Storytelling with Data: Creating Impactful Dashboards Analysts build so many reports and dashboards that it gradually becomes impossible for the management team to focus on the primary key performance indicators – or KPIs. Together, they should choose the KPIs that they want to track on a daily, weekly or monthly basis. Let’s say the business…
Demystifying Salesforce Reports: Helping Users Find the Right Data Most users shouldn’t create reports Salesforce users struggle to get the Salesforce reports they want if you don’t help them. Most of the time, they don’t even know what they’re looking for. They understand why they need some data, have a rough idea of what they…
Mastering Salesforce Data Relationships: Using Schema Builder for Effective Reporting Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and…