WebOct 10, 2024 · Building Reports and Dashboards: Marc and Liz set up a scenario with the fictional company “SwagCo” that uses Salesforce to manage it’s sales processes. The fictional VP of Sales has a few specific questions he needs answered, and #AwesomeAdmin, Liz, is going to show us how she will build one report to create a … WebThis book is designed to accompany the Introduction to Salesforce Analytics - Building Reports and Dashboards class offered by Stony Point. A person reading this book or a student in this class will to build reports and dashboards …
Introduction to Salesforce Analytics - Building Report..
WebClick the Reports tab. Click New Dashboard. From the Components tab, drag and drop the pie chart component onto the preview pane. Click the Data Sources tab. Search for your leads by Lead Source report and … Web Build a Dashboard When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you... Filter a Dashboard Dashboard filters make it easy … cloud first federal government
What is a Sales Pipeline? How to Manage Sales Pipelines in Salesforce
WebDec 20, 2024 · Dynamic. While the Dynamic Gauge charts beta functionality is available for free in all Salesforce instances, it needs to be enabled by an Admin, within the Reports and Dashboards User Interface settings. Once the setting is enabled, the Dynamic option becomes available for selection, after choosing the Gauge chart for your report. WebCreating New Salesforce Dashboards. Dashboards in Salesforce are the graphical representation and visual presentation of reports data in salesforce.Salesforce … WebThis book is designed to accompany the Introduction to Salesforce Analytics - Building Reports and Dashboards class offered by Stony Point. A person reading this book or a … cloud first gc