Salesforce reports and dashboards ppt. These advanced Salesforceu2019s reporting and dashboard tools are recommended by expert salesforce consultant in USA. Share yours for free! Reports and Dashboards Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data. There are three types of reports - tabular, summary, and matrix - with summary and matrix reports able to generate dashboards. It begins by explaining that CRM tools are purchased to derive metrics on business performance. 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. Reporting_and_Dashboards. Comparison reports were created for analysis of sales and profit trends, providing insights into growth patterns and areas for improvement. But many admins only scratch the surface of what’s possible. Navigate to the “Reports” or “Dashboards” tab, find the relevant folder, and click the “Share” button. Learn new and interesting things. Get ideas for your own presentations. But if you show slide after slides of charts and numbers, your audience won’t hear the story you’re telling. Dashboards provide graphical representations of report data through various chart types like columns, bars, lines, and can be refreshed automatically or on a May 8, 2025 · The Ultimate Guide to Salesforce Reports and Dashboards for Admins Salesforce Reports and Dashboards are among the most powerful tools in the platform for analyzing data and making informed business decisions. Salesforce Admins and power users are in a unique position to help leadership understand business success metrics from reports and dashboards. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples. The agenda includes why dashboards are useful, best practices for dashboard design and implementation, and examples of dashboards for sales, support, and marketing functions. It includes custom report types, custom summary formulas, reporting snapshots and more. This document provides an overview of a Salesforce. t Salesforce provides powerful reporting and dashboard tools to visualize and analyze data stored in objects. com Israeli Forum event focused on analytics and dashboards. View Presentations PPTs online, safely and virus-free! Many are downloadable. ppt), PDF File (. The document provides an overview of reports and dashboards in Salesforce, detailing different types of reports including tabular, summary, matrix, and joined reports. Attendees will learn steps for dashboard success, tips for organizing and designing effective dashboards, and To give access to reports and dashboards in Salesforce, you need to manage the sharing settings of the folders containing these reports and dashboards. In this guide, we’ll cover how to create, optimize, and manage reports and dashboards, from basic concepts to advanced To make the reports easy to analyze, proper dashboards were created for the department heads, ensuring a consolidated view of all the required reports at a single glance. ppt - Free download as Powerpoint Presentation (. A Sep 9, 2025 · Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. May 5, 2021 · This is especially key for the data-heavy presentations you create. It explains how to schedule reports, create dashboards, and the components involved such as charts, tables, metrics, and gauges. 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. & Dashboards What is a report? Training plus they are live updating! So we can track our progress in real time. pdf), Text File (. txt) or view presentation slides online. Sep 19, 2024 · Salesforce offers robust reporting and dashboard capabilities that allow users to visualize, analyze, and interpret data efficiently. . This document provides best practices for using Salesforce reporting and dashboards. Salesforce How to find the report you need Why do we use reports? Reports Reports allow us to summarize and analyze the data we track in our Salesforce system. 1ojm jkn wtsmn guyly 3uwgl gvkwp in0 og euv 46j