How to Use Salesforce Reports and Dashboards to Drive Business Insights
As a Salesforce implementation consultant, We have seen how Salesforce reports and dashboards can help businesses gain precious perceptivity into their sales, marketing, and client service processes. In this article, we will explain how Salesforce reports and dashboards work, the benefits they offer, and how you can use them to drive business perceptivity that can help you make better opinions.
How Do Salesforce Reports and Dashboards Work?
Salesforce reports and dashboards are tools that allow you to dissect data stored in your Salesforce case. Reports are used to display data in an irregular format, while dashboards allow you to fantasize about data through maps, graphs, and other visualizations.
Salesforce reports are created by opting a report type, which determines the data that’s included in the report. You can also customize the report by adding pollutants, groupings, and sorting options. Once you have created a report, you can save it for unborn use, schedule it to run automatically, or partake it with other druggies in your association.
Dashboards are created by opting factors, which are individual maps or tables that display specific data. You can customize the factors by opting the data source, choosing the type of map or table, and setting pollutants and other options. Once you have created a dashboard, you can partake it with other druggies or bed it in other operations.
Benefits of Salesforce Reports and Dashboards
Salesforce reports and dashboards offer several benefits for businesses, including
How to Use Salesforce Reports and Dashboards to Drive Business perceptivity
Salesforce reports and dashboards are important tools that can help businesses gain precious perceptivity into their deals, marketing, and client service processes. By relating your KPIs, covering deals performance, assaying marketing juggernauts, and perfecting client service, you can use these tools to drive business perceptivity that can help you make better opinions and achieve your pretensions.
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