Do me a favor. Grab a blanket, pull up a chair, and get comfy. Can I make you a cup of herbal tea? Would you like a freshly baked crumpet? Pretend the glow from your monitor is actually a lovely fireplace to really set the mood. Let’s gather around so we can discuss the power of storytelling.
What is it about stories that holds our attention and has fascinated us for thousands of years? There are probably dissertations written on the subject, but some of the main factors are the ability for a writer/speaker to create an emotional connection with their audience; help audiences understand information; allow them to understand other people’s experiences; and even become more empathetic.
While we highly recommend that all mission-driven organizations publish human-interest stories like these, we wanted to specifically talk about how Salesforce allows you to tell a different kind of story: a data story.
How to Tell a Data Story
Telling a data story in Salesforce can be a powerful way to communicate insights and drive decision-making within your organization. Here are some steps you can follow to effectively tell your story:
Identify Your Audience: Determine who will be consuming your data story and tailor your message accordingly. Are you speaking to your board, funders, members of your community? Each audience will have different needs and priorities.
Gather Your Data: Collect and organize your data into a format that is easy to analyze. The beauty of Salesforce is how easily you can create reports and dashboards to give visual representations of your data. Read here how their technical solution allowed Brightpoint to tell their data story for the first time, opening many doors for their organization and clients.
Identify Key Insights: Analyze your data and identify the most important insights. What trends or patterns do you see? What are the key metrics that your audience should be paying attention to? Asian Human Services plotted data on a map and learned exactly where they should be reaching out and where they needed to advocate for extended funding to help more children in nearby communities. Get the full story here.
Create Visualizations: Use charts, graphs, and other visualizations to help convey your insights. Make sure your visuals are easy to understand and highlight the most important information. CASL uses Tableau to get the full picture of how their programs and services impact each of their participants. Tableau transforms CASL’s data into visual representations to make it more comprehensible and actionable. Read their story here.
“If you’re going to have a story, have a big story, or none at all.” Joseph Campbell, mythologist, writer, and professor
Why Tell Your Data Story?
Telling the story of your organization is crucial because it helps you build and maintain your reputation, establish your values, and communicate your mission and goals to stakeholders. Inspire your community to get involved! After all, we all understand the most important element of an uplifting story, “and they all lived happily ever after.”
Marjorie lives in Saint Louis, Missouri. She received her Master’s degree in English from Truman State University. Her responsibilities at Provisio Partners include content creation and technical writing.