Salesforce CRM Dashboards Reviews & Product Details

Like the ability to build custom dashboards quickly and easily. Like the ability to pin the dashboard to the top for quick reference. Review collected by and hosted on G2.com.

Need the ability to have better graphs for dashboard views. Graphs make it so much easier to calculate progress. Pie charts and line charts as well. Review collected by and hosted on G2.com.

Easy to use when trying to track certain metrics. Review collected by and hosted on G2.com.

Could have other filters to make it easier to find specific categories. Review collected by and hosted on G2.com.

The ability to use common ways of measuring Review collected by and hosted on G2.com.

They don't solve the particular issues we face. Review collected by and hosted on G2.com.

I love how clean the data is visually and how easy they are to customize. I also like how you can match the report with a diagram, and if there is a chart in the report already, it will display the already configured one unless specified. Review collected by and hosted on G2.com.

I wish there was an option to focus on a specific chart and make it the "spotlight" versus them all being around the same size. Review collected by and hosted on G2.com.

My Salesforce Dashboards serves multiple purposes as a center of operation, a visual representation of my reports, an organizational tool, a communication channel, and a lead generation tool. It might seem far fetched for a simple dashboard to have so many benefits but i could easily think of even more advantages than these. Basically put, the workforce Dashboard is a complete management tool for my business.

Advantages of the Salesforce Dashboard include;

- Provides me and my colleagues with real-time statistics and control of company information at my fingure tips

-It enables me conversion of the information from my source reports into one of several visual components. Depending on the type of data i have i could choose to use a table chart, gauge, pie, or a different kind of graph.

- It enables me customize the entire dashboard and tailor it to meet my needs. The dashboard helps me keep track of my schedule with a feature that i use to manage my customer tasks as well as my appointments

- It enables me save time and money as it provides for me real-time statistics and control of my company information.

- It serves as a tool for getting more clients- by showing my clients the visual representation of my companies performance and offering to provide them with the same level of service, it becomes hard for them to ignore positive statistics, especially when the dashboard makes them look so appealing Review collected by and hosted on G2.com.

Too much training is required- one has to invest a great deal of time in learning how to use or understand reports in Salesforce. Review collected by and hosted on G2.com.

Salesforce CRM Dashboards keep all of our data organized and together. The CRM dashboards are also visually appealing to look at it, which is a plus. Review collected by and hosted on G2.com.

I cannot think of anything I necessarily dislike about the Salesforce CRM Dashboards. Sometimes the page itself can get congested, but that's all I notice. Review collected by and hosted on G2.com.

I liked how you could customize the dashboards and make it easy to find projects quick Review collected by and hosted on G2.com.

I dislike how you can only do so much if you aren’t a certain status. Your manager or the system operator would have to do it. Review collected by and hosted on G2.com.

Salesforce CRM Dashboards helps you to build customized dashboards with charts and KPIs for accurate pipeline management, improving decisiong making process with powerful insights. Review collected by and hosted on G2.com.

As any other tool, this takes a bit of time to realize and understand the full potential of the solution, but nothing more then 1-2 weeks of intense use. Review collected by and hosted on G2.com.

I loved Salesforce dashboard's ability for me to see everything in one place and rearrange to my preferences. Everything was very "user friendly" and the tutorials made everything very easy to learn~ Review collected by and hosted on G2.com.

I honestly cannot think of anything at this point. There are so many add-ons available, and our company used several, which continually made the system seamless! Review collected by and hosted on G2.com.