Reports and Dashboard Overview
The out-of-the-box configuration for Dashboards is set to View Dashboards as “Me.” The result is that the admin who installs the updated managed package will have all Dashboards visible based on their permissions. This can be updated on a dashboard-by-dashboard basis to designate the user on who the Dashboard permissions should be cascading.
Configuring and Modifying Dashboards
Within the ringDNA for Salesforce package comes pre-configured dashboards powered by over 140 individual reports that tell a story about your business. These dashboards are meant to provide you with a broad spectrum view of your business across all touchpoints in the customer journey. They are not meant to be an ending point but a starting point to configure and curate the reports and dashboards to key segments of your business. Below we’ll talk about how you can configure dashboards and reports to meet specific needs.
Our Data Design Pattern
Our dashboards are built upon reports that present information by default across all activities and all-time based on the date of an activity. They provide insight into the relationship between activities of various types in the context of calls, text messages, video conference meetings, and general events with leads, cases, campaigns, and opportunities.
Each dashboard provides an out-of-the-box filter to allow you to filter the dashboard by activity date with the following options
- Last 7 Days
- Last 30 Days
- Last 90 Days
These filters can be easily adjusted on the dashboard level to add additional time breakpoints relevant to your business. In addition to adjusting date filters on each report, you can update the date ranges on the individual reports that power each dashboard if you want to restrict overall time periods for performance purposes.
In addition to adjusting date ranges, you can update any of the underlying reports to focus the out-of-the-box reporting on specific groups of users or leverage any custom filter fields that you have invested in within Salesforce. Please note however that any changes to these reports will immediately impact the out-of-the-box dashboards. We recommend using our dashboards as a starting point and making a copy with any advanced filtration changes so that you always have those references available to you in salesforce to revisit and adjust.