Just in time for Halloween, we have new tricks and treats for DataTools Pro. Jam packed with integrations and a brand-new Reporting and Dashboard management tool, you can take control over reports, and clean up Salesforce zombie reports that are clogging up your Salesforce org.
Solving for Salesforce Report Deluge
Our latest DataTools Pro release includes a brand new Salesforce Report and Dashboard management tool. We recognize as data and analytics professionals that Salesforce has an incredible self-service reporting and dashboard function. However, managing and maintaining reports over time is a task that challenges the most experienced admins and analysts. Our team approached this problem with the goal of getting hundreds or even thousands of Salesforce reports under control.
Common Problems with Salesforce Zombie Reports
- Aggregating data from different objects for same metric.
- Multiple versions of truth.
- Redundant copies of reports.
- Outdated metric definitions.
- Lack of tagging and business context.
- No visibility on what reports and dashboards are utilized.
- Over-used filters removing data from analysis.
- Abandoned reports still accessed and used.
- Lack of controls resulting in changes to reports used for key metrics.
Governing Salesforce Reports and Dashboards with DataTools Pro
To combat zombie reports, and make it easier to manage day to day Salesforce report and dashboard lifecycle, we have created a new tool that provides:
1. Relating reports and dashboards to business context. Enhanced tagging and search reports by line of business, topic, and status.
2. Manage Report and Dashboard lifecycle to declutter Salesforce. Bulk disposition reports with a status so you can search and filter your report repository.
3. Provide a lens for admins into Report and dashboard utilization. Search and tag reports dashboards based on last viewed – making deprecating reports easy.
4. Help focus from activities to metrics and goals. Connect relationships between reports, metrics and KPIs using DataTools Metrics Glossary.
New DataTools Pro 3rd Party Integrations
In addition to our new Report and Dashboard management, we have been beefing up our native integrations, making it easier to integrate existing metrics glossaries or push your metrics glossary where you and your colleagues already work.
Zapier
The DataTools Pro Zapier integration provides the ability to stream your metrics glossary. Zapier is the ultimate conduit to connect any cloud application containing metrics into DataTools Pro. Soon, we will offer bi-directional connectivity through Zapier so you can utilize DataTools to help centralize and manage metrics with with hundreds of potential integrations to link and distribute metrics across your enterprise. Our new Zap is currently available in beta.
Coda
The DataTools Pro Coda bundle ensures your Salesforce, data, analytics, and business teams have immediate access to your metrics glossary. Coda is the perfect knowledge and AI brain to deliver metrics and relationships.
Need Help Eliminating Salesforce Zombie Reports?
We will continue to add more DataTools Pro integrations into 2025 including other CRMs like Hubspot. We look forward to getting early feedback and hope to collaborate with you to make zombie reports obsolete! If you need help mapping out your metrics and analytics governance plan, we are always here to help! Schedule a free consultation with us anytime
