Salesforce Labs, a great resource for finding free solutions at your fingertips, recently built a helpful Sales Adoption Dashboards app on AppExchange which provides visibility into relevant user login history & trends, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers. If you want to skip the hassles of building it yourself, take advantage of this freeware and gain valuable insights into gaining the most from your Salesforce instance.
Adoption dashboards are used to see user activity on accounts, opportunities, sales pipeline and more. These dashboards can be built by admins in the Salesforce org. Salesforce Admins will have the ability to download the apps from AppExchange and also make necessary changes to match the business needs. Additionally, admins can assign the Einstein Analytics Platform License to Analytics Developer, who can build the interactive dashboards in Analytics Studio.
Once you have the package installed. Go ahead and explore the dashboards in Salesforce Adoption Dashboards folder.
Tableau CRM (formerly Einstein Analytics) empowers Salesforce CRM users with actionable insights and AI-driven analytics. Analytics Studio is an analytical environment in Salesforce to gather data using .csv file, Salesforce objects or external data warehouse and perform the visualization of data through attractive charts. Analytics dashboards are leveraged because these connect to data from multiple sources not just Salesforce Reports, create interactive views of data and can share these views in record pages and apps like Chatter.
Both of the above-mentioned approaches for building the dashboards are very easy to adopt.
By using the Sales Adoption Dashboards app, one can save a lot of time in building reports for each component. Rather one can invest their time in tweaking the pre-built reports as per the business use case. By using Analytical dashboards one can explore various interactive and custom features that help users to drill down to the needed data insight right in the dashboard without having to navigate to reports.