Go It At present.
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When prompted , click Install. Once the app has installed, you will see information technology on your Apps page.
Connect to data sources
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Click the icon on your Apps page to open the app. The app opens, showing sample data.
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Select the Connect your data link on the banner at the top of the page.
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The parameters dialog will appear. There are no required parameters. Click Next.
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The authentication method dialog will announced. Recommended values are prepopulated. Don't change these unless yous accept specific cognition of different values. Click Sign in and connect.
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When prompted, sign into Salesforce.
The report will connect to the data sources and exist populated with upward-to-appointment data. During this time you will come across sample data and that refresh is in progress.
What does the KPI dashboard tell us?
When you open up the app, you'll come across the KPI dashboard. The KPI dashboard shows the states an overall view of the primal metrics from all the dashboards. Click the arrows to become to the private dashboards.
What does the Sales Manager dashboard tell the states?
The Sales Manager dashboard and underlying report focus on a typical sales challenge: providing a total sales analysis over a certain period.
Using the dashboard to await at the sample data, we're going encounter how to
- Understand how much we tin generate from the total open opportunities that a Sales company has.
- Identify which areas we should focus on in the total sales life cycle.
- Spot loopholes we should await into.
At present permit's look at the various components of the dashboard.
The top two visuals show us the total number of open opportunities we have and the acquirement we tin can expect to generate from them.
The Opportunity Sales Stage visual shows the position of the opportunities in the sales pipeline. Select whatsoever phase on the sales pipeline stage to come across its impact on the whole sales procedure. Now nosotros can analyze the revenue that corresponds with that stage.
If you lot click on any ane of the industries in the Share of Industry visual, information technology shows the share of the industry your sales team is working on. Let's click on "Wearing apparel" for instance.
When we click on "Clothes", we encounter that the account we have in this sector is ane of the top ten critical opportunities with respect to acquirement. Nosotros can conclude that this is an opportunity that deserves our focus on a priority basis, since its expected revenue is among the highest as compared to other accounts.
What does the Account dashboard tell us?
The Account dashboard lets you oversee how you are performing in all your accounts. It tells you which are your most profitable accounts. Let'due south analyze the accounts for apparel.
On the dashboard, select "Apparel" on the Account dashboard's Account Share Industry Wise visual.
You'll meet the tiles get updated. Notice that there is one manufacture in apparel, for which we take 1 account.
If we look at the Account Expanse Wise map visual, you'll run into the area where we have the apparel account.
Let'southward look at the acquirement for the account under apparel. In the Revenue past Account visual you lot can come across that the account for dress is highlighted, and shows the revenue being generated.
Nosotros tin also see a comparison of revenue won vs lost. If we hover over a bar, nosotros see the exact revenue won out of the total revenue.
What does the Pb dashboard tell us?
The Lead dashboard lets you see what the sources of your leads are. It tells yous which are your most assisting sources of lead.
Expect at the Probability of Conversion visual to examine what the probability is that the lead from a source is going to be converted. For example, selecting "External Referral" in the Leads past Source visual shows that the probability of conversion is 90.00%, while its full forecasted corporeality is 1.65 million dollars.
Similarly, you lot can also see the distribution of customers in the sales lead by looking at the Sales Pb by Customer Type visual. You lot can see it for a unmarried lead past hovering over information technology. So, for "External Referral", y'all can run into that there is i new client belonging to the "New Business organisation" category.
We tin can also see the overall number of lead statuses that nosotros have, and in what stage they are.
What does Representative dashboard tell us?
The Representative dashboard lets you measure the performance of the sales representatives by a number of matrices.
Nosotros tin come across all the industries a sales representative works in, and all the representatives of an industry.
To see the performance of the sales representatives, nosotros selected "Energy" as the industry from the Share of Manufacture visual. Then, in the Full Opportunities Gained visual, nosotros can see the proper name of the sales representative and the number of opportunities which belong to the selected manufacture.
The tiptop 3 visuals show united states the number of leads generated past the sales representatives and the acquirement they have generated and lost.
At same time, nosotros can use the Month Wise Functioning visual to measure the month-wise performance of the sales representatives.
System requirements and considerations
- Connected with a production Salesforce account that has API admission enabled.
- Permission granted to the Power BI app during sign in.
- The account has sufficient API calls bachelor to pull and refresh the data.
- A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so brand sure you've five or less Salesforce data sets imported.
- The Salesforce Reports API has a restriction that supports up to two,000 rows of data.
Troubleshooting
- If y'all run into any errors, review the requirements higher up.
- Signing in to a custom or sandbox domain isn't currently supported.
- Salesforce connector reference
"Unable to connect to the remote server" bulletin
If you become an "Unable to connect to the remote server" message when trying to connect to your Salesforce account, come across this solution on the post-obit forum: Salesforce Connector sign in Error Bulletin: Unable to connect to the remote server
Next steps
- What are Ability BI template apps
- Create a template app in Power BI
- Install and distribute template apps in your arrangement
- Questions? Attempt asking the Ability BI Community
Feedback
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How To Add Sales And Service To Analytics App Sfdc,
Source: https://docs.microsoft.com/en-us/power-bi/connect-data/service-connect-to-salesforce
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