SalesWings Reporting and Analytics "tools" in Salesforce include:

  1. Analytics with Dashboards for managerial insights

  2. Reporting for sales and marketing alignment

Don't hesitate to schedule a Training Call with us!


1. Dashboards and analytics


SalesWings data is native to Salesforce on lead, contact, account and opportunity objects and fields, as well as in our custom objects.

Therefore you can report on all data and visualize it on dashboards - your business related questions are the limit!

For instance:

  • What is the state of my lead/contact/account funnel in terms of engagement?

  • How many of my accounts are active vs. inactive?

  • What email campaigns have the highest engagements?

  • Which products / services are leads/contacts/accounts most active around?

Salesforce has template reports which are connected to our template dashboard that you can find in the "SalesWings Dashboards" folder.

Examples of our standard dashboard "Performance Dashboard":

Example of a campaign-related attribution dashboard that we set up for a client (With "Tag" reports):

2. SalesWings <> Salesforce reporting


SalesWings data, as you see, can be used to enhance your existing lead, contact, account and opportunity views, lists and standard Salesforce reports.

On top of that, SalesWings provides out-of-the-box reports to report around tags. All reports can be found in this folder: "SalesWings Reports"

Tip:

  • If you want to use these sample reports, copy them so you can keep them as templates

  • Our sample reports are connected to our sample dashboard named "SalesWings Performance Dashboard"

  • For TAG reports, if you want to add your own custom fields, you need to create a new "report type" and add your custom fields. We can only add Salesforce standard fields when adding a report via our package.

Reporting around behavior with "Tag reports"

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Tag Reports

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What is it?

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Use for:

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SW - All contacts by tag & segment

Report of an "audience" or "segment" of contacts who have a specific tag or a set of tags

Interest based, event based or campaign based reporting

SW - All leads by tag & segment

Report around an "audience" or "segment" of leads who have a specific tag or a set of tags

Interest based, event based or campaign based reporting

SW - All accounts within a tag / segment

Report around an "audience" or "segment" of accounts who have a specific tag or a set of tags

Interest based, event based or campaign based reporting

SW - Leads / Contacts by Tags & Segments

Report around an "audience" or "segment" of all leads AND contacts who have a specific tag or a set of tags

Interest based, event based or campaign based reporting

Example of tag report around a tag highlighting email campaign engagement:

Example of a tag report correlating paid ad campaign clicks and lead qualification outcome:

Reporting around behavior with "Activity reports"

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Activity reports

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What is it?

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Use for:

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SW - All activities summary - by lead

A report showing all activities a lead has done, by number of times

To see what activities specific leads have done

SW - All activities summary - by contact

A report showing all activities a contact has done, by number of times

To see what activities specific contacts have done

SW - All activities summary - by person

A report showing all activities a lead OR contact has done, by number of times

To see what activities specific leads AND contacts have done

SW - All people per activity

A report showing how many leads & contacts have done a specific activity

To report around activities such as page views or custom events

Examples of activity reports - Leads by activities:

Examples of activity reports - All activities for leads:

Reporting around behavior with "Scoring reports"

> Remember that our scores are in custom fields and can be added to any of your existing standard reports too.

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Sample reports

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What is it?

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Use for:

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SW - Contacts by Point Lead Score

A standard contact report, sorted by the standard point lead score

Inspiration

SW - Leads by Point Lead Score

A standard lead report, sorted by the standard point lead score

Inspiration

SW - Contacts - no activity in 30 days

A standard contact report, who have been inactive for more than 30 days

Identify inactive contacts

SW - Hot Contacts & Accounts

A standard account report, showing which accounts have the most hot contacts

Identify HOT accounts

SW - Contacts by Predictive Lead Score

Report around contacts who are tracked and with predictive scores (excluding cold and frozen)

Inspiration

All set? Don't hesitate to schedule a Training Call with us!

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