Reports and Dashboards

Let's see an example of one of the tools you will be build in your class: Stuck Opportunities. Identify which opportunities are stuck in your pipeline with this report. Overcome objections and hurdles to move your opportunity to a closed sale. Close more deals, faster.

Let's see an example of one of the reports you will be building in the class: Leads by source. Identify your lead sources and focus your marketing efforts accordingly. Determine the origin of leads. Track marketing efforts and stay on course. Use data to make informed decisions.

This tutorial will show you the basics of creating and editing a new Salesforce Dashboard. You will be creating a new dashboard layout, adding a dashboard component, and adding a data source of "leads created today" from our previous tutorial.

This Salesforce tutorial will show you some basic about Salesforce Dashboards. It will introduce you to the terminology and navigating around dashboards.

This video tutorial shows you how to generate a simple report, "All Leads Created Today," to give you a basic understanding of simple report building.

This tutorial is an introduction to Salesforce Reports. It gives an overview of the functionality and terms of navigating around a report