Salesforce

Architecture

The SalesForce Dashboard is directly linked to the Salesforce online environment by means of a specially developed Qlik SalesForce Connector. Using the same login details of the web application, a real-time connection can be made with which all data from your Salesforce environment can be loaded. The use of this connector does depend on your subscription with Salesforce. More information about this can be obtained from Victa.

Powered by QlikView and Qlik Sense.

The SalesForce Dashboard has been developed on the powerful Business Intelligence platform of Qlik. QlikView and Qlik Sense have a unique patented associative technology that enables users to analyze information quickly, dynamically and interactively. The model can be expanded quickly and easily with your own views or additional data sources. Frequently used additional data sources are financial results and budgeting / forecast data.

The SalesForce Dashboard can be rolled out plug & play. The result is a powerful BI solution that can be quickly implemented throughout your organization, resulting in a fast time to value and a high ROI.

Powerful analytics

All information is presented in powerful graphical representations such as bar charts, pivot tables, gauges and pie charts. List views are also suitable for prints and reports. In the dashboard you can descend to the lowest level of detail (gl transactions). In short, all data is easily and quickly available. In the QlikView and Qlik Sense applications make it possible to print each of the different information items in report form. This is possible for both the email (PDF) and physical print so that you can easily share this information with your colleagues.
Functionalities include:

Quality checks
pipeline management
Realization vs Budget analysis
VarBel management
Account Management
lead management
Distribution lists for mailings
Geo analyzes

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