Salesforce Features
Reporting and Analytics
Dashboard Scheduling
Scheduling When Dashboards are Automatically Refreshed and Mailed
Enterprise and Unlimited Editions
- Consistently provide the most up-to-date data
- Improve user adoption with dashboards that are pushed out to users
A dashboard is a group of charts or components that graphically display your custom report data. With Spring ’08, authorized users will be able to schedule when dashboards are automatically refreshed and emailed to a set of users.
Outer Joins Reporting
Outer Join Reports With and Without Child Records
Developer, Professional, Enterprise, and Unlimited Editions
- Create Reports that include records with and without related child records
- Modify existing Custom Report Types to incorporate previously excluded records
With Comprehensive Record Reporting, administrators can define whether custom reports will return records for objects that have no related-list records. Now users gain complete related list visibility on reports. For example, users can now create prospecting status reports displaying a comprehensive list of accounts regardless of whether an account has any contacts or opportunities. Users can also run campaign effectiveness reports that display all campaigns, even if a particular campaign never reached any recipients.
Printable Lists
From Screen to Paper with Ease
All Editions
- View lists your way: online or on paper
- Enable users to print their own customized lists
Often, users need a printed list of leads, activities, or opportunities. With Winter ’08 users can easily print out the results of list views on Salesforce records like accounts, opportunities, or any record except setup.
Dynamic Report Headers
Keep on Top of Tabular Report Results
All Editions
- Keep report header information viewable while scrolling
- Increase end-user satisfaction with reports
Salesforce’s reporting capabilities are a favorite feature of users at all levels and in all roles. With Winter ’08, reporting usability takes a leap forward with dynamic report headers. This powerful feature is yet another example of some of the best Web 2.0 capabilities from the consumer Web coming to business applications via Salesforce.
Analytic Mash-Ups
Dashboards Without Limits
- Blend Salesforce dashboards with external analytics
- Create stunning, interactive visualizations of your data
- Link multiple dashboards together to guide the decision-making process
Winter ’07 takes Salesforce Analytics to a new level. You can integrate your Salesforce dashboards with third-party analytics to create analytic mash-ups that provide unlimited intelligence. In a single, consolidated view, users can analyze Salesforce data together with data from virtually any other system in the enterprise. Through the use of technologies such as Flash, Crystal Xcelcius, or Scalable Vector Graphics, you can visualize and interact with data in new ways that drive greater insight in to your organization’s performance.
This feature is
available in Professional, Enterprise, and Unlimited Editions, except where noted.
Dashboards
Customizable dashboards from Salesforce provide instant access to the
real-time data and analysis you need to run your business. Only
Salesforce gives you step-by-step wizards you can use to pull critical
metrics from many departments into a consolidated view. Easy-to-use
data visualization tools enable you to identify trends using charts,
tables, and other graphics.
This feature is available in professional and enterprise editions.
Streamlined Analytics
With Winter ’06, it’s easier than ever to find and manage your reports.
New streamlined analytics functionality helps users quickly search all
their available reports to find precisely the ones they are looking
for. Winter ’06 also offers a new recent reports sub-tab that keeps an
up-to-the-minute list of all your recently viewed reports.
This feature is available in team, professional and enterprise editions.
Custom Reports
With Salesforce, business users can create custom reports that combine
information from all of our on-demand solutions. You get reports
instantly using a reporting wizard that walks you through the required
steps. It's also easy to perform calculations and to customize
high-impact graphs to depict data visually.
This feature is available in all Editions.
Custom Report Formulas
Every organization has unique requirements for analyzing information
critical to their sales, marketing, and service efforts. Frequently,
users need to aggregate and perform calculations on raw data to get the
right insight, spot trends, or uncover issues. With Summer ’05, users
can create their own mathematical formulas that combine data from
summary fields in a report, making that critical information more
accessible, more quickly.
This feature is available in team, professional and enterprise editions.
