OOTB
Salesforce OOTB Reports and Dashboards
At newlens, we help you transform Salesforce’s built-in reports and dashboards into clean, business-ready tools that drive better decisions, reduce noise, and support user adoption.
We work with your current reporting setup to eliminate confusion, align reports to your actual goals, and ensure your dashboards communicate clearly and consistently — all without costly add-ons.
How It Works
Every engagement is tailored to your business, but it typically follows three phases:
1. Discovery & Context Mapping
We begin with workshops and interviews to understand:
Your current reporting and dashboard setup
Key users and how they access reports
Business goals and decision-making needs
Current issues around adoption, visibility, or confusion
2. Audit & Review
We deep dive into your Salesforce reports and dashboards to:
Identify redundant, broken, or confusing reports
Map filters, formulas, and data sources for accuracy
Review dashboard layout and logical structure
Flag performance or loading issues
Benchmark against best practice design principles
3. Redesign & Delivery
We then provide a redesign roadmap with clear improvements:
Simplified dashboard layouts
Logical filter structures and naming
KPI alignment based on your actual business goals
Improved usability to support adoption
Optional implementation support (admin or dev assist)
What’s Included (example package)
Typical deliverables may include:
Discovery sessions with key users or teams
Audit of all Salesforce OOTB reports and dashboards
Summary of key risks, issues, and areas for improvement
Redesign plan with suggested layouts, filters, and KPIs
Best practice reference guide (PDF or internal doc)
Optional support implementing changes
Who It’s For
This service is ideal for:
Teams using Salesforce standard reporting but lacking clarity
Businesses preparing for CRM adoption or re-alignment
Operations leaders who want better visibility and KPIs
Admins who need help improving adoption and design
Pricing
Each project is quoted based on scope, system size, and number of dashboards.
Initial discovery calls are free — and we’ll provide a clear proposal before any work begins.
We’ll explore your current Salesforce setup and show you
how to improve performance, clarity, and adoption - without reinventing the wheel.
