Comparing Month over Month or the same week in the previous calendar year will help users understand why that metric is important. Whether things are moving in a positive or negative direction, highlighting trends is going to be the most effective way for users to understand what’s happening with the information. But the key when visualizing data is to highlight changes. Most often, reports happen on a regular basis (quarterly, monthly, weekly) and usually, it’s the same data every time. These questions can most likely be answered using one or two qualitative or quantitative data points so focus on those numbers. What processes are the least efficient?. It’s helpful to start with a question and figure out what data will answer that question. Just like identifying your target audience, it’s key to dial in what information and data points matter the most. If you’re building an internal report on the changes you made to your marketing strategy in the last quarter, then the devil is definitely in the details. If you’re reporting on yearly sales growth to your C-level executives, showing high-level growth trends is going to be more important than drilling down on minute data points. No matter what kind of information you’re compiling or what the data might be showing, the most important consideration when building a visual (or any kind, for that matter) report, is who your target audience is. This type of information can also be displayed visually but requires a little bit more creative thinking. Most of the data coming out of Salesforce and other CRMs are qualitative, meaning not just metrics and figures but names, contact information, and lifecycle information. Ordering tables, highlighting colors and calling out trends make your raw data more appealing to a reader and will improve understanding and recall. But in reality, visualizing data simply means translating it into a more digestible format. When you think about raw metrics or data analysis, numbers, figures, equations, and horrific flashbacks to Calculus 101 come to mind. What does it mean to visualize Salesforce Data? Whether you’re reporting on sales and revenue or more qualitative data like retention and customer lifecycles, combing through data and visualizing it in a meaningful way is important so you can more easily identify changes and trends and make better decisions.įor a more detailed breakdown on How to Build Beautiful Reports, download our white paper.
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