Standard reports and dashboards versus CRM Analytics and Data 360 for health KPIs
Key Takeaway
Start with standard reports and dashboards, use Analytics for Healthcare for prebuilt health dashboards, and use Data 360 when a KPI depends on patient data that lives partly outside Salesforce.
A consultant can report on health KPIs with standard reports and dashboards, CRM Analytics apps, or Data 360. Standard reports and dashboards turn records users can already see into summaries and visual snapshots. CRM Analytics adds template-based apps with prebuilt health dashboards and AI predictions. Data 360 unifies healthcare data from Salesforce and external systems into one view of each patient. Your choice decides how much you build, which licenses you need, and which data the KPIs can use.
Standard reports and dashboards
Standard reports are the starting point for KPI reporting in Agentforce Health. You create reports in the report builder, often by starting with a standard report and customizing it. Users can report on any data they have read or read/write access to.
A dashboard shows data from source reports as visual components, which give a snapshot of key metrics and performance indicators. The components can be charts, gauges, tables, metrics, or Visualforce pages. For example, dashboards can help care coordinators optimize their workload.
Standard reporting has two limits to plan for. Each dashboard can have up to 20 components, which is a hard limit, so a large KPI set may need more than one dashboard. Standard reporting also doesn't cover every object out of the box, so you must create custom report types to report on data stored in some FHIR objects.
Nadia wants 26 KPI charts for her care management team. One dashboard can hold 20 components at most, so she splits the charts across two dashboards. Staffing metrics go on one dashboard, and outreach metrics go on the other.