What can the Sales Cloud do for your business? Episode 4

Salesforce Dashboards & Reports: Increase Visibility and Collaboration Around Key Business Metrics

In this episode we explore how Dashboards work for a Sales Rep and a Sales Manager. We see how to customize the Sales Pipeline report, and then use Chatter to share a Dashboard component – a gauge showing real-time revenue quarter-to-date and access the same visual data in the Salesforce1 Mobile App on an iPhone.

Salesforce Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.

Check out this brief video from the Salesforce Guy.

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: June 15, 2014

About the Author: Paul Selway

Paul is the president and co-founder of Redpath. He works with prospects and customers to help them imagine their future with a Salesforce solution. He was born in England and hails from the Redpath clan in Scotland.

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