AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Resource Hero Dashboard Pack

The most common charts to visualize your resource management

Overview

Receive instant visual representation of nine of the most popular charts and reports that Resource Hero customers look to the most. This dashboard helps show project health, workload balance, resource pipeline, and resource utilization.

1 of 3

  • Works in conjunction with Resource Hero, the best resource planning and time tracking app for companies managing multiple people and projects.

  • Allows you to view and customize the most common graphs and charts to see the big picture of your resource management.

  • Gives you quick access to the health of your projects, workload balance, sales resourcing pipeline, and resource utilization.

According to the Social Science Research Network, 65% of people are visual learners. Being able to represent data in easily readable graphs, over a mission-control-like dashboard, will allow you to fully utilize the most crucial aspects of resource planning. We built the Resource Hero Dashboard Pack with input and feedback provided by our top executive leadership, resource management, and project management customers. The dashboard includes graphs that visualize the following reports: Project Health & Workload balance - Forecast vs. Actual Hours by Month, Resource, and Won Opportunity Sales Resourcing Pipeline - Forecast Amount by Forecast Date, Opportunity Stage, and Close Date Resource Utilization - Forecast vs. Target Hours by Resource and Team - Total Forecast Hours by Team. This fully customizable dashboard can be adjusted to best fit your business needs. The Dashboard is free to all users of Resource Hero. Get it now. Not using Resource Hero yet? Learn more about our simple and customizable resource management app: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wjc8EAA

Categories

Business Needs
Dashboards & Reports
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from

  • Resource Hero: Resource Management And Time Tracking Made Easy
    Avoid burnout and keep your business profitable with the most intuitive resource management, forecasting, and time tracking app available on the Salesforce AppExchange.
    ProductivityProject Management