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May 9, 2024 · Reports and Dashboards Best Practice Guide. Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
- Reports and Dashboards - Salesforce
Manage Your Reports and Dashboards on Analytics Home....
- Learn About Reports and Dashboards | Salesforce Trailhead
For reports: You can control who has access to the contents...
- What Is Dashboard Reporting? 20/20 Vision For ... - Salesforce
Using data from other reports, dashboard visuals provide...
- Analyze Your Data with Reports and Dashboards | Salesforce ...
Reports and dashboards are ideal for collaborating on...
- Reports and Dashboards - Salesforce
Manage Your Reports and Dashboards on Analytics Home. Browsing the Analytics Tab. Use Navigation Breadcrumbs on the Analytics Tab. Favorite Your Reports and Dashboards. Stay Organized with Collections. Create Reports and Dashboards on the Analytics Tab. Share a Lightning Report or Dashboard Folder. Reports.
- Learning Objectives
- Know How Your Business Is Doing
- Make Data-Driven Decisions
- What’s in A Report?
- What’s in A Dashboard?
- Who Can Access Reports and Dashboards?
- Resources
After completing this unit, you’ll be able to: 1. Describe what reports and dashboards are. 2. Identify who can access reports and dashboards.
You use Salesforce to manage your customer data, interactions, and deal information. And that means you can see how your sales teams and business are doing without digging through individual spreadsheets or manually crunching numbers. With all your business data in one place, you can use Salesforce reports and dashboards to get a better view of you...
Making business decisions on a hunch works out sometimes. But when you make your decisions using data, you can consistently make smarter choices for your business. Here are just a few questions you can answer using your data. 1. How much revenue did we earn last quarter? 2. Do we have valuable deals that stalled in the sales cycle? 3. What’s our av...
In its simplest form, a report is a group of data that meets a set of criteria, for example, a group of accounts or opportunities. To get the exact data you need, you can filter, group, and do math on the data in the report. If visuals work better for you, you can view the data in a graph or chart. From a graph or chart, you can drill down into the...
Dashboards offer a powerful visual display of your data around a common theme. For example, you can create a Sales Dashboard that shows you charts and graphs of your company’s sales performance with supporting metrics about your top accounts, top opportunities, win rates, and which account types perform the best. When you have all the information i...
When you create a report or dashboard, you determine who can view, manage, or edit it, and what data they can see. So how does this work? Reports and dashboards are stored in folders. You can make the folders public, private, shared with specific users, or shared with your entire organization. If you give a user access to a folder, they have access...
Trailhead: Reports & Dashboards for Lightning ExperienceTrailhead: Quick Start: Reports & DashboardsSalesforce Help: ReportsUsing data from other reports, dashboard visuals provide charts and graphs to give an at-a-glance vision of your company’s performance. Because our world is visually oriented, we find that charts and graphs are faster to read and provide a good overall view of business insights. Excel dashboards can be created by linking data to charts.
May 16, 2022 · A Salesforce Dashboard is a simple way to visualize key data from either one or multiple Salesforce reports, and can help to “identify trends, sort out quantities, and measure the impact of their activities”. As a core out-of-the-box Salesforce feature, Dashboards will be a functionality that you as a Salesforce professional will use to ...
Reports and dashboards are ideal for collaborating on measured goals, like meeting a quota or closing cases. It’s easy to loop in your team with feeds and subscriptions. Once your Salesforce admin turns on feed tracking for reports and dashboards, each report and dashboard features its own feed. Open it by clicking the collaborate button . In ...
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Nov 18, 2023 · Creating Salesforce Dashboards. Click on ‘Dashboards’ in the App Launcher. Click ‘New Dashboard’. Add components to your Dashboard by selecting the corresponding reports. Customize each component (chart type, size, etc.). Save your Dashboard. Your business overview is now just a glance away!
