Often key metrics are hidden away in different systems, and it’s hard to get a broad overview of things. This is especially relevant for upper management, who don’t have time to log into a system and dig around for the data they need. At the same time, composing and emailing manual reports is time consuming.
With Composer, you can easily bring in data from your Salesforce account and create a dashboard that shows a graph of sales over time.
Example App Features
- View live sales data from Salesforce via a mobile and web app
- Show custom graph of sales over time
We start by connecting our app with our Salesforce organization. We choose which data we want to bring in: in this case, it’s Sales.
We then use the Graph module and attach it to our Sales resource. This automatically creates an app where we see an aggregation of sales for each month.
We could then go further by adding in rules for automatic notifications, different user groups and permissions for various kinds of sales data and so on.