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Salesforce Reporting, Dashboards, and Analytics

Use SalesWings data to report around activity, campaigns, channels, and for managerial insights

Pauline from SalesWings avatar
Written by Pauline from SalesWings
Updated over a week ago

SalesWings Reporting and Analytics "tools" in Salesforce include:

  1. Analytics with Dashboards for managerial insights

  2. Reporting for sales and marketing alignment


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.

Which Dashboards Are Available?

SalesWings comes with 4, automatically populated dashboards for powerful insights which you can find in the Salesforce Dashboards folder named "SW Dashboards":

SalesWings Performance Dashboard

  • The "Performance Dashboard" acts as an "example" dashboard of some of the general insights and standard reports that come with it, such as:

    • Visualizing the lead funnel, represented by lead scoring

    • Identifying "hot" accounts, defined by how many contacts have a predictive score of "HOT"

    • Overview of segments or records who have collected specific tags

  • Best is to tweak this dashboard to your goals, and as always, your friendly support team is here to facilitate a brainstorming session ❤️

Our standard dashboard "Performance Dashboard":

Attribution and Marketing Impact Dashboards

Leveraging the behavioral tracking and our "Tags", combined with our standard Emoji structure for tags, you can gain fully automated reporting on how your marketing activities are performing.

A) Email Attribution Dashboard

  • The "Email Attribution Dashboard" aims to provide insights into the performance of your various email campaigns, and how it impacts lead qualification rates, opportunity volume or closed-won opportunities.

  • The Dashboard combines various standard reports linked to tags related to email clicks, which you can find in the Salesforce Reports Folder named "SW Campaign & Attribution reports"

B) Channel Attribution Dashboard

  • The "Channel Attribution Dashboard" aims to provide insights into how the marketing activities on different channels are performing, notably paid, email, and social, but really any channel that you use and that are "tagged" by you with the channel emoji.

  • The Dashboard combines various standard reports linked to tags related to channel clicks, which you can find in the Salesforce Reports Folder named "SW Campaign & Attribution reports"

C) Paid Attribution Dashboard

  • The "Paid Attribution Dashboard" aims to provide insights into how the various padi campaigns are performing, and how they impacted leads, contacts, accounts, and opportunity related outcomes.

  • The Dashboard combines various standard reports linked to tags related to paid clicks, which you can find in the Salesforce Reports Folder named "SW Campaign & Attribution reports"

Intent Dashboard

If you use our standard Emoji structure to tag aspects like product/feature related interest, service interest, topics of interest, video or document interest and more, you will find great insights on the interests.

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.

Report Tricks

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

SW Opportunities by Tags

Report around an "audience" or "segment" of all opportunities 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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