If you’ve ever struggled to get the right numbers out of your lead routing workflow, you’re not alone. Most built-in reports leave you wanting more, and spreadsheets aren’t exactly scalable. This guide is for anyone who uses Leandata and wants dashboards that actually answer real business questions—without hours of wrestling with Salesforce reports or endless trial and error.
Let’s cut through the noise and build custom dashboards that actually help you (and your team) make decisions.
Why Customize Dashboards in Leandata?
Leandata’s native dashboards are… fine. But if you care about things like:
- Tracking lead response times by rep or region
- Spotting bottlenecks in your routing logic
- Showing execs actual pipeline impact
...you’ll hit the limits of what’s out-of-the-box fast. Custom dashboards let you surface what matters to you—not just what Leandata thinks you want to see.
What you should know up front: - The dashboarding lives in Salesforce, not Leandata itself. You’ll be building reports on Salesforce objects that Leandata touches. - Some metrics are easier to get than others. Be prepared for a little tinkering, especially if your routing flows are complex. - Permissions matter. If you can’t see the data, you can’t report on it.
Ready? Here’s how to get started.
Step 1: Know What You Want to Measure
Before you start clicking around, get clear on what you actually want to track. Some typical examples:
- How many leads were routed in the last month? By whom? To whom?
- What’s the average time from inbound to first touch?
- Are any leads getting stuck, or assigned to the wrong queue?
- How does routing impact opportunity creation?
Pro tip: If you can’t answer “Why do I care?” about a metric, skip it. Dashboards get bloated fast.
Step 2: Understand the Data Model
Leandata does its magic using custom Salesforce objects and fields (like “Lead Routing Status” or “Matched Account”). If you don’t know what fields are available, you’re flying blind.
Here’s what usually matters: - Lead/Contact/Account/Opportunity Objects: Standard stuff, but Leandata often stamps extra fields (e.g., “Last Routed Date,” “Routed By”). - Leandata Custom Objects: E.g., “Routing Log” or “Lead Routing Audit.” These are gold for tracking what happened and when. - Activity History: Useful for tracking actual rep follow-up, not just assignment.
To find these fields and objects: - Open Salesforce Setup. - Search “Objects” and look for anything with “Leandata” or “Routing” in the name. - Click into the object, then “Fields & Relationships” to see what’s available.
Don’t assume your admin set this up perfectly—there may be missing fields or field-level security issues.
Step 3: Build the Right Salesforce Reports
This is where most people get stuck. Salesforce reports are powerful, but the UI is clunky and things don’t always work the way you expect.
A few honest truths: - Summary or Matrix reports are your friends. Tabular is too basic. - Cross-object reporting is possible, but the relationships can get weird—especially with custom objects. - “Last Modified” dates can be misleading. Try to use specific routing fields.
How to build a useful report: 1. Go to the Salesforce Reports tab. 2. Click “New Report.” 3. Pick the right report type (e.g., “Leads with Lead Routing Log” or whatever custom type tracks your routing events). 4. Add filters to focus on the right time period, owner, region, etc. 5. Drag in the fields that matter: assignment date, assigned user, routing status, etc. 6. Group by the dimension you care about (e.g., “Owner” or “Source”). 7. Summarize with counts, averages, or sums as needed.
Example:
Want to track average response time by rep?
- Use a report type that includes both the lead and the routing log.
- Calculate the difference between “Routed Date” and “First Activity Date.”
- Group by “Assigned Rep.”
What to ignore:
- Fancy charts. Focus on the table first—pretty graphs can wait.
- Reports that require custom code, unless you have a dev on standby.
Step 4: Create the Dashboard
Now you’re ready to turn your reports into a dashboard people will actually use.
- Go to the Salesforce Dashboards tab.
- Click “New Dashboard,” give it a real name (not “Q2 Stuff”).
- Add your reports as components. Pick chart types that fit the data (bar for comparisons, line for trends, donut if you have to).
- Resize and arrange the components so the most important data is up top.
- Set filters if you want users to toggle by region, team, etc.
- Save and test—make sure the right people can see the dashboard and the underlying reports.
Pro tips: - Less is more. The goal is quick answers, not a wall of numbers. - Avoid overlapping metrics—pick the clearest version. - If execs are the audience, add a short description to each component (they won’t know what “Routing Log” means).
Step 5: Share and Automate (But Don’t Overdo It)
You built it—now get it in front of the right people.
- Set dashboard subscriptions for key users. Weekly is usually plenty.
- Add the dashboard to relevant Salesforce homepages or app tabs.
- Teach your team what the numbers mean. Even a 10-minute walkthrough beats a dozen emails.
- Revisit the dashboard monthly. If nobody’s looking at a metric, cut it.
What to skip:
- Don’t set daily subscriptions (unless you want people to ignore them).
- Don’t try to automate “insights” with AI unless you actually trust the output.
- Don’t lock down dashboards so much that only admins can see them—transparency beats control.
Real-World Advice: What Works, What Doesn’t
What works: - Building reports off Leandata’s routing log or audit objects. These are the closest thing to “source of truth.” - Keeping dashboards focused on 3-5 key questions. - Reviewing actual user feedback—if no one’s using a chart, it’s not valuable.
What doesn’t: - Relying on default Leandata dashboards for anything nuanced. - Trying to measure things your routing flow doesn’t actually track (e.g., “speed to lead” if you don’t stamp the right timestamps). - Over-complicating with dozens of filters or obscure metrics.
What to ignore: - Vendor promises about “out-of-the-box analytics.” You’ll always need some tweaking. - The urge to show everything. Focus wins.
Final Thoughts: Keep It Simple, Iterate Often
Custom dashboards in Leandata aren’t magic, but they’re the best way to make your lead routing data useful. Start small, focus on the metrics you (and your team) actually need, and don’t be afraid to kill off charts that don’t get used. The best dashboards are the ones people understand—and actually check.
Build, test, and adjust. That’s how you get dashboards that actually help, not just decorate a Salesforce tab.