DASHBOARDS & REPORTS

Enhancing Mobile SFA

COMPREHENSIVE VISIBILITYo Gives Simple And Easy

Picture o Helps to Predict And

Realign The Strategies

DESIGN OF DASHBOARDS & REPORTSo A Continuous Process For

System Designerso Inputs to be taken from

Managerso Field Force Staffo Marketing Personnel o UI/UX Designers

THE TOP SFA DASHBOARDS & REPORTS

o The Daily Call Reporto The Productivity Reporto The Sales Pipelineo The Sales Forecasto The Long-range Sales

Forecast

THE FEATURES OF DASHBOARDS & REPORTS

Sales Orders Trends

Present Visual Data

Sales Person wise Area wise Region wise

Measure Performances

Pictorial Reports Visual Comparisons Insight into the system in a nutshell Drill Downs

A Powerful Reporting Tool

Trend Analysis Corrective ActionsA Competent Analysis Tool

Insightful decisions based on Business Intelligence tools Strategize instantly A complete picture of the on goings of the business

Decision Making Tool

THE DO’S OF SALES DASHBOARDS

FIT EVERY DEVICESeamless User Experiences

PRECISE & ENGAGING DISPLAYS

Self-service Mode Increasing The Relevance For The User

KEEPING THEM SIMPLE

Simple And To The Point Information Easier To Comprehend

RULES OF THUMB FOR DESIGN OF DASHBOARDS & REPORTS

Top Down Approach – What the User Wants

Data Quality Metrics Adoption

Engage the User Community

Uniformity in Design in Terms of Colours & Text

More Visuals, Less Reading

Uncluttered Charts & Views

PERSONALIZATION

User Behavior And Preferences To be Considered Design to be Realigned according to Roles & Responsibilities

ENGAGING DESIGNS

Powered By Virtual Assistants Blended In With Gamification

MORE THAN CREATING DASHBOARDS

Build Customized Reports & Dashboards

Enable Drill Downs

Organize Reports & Dashboards Create Folders For Teams Shared Folders For Use Within

The Organization Manage Favorites Folders

Sharing Information Across The Sales Team With Others In The

Enterprise

Fetching & Finding Reports For Teams Enterprise Customers Dealers & Vendors

VISIT HTTP://WWW.MOBILESALESFORCEAUTOMATION.NET/

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A FREE DEMO

TO KNOW OUR SOLUTION