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Salesforce Reporting for Insurance Organizations

Sikich

Jun 7 2023

3 min read

Reporting can mean a lot of different things to different people, so let’s dive into the nitty-gritty of reporting using Salesforce.

First, let’s talk about reports vs. views vs. dashboards

Reports

Reports are detailed data that can be grouped together to provide a visual representation for users. These illustrations can take many forms, including bar charts, pie charts, gauge charts, and more.

Views

While views are not technically reports, many people use the views tab as a way to get a snapshot of a particular data component.

Dashboards

Compilation of report components that can represent data from multiple objects. The graphs and illustrations from reports can be put into a dashboard so that users can analyze data from several different angels.

Viewing data using reports

The reports tab allows you to view a lot of data, which can be sorted by individual markers such as high to low or low to high. When users group data together, they can generate a visual representation or graph.

Viewing data using views Salesforce

Using the Opportunities tab on Salesforce, you can build specific criteria that once enacted allows you to view a subset of your data. For example, you can target “policy renewals in the next 30 days” vs. all policy renewals.

Viewing data using Dashboards

Dashboards allow users to view data lists as well as several charts and graphs at once. Clicking on any component on the dashboard view opens up the individual data report.

So, what are the takeaways about reporting?

When it comes to reporting, the solution needs to match the user’s needs in order to take action. Sometimes less is more.

Dashboards can be filtered based upon specific criteria, such as geographic location or product type.

Dashboards inherit and obey data visibility rules. So you can set up different views for different users, such as clients and agents and Salesforce will ensure they can only see the data they have permissions for.

Reports and dashboards can be emailed as often as you choose. So you can set up reports to go out daily or weekly, allowing viewers to be alerted to data changes and take action as needed.

How Can I Get Started With Financial Services Cloud?

To learn more about how Salesforce Financial Services Cloud can help your company optimize their reports using Salesforce Financial Services Cloud contact Sikich to connect with our team of highly skilled Financial Service Cloud experts today.

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About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 