For a Salesforce administrator, he already knows how important it is to become proficient with the built-in reporting and dashboard capabilities of the sales analytics application. If the salesforce administrator is not already up to speed, he should surely sign up for a training course, watch a Dreamforce presentation on the success.salesforce.com community website, and try downloading a few of the free dashboard applications on the AppExchange.
But this is only the beginning. Inevitably with Salesforce reporting, you’re always 4 or 5 reports away from answering the question you really want to answer. To understand your sales analytics and sales metrics requirements, you need to consider the following:
1) What information do sales managers, the CFO and the CEO need today to be successful?
2) What business questions are the most difficult to answer today?
3) Would people prefer to answer their own business questions?
4) How do managers prefer to access and analyze business information––dynamic dashboards, spreadsheets, pdf, PowerPoint, email, mobile device, etc.?
5) What other sources of information do people need to access and analyze in order to achieve sales success?
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