How to build a Salesforce TV dashboard
Salesforce is a tool used by thousands of teams around the world as the central hub of their sales organization. Living without Salesforce probably seems unimaginable at times because the powerful platform is at the center of almost all activities within your sales team.
Like many departmental software solutions, Salesforce is fine tuned to empower your sales and success organization. It ties in nicely with many marketing automation platforms like Marketo and Pardot, and support and helpdesk platforms like Zendesk.
Generally, most folks outside of sales and marketing rarely need direct access to your CRM tool. At the same time, there is massive demand for access to the reports, metrics, and KPIs that live in your Salesforce database. This creates a bottleneck of demand for your Salesforce reports and dashboards.
If your business was a rock band, sales would be the lead singer. It is the first thing your CEO talks about with the board of shareholders so it is no wonder there is such demand to get that data out into the organization.
Enter Salesforce dashboards.
And we mean external reporting dashboards, like Klipfolio. Of course, there are lots of Salesforce reporting tools out there.
Why build a Salesforce dashboard
The one benefit I hear most often for building a Salesforce dashboard is getting data out of the CRM and into the organization: all of your company data in one place.
Dashboards are effective tools at disseminating information across the organization using a visually appealing medium. Dashboards provide an elegant solution to the age-old problem of how to communicate performance across the organization.
One of the most popular ways to share data is using a TV dashboard. It’s a stylish and pragmatic way to inspire your team to be data-driven.
Benefits of a Salesforce Dashboard
Building a Salesforce Dashboard in your organization has 5 main benefits:
- Get your data out of the CRM and displayed with all of your company data
- Show your performance metrics in a visually appealing way
- Reduce the need to train folks in Salesforce when all they need is a report
- No need to export Salesforce dashboards and reports in Excel or Sheets
- Increase visibility of sales metrics to executives within the organization
Here’s a case study from our customer, Versature. They use a number of data sources, but primarily use Salesforce to configure their dashboards. It’s an interesting use case and definitely worth a watch.
How to build a Salesforce TV Dashboard
I want to share a process for building a Salesforce TV dashboard that is vendor-agnostic, because there are some things you need to get right no matter what solution you choose. If you want to try Klipfolio, I’ve included a detailed tutorial for setting up a Salesforce dashboard below.
Here’s a process for building a Salesforce dashboard:
- Determine who will view the dashboards
- Choose the data for the dashboards
- Decide what dashboards you will build
- Choose dashboard software
- Choose digital signage hardware
1. Determine who will view the dashboards
Your first task is to identify your audience for the Salesforce dashboards. The two biggest use cases are displaying sales KPIs and metrics to your executive team, and getting performance metrics in front of your sales team.
Depending on the audience, the resulting dashboards will be designed differently. For example, an executive sales dashboard will focus on organizational objectives like sales growth, progress towards sales targets, and revenue per account. You may decide to incorporate these sales KPIs into a dashboard that takes a 30,000ft view of the business.
A dashboard for your sales team may focus more on operational performance metrics. The dashboard should lend itself to actionable analysis and feature targets as prominently as possible. Whenever your team looks at the dashboard, they should know if performance is good or bad.
2. Choose the data for the dashboards
Data fatigue is a thing and you don’t want your dashboards to contribute to that problem. Avoid data overload by carefully selecting the information you put on a dashboard. Sometimes less is more, even in this era of Big Data.
If you’ve completed Step 1, this next step should be easy. Make it simpler by asking people what information they want and why. The answer should make what data you put on the dashboard self-evident.
As a rule of thumb, I always challenge myself to associate a target with metrics on a dashboard. It’s a good way to keep things actionable, and forces you to think twice before putting a meaningless chart on a dashboard.
If you’re stumped as to what to put on your sales dashboard, you can browse our gallery of Sales KPIs and Metrics for ideas.
3. Decide what dashboards you will build
Like a good book, your Salesforce dashboards should have a title. It doesn’t have to be a catchy title that will adorn a bestsellers list, just a descriptive name that will let your team know what they’re looking at.
This exercise is useful to force you to limit what you put on the dashboard when you get to the design phase. Every metric you put on the dashboard needs to pass a litmus test: does it contribute to the story or not?
Of course, you probably have a good idea of what you want on a dashboard from your Salesforce database.
4. Choose dashboard software
A quick Google search will reveal dozens of vendors all vying for your attention (including us). We appreciate the challenge you face in finding a Salesforce dashboard tool.
In our experience, choosing dashboard software comes down to four key factors in this order:
- Ability to connect to all relevant data services
- Price and cost of ownership
- Speed to deploy
- Ability to share across the organization
Beyond those four factors, there are personal preferences and bells-and-whistles. Not to discount that, but conversations with vendors stop dead if the first four checkboxes aren’t ticked.
5. Choose digital signage hardware
You’ll have no shortage of options when it comes to choosing your casting hardware. There are lots of options available. Here are a few that we know are compatible with Klipfolio:
- Rise Vision
Airtame is a small wireless HDMI device that plugs into the HDMI port of any TV screen or projector. It allows you to display your Salesforce dashboard to the TV from any computer, tablet, or smartphone.
Rise Vision is a free, web-based digital signage platform. It allows you to display dashboards, calendars, spreadsheets, webpages, RSS feeds, and YouTube videos. All you’ll need is a media player, some kind of display monitor, and a free account.
Rise Vision is great for organizations who want a simple way to show dashboards and manage their displays from a free, easy-to-use web app.
truDigital offers a cloud-based digital signage solution that is quick to learn and powerful to use. Display graphics, videos, PowerPoint presentations, local weather, social media feeds, live news, KPI dashboards and more — all starting at $29/month with no contracts. Free training and VIP support are included with all of their plans.
truDigital Signage serves industries such as automotive, corporate, education, financial, government, healthcare, manufacturing, restaurants, and retail, among others.
ScreenCloud is an incredibly easy-to-use cloud-based digital signage software for any screen. With free access to their App Store, you can upload dashboards, graphics, notices and social media feeds in minutes.
ScreenCloud works on consumer grade hardware (such as normal TVs and media dongles) and is $20/month with no contract obligations, making it perfect for both small and large enterprises.
Start monitoring your Salesforce data and stop digging for it
We both know how important your Salesforce data is, but after reading this blog post I hope you’ve come to understand just how simple it is to fuse importance with accessibility.
Building a Salesforce TV dashboard is the same for desktop as it is for tablet, the only difference being you can’t forget the numbers when they’re right in front of you!
Looking for a better way to fuel motivation in your sales team?
Build a sales team leaderboard.
Displaying individual performance side by side makes it easy to see which members of your sales team are ahead of target or behind target, creating a little friendly competition. It can be used to track performance on a daily, weekly, or monthly basis depending on objectives. To learn about the benefits of leaderboards and how to build one, we give you a step-by-step guide here.