1. Too Much Backbreaking Training
Every report builder in the market – including Salesforce’s – lacks the intuitiveness necessary for user adoption, making it difficult to grasp fully. And, thus Sales Reps, Leaders, and Executives must invest much time in understanding reports in Salesforce.
Sales reps are unlikely to spend hours and hours training on the many nuances of the report builders. Eventually, they end up delegating these reporting responsibilities to their Sales Ops team, hoping for the best without digging into the data themselves. The more separation every Sales member has from the data, the less valuable that information will ultimately be.
Sales reporting should be clear and concise and not require laborious training.
4. Limited Cross-object Reporting Capabilities
With so much data floating in Salesforce, many sales reps would be excited to drill down into the data for deeper trend analysis. However, Salesforce does not allow in-depth cross-subject reporting due to its limited capabilities.
For example, to compare two different data, say from lead sources and opportunities, to find how leads converted to revenue, one needs to pull out two separate salesforce reports, export them to excel, and merge them to see meaningful insights.