Salesforce OmniStudio 2023: View Reports with Dynamic Dashboards
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The reporting process includes collecting, analyzing, and displaying your data in condensed and meaningful ways to support and guide business decisions. Data reporting with OmniStudio 2023 is a great way to gain access to significant insights into customer sentiments of your business, which you could leverage to make intelligent business moves.
Salesforce dynamic Dashboards are powerful tools you can use to showcase your collected data. Some of the visual formats that dynamic dashboards in Salesforce provide include pie charts, maps, bar graphs, and tables, to name a few.
Analyzing and choosing the specific Salesforce data you want to present to relevant stakeholders in your business can take time and effort. Thankfully, there are software applications that allow for collecting, following, and examining Salesforce data for the various functional areas in your business, such as strategy, marketing, human resources, technology and equipment, and operations.
Robust software like OmniStudio in Salesforce and Titan also provides dynamic Salesforce dashboards for visualizing and bringing your data to life. These dashboards are essential to help investors, colleagues, and clients quickly understand trends or patterns so that they can make the best-informed business decisions.
Salesforce OmniStudio Required? Use Cases: Data Reporting Benefits
Monitor Omnistudio Performance
Do you have goals and metrics that your organization needs to meet or exceed? Data reporting can help your business observe and track the performance of products, services, and staff to identify struggling areas. With access to this insightful data, managers can create strategies to optimize or boost performance in areas that might need action.
Who’s Responsible?
Does “I was not aware that it was my task to complete?“ sound too familiar? By adopting data reporting into your workflow processes, you can start shifting your teams to take accountability for their projects. Track your documentation and report on your company data to encourage employees and stakeholders to deliver reliable, accurate work. Create a culture of transparency where all information in your organization is valid and can be trusted.
Stagnant Growth
Has your business reached its maximum potential? Do you want to progress but don’t know where to start? Data reporting can help you identify opportunities that you never knew existed. Follow the data reporting tasks of collecting and analyzing customer data through web projects to uncover trends, patterns, or comments that could spark innovation for your products and services.
Spotlight on OmniStudio Reporting
OmniStudio’s Report Type Selector can help your business curate accurate reports, find report types based on Salesforce objects, and update multiple inline records. There is no doubt that OmniStudio can help eliminate manual work when it comes to using Salesforce reporting and analytics to report Salesforce data, but is it the best solution for your business?
How Titan Dashboards Work with Reporting Data
Titan and OmniStudio do not invent Salesforce Reports or dynamic Salesforce Dashboards but do depend on them, considering all the limitations that they entail. This point can create a roadblock in your data management strategy. Still, Titan’s advantage over OmniStudio is its ability to use existing dynamic Salesforce reports to create charts like dashboards and create custom Dashboards in Titan from the data that does not use existing Salesforce reports.
Celebrate data management, successful sales pitches, and engaging business presentations your way! Use Titan to solve your custom Salesforce data workflow processes by creating easy-to-visualize reports that save your business time and resources.
Titan can create intuitive processes that flow visually and configure actions on web projects built for internal employees or external customers. All data is pushed and pulled directly to Salesforce as data records in real-time thanks to our advanced bi-directional data flow feature available on all our products.
Once data is collected, Titan can provide your business with custom reports and analyze dashboards in Salesforce catered to any industry, organization, or Salesforce use case. Titan’s massive range of graphs and charts includes collected data to help you measure colleague, employee, and customer digital experiences.
Additionally, tracking personal information online must comply with data protection regulations and privacy policies. Titan takes these regulations extremely seriously and has HIPAA and GDPR-compliant licenses that give you all the tools necessary to improve your internal and external interactions with personal data.
For your convenience, Titan’s powerful drag-and-drop web application builder also empowers you to create custom reports with absolutely no code.
But are you concerned that some tools in Titan will not cover data tracking and reporting? No need to invest in other software when you sign up for the Titan platform. Every single module in Titan provides detailed data on tracking all your generated documents, signing processes, surveys, contract lifecycle management processes, and more.
Here are a few pros for choosing Titan to help report your Salesforce data:
Need Salesforce Data Reporting Help? Contact Us
Titan delivers Salesforce solutions that work seamlessly with any custom or standard object. Speed up go to market and time to value by over 60% with our unique bi-directional integration.
Why wait? Connect vendors, customers, agents, employees, and partners like never before. Get the platform today and improve your business decisions with accurate data presentations resulting from enhanced communication and productivity.
If you liked learning about Omnistudio’s declarative tool, why not read about Titan Web Apps?
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
