Reporting Training: Dashboard Best Practices

Make Your Dashboards Work for You!

Find out how to access your Funnel Metrics dashboards, as well as how to refresh, schedule, and update users.

Video Transcript

Welcome back. In the next four videos, we will take a look at some of the highlights of each of our ‘full circle method’ dashboards and some best practices that we recommend for each.

This training will not cover every report on the dashboards. For an in-depth look at all of the reports, please take some time to read the information and watch the included videos on our support site’s section on the Full Circle Methodology. To find it, navigate to our Support website at support.fullcircleinsights.com, then click Full Circle Response Management, then Reports and Analytics, then finally select “Full Circle Method.”* You can also find a direct link on the page below this video.

This support module contains detailed information about each of the dashboards and all of the reports included in the package, as well as how to customize them to maximize their usefulness to your organization.

(1:00) First, let's quickly look at how to view the dashboards. In your Salesforce org, open the Dashboards tab, then on the left panel under folders, choose All Dashboards, then look for a folder titled Full Circle Dashboards (MMF), Just FYI, the mmf is short for marketing methodology framework.

3 quick tips that apply to all of the dashboards:

1. Don’t forget to click the refresh button in order to keep your dashboards current. In a high volume organization some of the dashboards can get out of date in just a few hours. For others, a weekly refresh is enough.
2. We configure a dashboard running user when we deploy Response Management, and occasionally that may need to be updated if a person leaves the company or changes roles in a way that affects viewing permissions.
3. You can schedule a dashboard to be delivered to your inbox, so you can keep on top of the reports even if you don’t spend time in Salesforce every day.

Now on to the dashboards. Thank you for watching.

* This documentation is now located here.