Salesforce CRM Dashboards Reviews & Product Details

I love the ability to drill down into individual customer records and find trends in their data. This helps me to quickly identify potential opportunities and better serve my customers. Additionally, the dashboard is easy to use and customize, allowing me to create the perfect dashboard to suit my needs. Review collected by and hosted on G2.com.

My only complaint is that the dashboard can be a bit overwhelming with all of the data and information. However, this is a minor issue and can easily be resolved by customizing the dashboard to show only the data points I want to view. Review collected by and hosted on G2.com.

your sales team, customer satisfaction, and other important metrics related to your business. They can be customized to meet your specific needs and provide a comprehensive view of your data in one place. Dashboards allow you to quickly identify trends, pinpoint issues, and make informed decisions about how to optimize your business. With Salesforce CRM dashboards, you can easily track performance, monitor customer sentiment, and gain insights into customer behavior. Review collected by and hosted on G2.com.

One of the main drawbacks of Salesforce CRM dashboards is that they can be difficult to customize. As they are built into Salesforce, they may not be easily modified to meet your specific needs. Additionally, with the sheer amount of data available, it can be difficult to distill the most important information and to make sure that the data is accurate. Finally, Salesforce CRM dashboards can be costly to implement and maintain, which can add to the overall cost of using the platform. Review collected by and hosted on G2.com.

Person with almost zero knowledge about technical things can easily understand the dashboards and get an idea on the data Review collected by and hosted on G2.com.

Nothing so far, everything has been smooth since I used dashboards and reports in Salesforce Review collected by and hosted on G2.com.

Easy for analytics and reporting for the customer service kpis Review collected by and hosted on G2.com.

Not user friendly for someone who has little or no knowledge on crm tools Review collected by and hosted on G2.com.

Easy to understand and learn, user-friendly, setup diagrammatic data information. Different report generation facility. Easy user access settings and role-level data approval. Easy installable plugins availability like Play Store. Review collected by and hosted on G2.com.

The user should have a clear idea of how to set up the report in a certain way. Business side people need to take the help of the technical team for creating the report. Review collected by and hosted on G2.com.

It's easy to use and create dashboards with minimal learning curve with out of the box, powerful, customised analytics to organize your work and give it a better structure than ever. Review collected by and hosted on G2.com.

The pricing plans are a bit expensive for sma businesses. Review collected by and hosted on G2.com.

conventional UI/UX is getting changed by this approach and seems to be really useful for non tech users who are not use to with unnecessary data shown to them and get them confused Review collected by and hosted on G2.com.

Still lot of improvements can be made including configurable widgets and other features like drill down view of the dashboard and how it can be used to extract data and create report from dashboard. Review collected by and hosted on G2.com.

Was easy to share the dashboard with each team member and understand the progress of daily ticket.Senior management will get a overview of the operations Review collected by and hosted on G2.com.

No on-premise solution,little expensive and storage limitations Review collected by and hosted on G2.com.

CRM Dashboards is giving us better visual data for understanding Review collected by and hosted on G2.com.

Need much more advanced mobile version and expensive pricing. Also need specialist training to administer the tool. More interactive charts and templates needed Review collected by and hosted on G2.com.

I love how easy it is to handle customer data and manage my customers contacts and their wish Review collected by and hosted on G2.com.

The Ui could have been better

I find it sometime very difficult to navigating Review collected by and hosted on G2.com.