KPI and reporting discovery
Clarify decisions, audiences, definitions, reporting cadence, source records, filters, and ownership for each requested measure.
Data Analytics01
Start with the decision, not the chart
A dashboard is useful when it helps a specific audience answer a practical question or decide what to do next. We start by clarifying the decision, definitions, time period, filters, data sources, and user roles before choosing a report layout.
The same metric can mean different things to sales, service, finance, or operations. Agree its definition and exclusions with owners to avoid misleading comparisons or false precision.
Data Analytics02
Reporting across Salesforce and ERP
Salesforce reports may support agreed views of leads, opportunities, sales activity, cases, or service work. ERP reporting may cover order status, purchasing, inventory, fulfillment, and operational or financial processes depending on platform setup and data quality.
Where information crosses platforms, define which system is authoritative and how records are matched or synchronized. Our Salesforce ERP integration</a> and <a href="/expertise/erp-usa/">ERP solutions for US businesses pages cover connected operational data planning.
Data Analytics03
Improve trust and usability
Reporting depends on the data entry and workflow that produce the source records. If fields are incomplete, status definitions vary, or updates arrive late, dashboards should reveal those limitations and the underlying capture process should be reviewed.
We validate sample records, calculations, filters, permissions, refresh expectations, and ownership with stakeholders. A clear handover should state report definitions and who maintains them as business processes change.
Data Analytics04
Keep reporting distinct from predictive modeling
This page focuses on operational reports and dashboards within platform and implementation engagements. Predictive model development is a separate scope with its own data requirements, evaluation, and deployment considerations; see our Machine Learning Solutions page for that work.
For related reporting platforms and workflows, see Salesforce services</a>, <a href="/services/erp-systems.php">ERP Systems</a>, and <a href="/services/crm.php">CRM.
Capability overview
Data Analytics capabilities
Define operational metrics, improve reporting structure, and build relevant Salesforce and ERP dashboards based on available data and business decisions.
Salesforce and ERP dashboards
Configure reports and dashboard views for agreed pipeline, service, inventory, operations, or financial workflow questions.
Data quality and lineage awareness
Review source fields, required capture, ownership, and data limitations that affect confidence in a report.
Connected reporting needs
Assess how data from connected applications should be reconciled or surfaced, with clear systems of record and synchronization expectations.
FAQ
Frequently Asked Questions
Answers to common questions about data analytics at Code Aligned.
What is business data analytics in an ERP or CRM project?
In this service scope, it means defining useful operational measures and configuring reports or dashboards using data available in the implemented Salesforce, ERP, CRM, or connected systems. It does not automatically include predictive model development, which has separate data, evaluation, and deployment requirements.
How do you make dashboards more trustworthy?
Define each metric, source, owner, time period and filter; review data quality and capture workflows; validate calculations and access; and test example records with business stakeholders. Communicate limitations and refresh timing clearly.
Can Salesforce and ERP data appear in the same reports?
Potentially, depending on system interfaces, data ownership, synchronization, reporting tools, access and requirements. First establish authoritative records and reconciliation rules. Complex analytics platforms should be assessed separately rather than assumed to be part of a routine dashboard engagement.
Explore our offering
Turn operational data into clearer, better-defined reporting.
Tell us which decisions your teams need to support and what systems hold the relevant information.
Discuss Reporting Needs