Reporting on Accord Data from Salesforce

Table of Contents

1. Theory and Concepts 
2. Adding Accord Data to Your Existing Reports 
3. Creating your own Dashboard 

Prerequisites & Permissions

• Your Accord workspace must be integrated with your Salesforce instance first. Refer to this helpful guide for integration setup instructions.
• You must have the appropriate Salesforce permissions in Salesforce to create the desired Reports or Dashboards. 

Theory and Concepts 

Accord reporting within Salesforce leverages Salesforce’s native reporting functionality, allowing you to easily measure sales execution. Accord activity can be synced to Salesforce by mapping Accord data fields to corresponding custom fields in Salesforce. When data updates in Accord—such as a customer accepting an invite or fulfilling an Execution Criteria—that information is automatically pushed to Salesforce.

Accord offers numerous default data types (see: Sync Accord Data to Salesforce Fields) and allows for the creation of custom data types for nuanced tracking (see: Execution Criteria). 

Adding Accord Data to Your Existing Reports 

You can easily add Accord data to enhance your existing Opportunity reports. Say for example you want to understand how many customers have been invited to an Accord or accepted their invitation, or you want to understand if a specific step has been completed – like aligning on a "go live" date – you can add this data to an Opportunity report. Each piece of Accord data would be added as an additional column. 

Create Your Own Accord Dashboards  

Build dedicated Accord Dashboards in Salesforce to track sales process adoption and operational excellence. Use the native dashboard creation process found in Salesforce, but focus your visualizations on key Accord metrics to gain deeper insight into team performance and execution adherence.

Common metrics to include on an Accord Dashboard:

1. How many in-quarter Opportunities should have Accords? This will be your denominator for most of the dashboard. 
2. What is the delta between Opportunities with and without Accords? 
3. How many Accords have customers invited or accepted?
4. Special company-specific requirements (this varies from team to team)
   1. Has a go-live date been set?
   2. Has an executive sponsor been engaged?
   3. Has a stakeholder map been completed? 
   4. Has a POC been completed or kicked off? 

We recommend adding filters so that Sales leadership can easily filter by:

1. Opportunity owner manager or director
2. Opportunity Value
3. Close date 
4. Sales Stage