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  1. 9 maj 2024 · 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.

  2. Let’s see how Salesforce reports and dashboards help you understand and analyze how your business is doing. What’s in a Report? 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.

  3. Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data. Get Started with Reports and Dashboa...

  4. Reports and dashboards answer questions about key business metrics so you can track your pipeline and cases, close deals, and see where your business is headed. Create reports that reveal the information you’re looking for, then add dashboards that draw on the data that you’ve revealed to tell a compelling visual story.

  5. 4 dni temu · What Are Dashboards in Salesforce? 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”.

  6. Discover how to visualize key business metrics in real-time and create impactful reports with Lightning Experience dashboards.

  7. Dashboard reporting is a visual representation of your companys key performance indicators (KPIs). Using data from other reports, dashboard visuals provide charts and graphs to give an at-a-glance vision of your company’s performance.

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