Help! My data doesn’t speak to me!

Do you get frustrated when you have so much invested in Salesforce and the data doesn’t tell you what you need to know? Is it hard for you to figure out how all the data fits together? Do you want to know how you can make sense of all that data? And present it in such a form that it helps you increase your business, your revenue or your customer satisfaction?

Salesforce reports & dashboards recording

In the recording below you will be introduced to various features that will help you to make sense of your data. For example, we will show you how to deal with filters, cross filters and relative data filters using Salesforce reports and dashboards. You will also discover how you can create groups within your Salesforce report to get a clearer picture and how to join objects together in one overview. Nevertheless, we will also show you how to represent your report data visually via Salesforce dashboards.

Discover meaningful insights that advance your business goals

Reporting is more than putting some data together on a sheet or following a seminar. It’s a skill that requires an understanding on how data relates to each other and how it can be used to improve or advance your business. It should show facts and figures to determine what works and what does not in order to allocate the right amount of resources to the right department. So your business can maximize its results.

Do you want to maximize your business’ results? Or need some advice on how you can best create your reports to display facts that matter? We can help! Check out our tailored training sessions that can help you get the most out of Salesforce.

Leave a Reply

Your email address will not be published. Required fields are marked *

Fill out this field
Fill out this field
Please enter a valid email address.
You need to agree with the terms to proceed