In this session we dug into what we need to support sales reporting, Opportunity Report Types, and useful features. We discuss the difference between the words “pipeline” and “forecast”, and the few ways to achieve Target vs Actual in Salesforce.
Past Recording Tags:
Adoption Analytics Tab Architecting Best Practices Bucket Charts Cleanup Components Conditional Formatting Cross-Object Formulas Custom Formula Fields Dashboard Dashboards Dreamforce Embedded Enhancements Escalations Export Favorites Folders Formulas Hands-on Interview Joined Reports Master Multiple Currencies New Features NPSP NPS Score Permissions Permission Sets Power of One release Report Formats Reports Reports Types Roadmap Sales Scatter Plot Service Cloud Slack Snapshots Summaries Summary Formulas Unlimited Edition
Recent Recordings:
- Recent Salesforce Report and Dashboard Enhancements and Dreamforce Reporting Roadmap
- Dashboard Dōjō – Masters in the Dōjō Series with Steve Molis
- Dashboard Dōjō – Setting Up and Using Multi Currency on Salesforce Reports and Dashboards
- Dashboard Dōjō – Salesforce Summer ’23 Release Report and Dashboard Features
- Dashboard Dōjō – Salesforce Security and Permissions for Reports and Dashboards