Reports and Dashboards

In the previous chapters, we learned how to create and automate data in Salesforce. All right, but what comes next with all this data? Do they exist in the CRM just for the sake of being there? Is Salesforce like a boring novel that someone created and nobody wants to read? Of course not! At least it should not be like this! There will come a moment when you’ll want to report on the data that have made their way into your CRM to support both your administrative activities and the actions of your users, their supervisors, and even your organization’s CEO. As you already know, Salesforce is a highly sophisticated tool that doesn’t overlook reporting modules, and they are quite advanced. In this chapter, we will break down the components of Salesforce reports and dashboards, giving you valuable insights that will help you and your colleagues analyze data to make the most informed business decisions.

In this chapter, we will cover the following...