Setting Up your Salesforce Dashboards

Veelo dashboards in Salesforce are a great way to see how your usage data correlates to revenue. Your Salesforce integration includes several custom Veelo reporting objects that allow you to perform that correlation. This article provides an overview on how to design your dashboards, as well as information and variables on how to build specific reports for your dashboards.


NOTE: This article assumes familiarity with Salesforce's reporting and dashboard capabilities; please refer to Salesforce documentation for details on how to create reports and set up dashboards.

Tips and Best Practices

When designing your Veelo dashboards in Salesforce, keep the following in mind:

Design with Main Roles and Metrics in Mind

Consider which stakeholder groups need dashboards: Sales Leaders, Marketing Leaders, Trainers and Executives are just some of the stakeholders you'll have to take into account. What are the key business metrics used by each group? What are the behaviors they want to encourage?

Capture the right data

Design your reports and work backwards to configure Veelo accordingly to capture the right data by group, such as company, division and team.

 

Build Your Reports

Involve your CRM administrator to assist as they will best understand the different formats and what type of data is best displayed in each format. Your customer success manager will assist.

Use Data to Drive Behavior

Make it easy to find, view, and access relevant dashboards. Use the schedule refresh feature to ensure your users see the most recent data. Regularly include reporting data in your updates to remind your stakeholders that business-critical metrics are in Salesforce.

Example: Sales Leader Dashboard

This dashboard is geared towards providing your sales leaders an overview of content usage and team performance.


Overall Engagement Report

  • Report Type: Veelo Activities
  • Variables: Veelo Activity: Name; ActivityDate Time

Training Completion

See Creating Training Completion Reports in Salesforce

Top Content by Stage

  • Report Type: Veelo Activities with Opp
  • Variables:
    • Opportunity: Stage
    • Pak/File Name
    • Veelo Activity: Name

Content Used in Won Opportunities

  • Report Type: Veelo Activities with Opp
  • Variables:
    • Opportunity: Amount
    • Pak/File Name
    • Veelo Activity: Name
  • Filter by: Opportunity: Stage

Top Content by Rep Usage

  • Report Type: Veelo Activities
  • Variables:
    • Pak/File Name
    • Veelo Activity: Name

 

Example: Marketing Leader Dashboard


This dashboard focuses on the most relevant information for a marketing leader, such as content popularity and usage.

Overall Engagement Report

  • Report Type: Veelo Activities
  • Variables: Veelo Activity: Name; ActivityDate Time

op Content by Rep Usage

  • Report Type: Veelo Activities
  • Variables:
    • Pak/File Name
    • Veelo Activity: Name

op Content by Rep Usage

  • Report Type: Veelo Activities
  • Variables:
    • Pak/File Name
    • Veelo Activity: Name

Most Popular Content

  • Report Type: Veelo Activities
  • Variables:
    • Pak/File Name
    • Veelo Activity: Name
  • Sort data by Veelo Activity: Name descending and limit to top 10 or 20 in dashboard

Least Popular Content

  • Report Type: Veelo Activities
  • Variables:
    • Pak/File Name
    • Veelo Activity: Name
  • Sort data by Veelo Activity: Name ascending and limit to bottom 10 or 20 in dashboard

Other Recommended Reports for Dashboards

Some other recommended reports for dashboards geared towards sales and marketing leaders include:

Content Value by Pipeline (Active Opportunities)

  • Report Type: Veelo Activities with Opportunity
  • Variables:
    • Pak/File Name
    • Opportunity: Amount
  • Filter by: Opportunity: Stage - Does not contain Closed

Content Value by Closed Won

  • Report Type: Veelo Activities with Opportunity
  • Variables:
    • Pak/File Name
    • Opportunity: Amount
  • Filter by: Opportunity: Stage - Closed Won

Content Usage by Sales Stage

This is a series of reports that look at Veelo content usage at each individual sales stage.

  • Report Type: Veelo Activities with Opportunity
  • Variables:
    • Pak/File Name
    • Opportunity: Amount
  • Filter by: Opportunity: Stage