Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
When I work with sales teams, one pattern shows up again and again: reps live on the Opportunity record page, while managers live in Reports and Dashboards. The problem is that reps rarely open dashboards during the day, so they miss trends like pipeline health, win rates, or product mix. Managers then complain that “the … Read more >>>
Have you ever wondered which leads are bringing the most revenue to your business? A large number of leads does not always mean more sales. What really matters is how much revenue those leads generate after they are converted into opportunities and closed as deals. The Revenue by Lead report in Salesforce helps you understand … Read more >>>
You may have created a useful Salesforce report, but asking users to open and run reports every day is not always practical. Most managers and team leads prefer to see important numbers and charts on a dashboard so they can quickly understand the current business situation. Salesforce dashboards help you convert report data into visual … Read more >>>
Running the same Salesforce report every day or every week and manually sending it to your manager can quickly become repetitive. Fortunately, Salesforce provides built-in features that allow reports to be emailed automatically on a schedule. Once configured, Salesforce runs the report and delivers the latest results to the required users without any manual effort. … Read more >>>
Imagine your support manager asks, “Can you show me how many open cases each support agent is currently handling?” If you don’t have a report ready, you’ll have to manually check multiple case records and count them yourself, which can take a lot of time. The Open Cases by Owner report in Salesforce makes this … Read more >>>
In Salesforce, reports play a very important role in analyzing business data and making better decisions. One of the most useful reports for sales teams is the pipeline report. It helps organizations understand how their sales opportunities are progressing and how much revenue they can expect in the future. A pipeline report gives a clear … Read more >>>
In Salesforce reports, we sometimes need to understand how much each group contributes to the total. This is where calculating the percentage of the grand total becomes very useful. In this article, we will learn how to calculate the percentage of the grand total at the summary level in Salesforce reports with a simple step-by-step … Read more >>>
I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best. To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and … Read more >>>
The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM. The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign. As a solution, I … Read more >>>
While working as a Salesforce admin in a company that uses Salesforce to manage its business, our sales manager wants to review the monthly sales performance of their team. To achieve this, I created a report in Salesforce that displays the sales team’s performance. Now the manager wants to analyze the report by applying filters and also … Read more >>>
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