by David Carnes | Jul 28, 2021 | Recordings
Jen Lee and I discuss two Report Formula examples- a Summary Formula calculating Win Ratio and a Cross-Block Formula on a Joined Report showing Projected Amount....
by David Carnes | May 26, 2021 | Recordings
While not as obvious out of the box, Salesforce provides many features which can be combined to support the reporting needs of sales leadership. In this Dōjō session we’ll take on the personas of middle and senior sales management and review Report & Dashboard...
by David Carnes | Oct 7, 2020 | Recordings
Salesforce offers us a number of options to support trending needs on Reports and Dashboards. In this session, we’ll step through grouping on date fields, Field History Tracking, Historical Trending, Historical Trend Report Type, along with Reporting...
by David Carnes | Jun 10, 2020 | Recordings
During the pandemic, we’ve found that there are 6 questions that sales and revenue operations leaders ask with the most urgency. Thankfully, with some simple updates, your Salesforce instance can help you answer these burning questions. How bad are things in our...
