📈 Reports & Dashboards
Insightful, real-time reporting is at the heart of strategic decision-making. At CodersRegion, we help you unlock the full potential of your data by designing tailored dashboards and reports that align with your KPIs, operational goals, and executive insights.
🚀 What We Offer
🕰️ Custom Salesforce Dashboards
Visualize performance metrics, pipeline health, case trends, and more in real-time with interactive Lightning dashboards.
📊 Advanced Reporting
Drill into trends using joined reports, cross-filters, and custom formulas for sales, service, and operations.
📅 Scheduled & Automated Reports
Deliver key reports to stakeholders automatically via email or Slack.
🔧 Data Cleanup & Field Optimization
Ensure reporting accuracy with properly configured fields, picklists, record types, and naming conventions.
💻 Third-Party Visualization Tools
Integrate Tableau, Power BI, or Looker with Salesforce or your database for even deeper insights.
📊 Our Analytics Process
1
🔍 Requirement Gathering
We collaborate with your team to understand which KPIs matter most across departments.
2
🏛️ Data Mapping & Source Analysis
We audit your data model and map fields, relationships, and visibility settings required for reporting.
3
📈 Design & Development
Our team builds dashboards and report sets tailored to user roles, departments, and business functions.
4
🔢 QA & Stakeholder Review
We walk through each dashboard for accuracy, usability, and visual appeal, incorporating feedback iteratively.
5
🚀 Go Live & Enablement
After final approvals, we train users on dashboard usage and filters, ensuring adoption and value.
