User Adoption Dashboard
User Adoption is a key success criterion for any Salesforce.com implementation. The metrics by which to measure adoption vary from project to project. My projects typically include some kind of Adoption Dashboard that is used to allow the admins and executives to get an overview of the activity taking place within the system. This is often as simple as measuring who is creating what records, what types of data is being created from a macro-system viewpoint and measuring this activity over a period of time.
I keep a few baseline Dashboards on my App Exchange account to use as a starting point on my projects. I would like to share one of them now and have made it available on App Exchange for anyone to download into their environment. I am planning on submitting this dashboard configuration to be public in the App Exchange directory, but I’d like some feedback on it first. You can get the dashboard by clicking the image below.
The dashboard contains a series of components that look at the data activity over the past 60 days (Leads Created, Accounts Created, Cases Closed, etc). It also contains 2 user lists: one for the number of logins per user over the past 7 days and another for the users that have not logged in over the past 7 days.
The dashboard should work within any environment as it only references standard Salesforce objects & fields. The Dashboard and its corresponding reports both go into folders called “User Adoption Dashboard from AppExchange”. The folders will be publicly accessible, by default. The Dashboard will be setup to run under the user that downloaded the app exchange package.
I am interested in your feedback on this. Please leave comments on your use of adoption dashboards/reports, reaction to the dashboard I created, ideas for other metrics to track in a dashboard like this, etc.
Steve Said,
April 3, 2006 @ 6:57 am
Thanks for the dashboard, Scott. I haven’t tried to Appexchange reports and dashboards yet. Looks really helpful.
Successforce Blog Said,
April 3, 2006 @ 4:17 pm
Pre-Built Adoption Dashboard Courtesy of Arrowpointe…
Scott Hemmeter is at it again. He packaged up his adoption dashboard so that you can go to the AppExchange and download it in a matter of minutes. This is what the AppExchange and the power of community is all…
Abhay Said,
October 12, 2007 @ 8:08 am
Hi,
We want a report of users not logged in since past 7 days and we got a response from the Wall of Shame sample reports as received from Salesforce.com.
Now if we try to run the report with Time Frame fields as blank then report runs ok; but if we add a time frame say last 7 days then the report shows 0 records.
Please advise as the users who have not logged in since say 10 days are obvioulsy not logging in since past 7 days, and the Time Frame column does not give any useful option other than Last Login to be selected.
Thanks
Abhay
Scott Hemmeter Said,
October 12, 2007 @ 8:55 am
@Abhay: It sounds like you are not referring to the report that does the same thing in the User Adoption Dashboard, but I want to confirm. One way to get the report would be to download the User Adoption Dashboard from the AppExchange. This has a report of users that have not logged in the past 7 days. In case you want to do this on your own, the criteria for the report is:
Last Login not equal to LAST 6 DAYS