Salesforce Insights App

From Salesforce Insights App

This Salesforce Insights App provides a comprehensive view of sales, opportunities, cases, and contacts, enabling data-driven decision-making. It tracks revenue trends, opportunity performance, and case handling efficiency across different dimensions. The report highlights key insights such as top accounts, opportunity sources, and customer engagement patterns. It also provides detailed breakdowns through decomposition analysis for deeper opportunity insights. Additionally, it covers customer service performance and contact-level reporting for a holistic view of business operations. Overall, the dashboard supports both sales growth and customer relationship management.

Key Features:

• Sales Performance – Tracks revenue trends and breakdown by type and stage to monitor overall sales health.
• Opportunity Analysis – Analyzes opportunities by type, lead source, trend, and highlights top accounts.
• Opportunity Insight – Provides a decomposition tree for deep-dive into opportunity amount across multiple dimensions.
• Case Analysis – Summarizes customer cases by type, priority, origin, and status for service monitoring.
• Case Details (Hidden & drillthrough from Case Analysis) – Shows detailed case information for a particular data point which is filtered from Case Analysis page.
• Contact Report – Shows contact distribution by lead source, trends over time, and detailed contact information.
• Contact Details (Hidden) –Shows detailed information of each contact with its demographic information

This Salesforce Insights App delivers a holistic view of sales performance, opportunities, cases, and contacts. It tracks revenue trends, analyzes pipeline health, monitors customer cases, and provides visibility into contact sources and engagement, enabling informed business decisions.

Prerequisites:

• Microsoft Power BI Desktop or Service
• Data present in Sharepoint folder and in a file with access to that file

Contact Addend Analytics today to get a personalized Azure DevOps Power BI dashboard tailored to your business needs. Drop your requirements in an email to kamal.sharma@addendanalytics.com.