Salesforce Reports and Dashboards: A Comprehensive Tutorial

Salesforce Tutorial

Analyzing huge amounts of data is one of the most important tasks to successfully understand the market landscape and run a business today. Companies are using Salesforce teams and administrators to streamline this process. Salesforce has a great record that proves it is an effective tool to visualize and draw insights from data.

In Salesforce, reports and dashboards are two features that are highly useful to capture and analyze data within the Salesforce environment. If you are struggling to capture data and make sense of it, enroll in online Salesforce training courses. Continue reading this article to learn more about reports and dashboards in Salesforce.

What are Salesforce Reports and Dashboards?

Understanding business factors and the market landscape is important to cutting costs, increasing profits, and finding investment sources as a company. Salesforce reports and dashboards in the accounting and sales sectors of a company are immensely helpful.

Salesforce reports provide many ready-made report templates that work well. Companies can also make custom reports to gain deeper insights from their Salesforce data if their employees are skilled and hold online salesforce certification

Salesforce dashboards, on the other hand, are a feature that gives you a visual representation of your Salesforce reports. You can clearly view and display key business metrics in various ways if you complete an online Salesforce course.

How do Salesforce Reports and Dashboards work?

There is no single way in which Salesforce reports and dashboards work. They are designed to make sure user-friendliness and flexibility are present. Users can choose the way data is displayed and even create their own formulas for specific calculations.

Salesforce dashboards and reports can also display important real-time information. The Salesforce dashboards and reports allow businesses to access information that is not standard objects within Salesforce. Any objects can be reported using the Salesforce reports feature.

For example, if your company wants dashboards for financials, you can use the information in accounting seed objects and design dashboards. You can also create detailed reports around your current projects. You can learn object reporting and management report creation if you complete online Salesforce courses.

You can even receive reports by email if you use the report subscription option. You can access this report if you have access to the Opportunities option under user permissions.

Core features of Salesforce Dashboards

Salesforce dashboards let you configure with drag-and-drop options and graphics. Users can customize their data and layout easily, which allows them to add or remove display parameters. You can also display data from customer data source reports and view real-time data instantly. Like reports, users can also receive Salesforce dashboards by email.

You can use Salesforce dashboards to identify trends, measure the impact of related activities, and sort out qualities. With the easy visibility options in the Salesforce dashboard, you can isolate issues in the whole system. Salesforce online training courses help you quickly analyze large amounts of business data and view one report in multiple dashboard components on a single dashboard.

Features of Salesforce Reports

Salesforce reports offer high flexibility and configuration options. The salesforce report feature is useful for all types of users within the company. For example, sales employees can look at their account and opportunity data. Similarly, marketing teams can view the lead and campaign data they are working on. Complete an online Salesforce course to run reports effectively and monitor login history, user profiles, and more.

The reports feature lets users break down data in reports into a simple document with rows and columns. You also have a filter option to view data in categories. To protect data, you can set permission settings and allow report-sharing options to team members. Salesforce report options also allow users to export reports for deeper data manipulation. Enroll in free salesforce training online and learn the basics of the Salesforce platform from scratch.

Final thoughts

Reports and dashboards are features that really reduce a lot of workload when trying to analyze data within the Salesforce platform. To learn effective techniques and boost your Salesforce career, complete online Salesforce training courses and obtain certifications.