Maintaining & Enhancing Your Org: Health Dashboard

What’s a Health Dashboard and Why Are They Important?

A health dashboard in Salesforce is a graphical representation of key performance indicators (KPIs) related to the health and performance of your organization’s sales, marketing, and customer service efforts. It provides real-time insights into your business operations and can help you identify potential issues and areas for improvement.

By monitoring these metrics regularly, you can quickly identify any trends or patterns that may require your attention, and take corrective action to address them. Identifying potential issues before they become major problems is critical to any business’s success. Salesforce is a powerful platform that helps businesses manage a variety of functions, from sales to customer service to marketing. With so much data flowing through the system, it’s easy for issues to arise without anyone noticing until it’s too late.

What Should Be On Your Health Dashboard?

Salesforce organization health dashboards can be customized to include a wide range of metrics and key performance indicators (KPIs), depending on the specific needs of the business. This means that your health dashboard should be specifically tailored to your business needs and the potential issues that may need to be tracked and addressed. No matter what, every business has problems/issues that arise and this dashboard keeps those issues top of mind to be taken care of quickly and efficiently.

Integration Health Dashboard

One of our biggest recommendations, when it comes to maintaining the health of your organization, is monitoring your integrations on a Health Dashboard. Doing this ensures that your integrations are functioning properly and delivering the expected benefits. You can track the status of integrations, the number of errors that occur during the synchronization of data between systems, the time it takes for data to synchronize, along with many other metrics to identify any potential system or data issues.

What Do Health Dashboards Look Like?

Below are a couple examples of what a health dashboard could include. Remember that every organization has different goals, objectives, and priorities, which means they will have different requirements for their health dashboard on Salesforce. It’s important for organizations to carefully identify and select the metrics that matter most to them and then create a custom dashboard that displays those metrics in a clear and easy-to-understand way.