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Circles of Success - Increase Sales using Reports & Dashboards

Knowledge Article Number 000212552


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Increase Sales using Reports & Dashboards

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Salesforce includes a comprehensive analytics package that can help you track and assess the performance of your business. Are you finding it difficult to make sense of the different features? Ever wondered how our other successful customers are tracking their metrics?

Some of the key topics we will cover include:

User-added imageLeading KPIs of top customers
User-added imageBuilt-in functionality to easily forecast and manage pipeline
User-added imageExisting best practice Dashboards/Reports for individuals and executives
User-added imageStrategies for using business metrics to improve operational efficiency

Join us along with a number of other like-sized Salesforce customers in a moderated discussion on how to best manage your business by the numbers. Ask questions, share ideas, discuss, and engage – that's the blueprint for a successful Circles of Success best practice discussion! 

Target Audience

User-added imageBusiness users with intermediate level knowledge of using Salesforce Analytics.

Learning Objectives

You will walk out of this Circles of Success best practice discussion with:

User-added imageAn understanding of how key business metrics can be tracked in Salesforce
User-added imageResources you can leverage to take advantage of Salesforce built in Analytics
User-added imageRecommended apps from the Salesforce AppExchange


User-added imageAccess to a PC or Mac with ability to install GoToWebinar

Success Community Topics:

Any discussions/collaboration on the Salesforce Success Community relevant to this Roundtable will be tagged with the following Topics.

User-added image#CoS
User-added image#CirclesOfSuccess
User-added image#BusinessMetrics


For more resources check out the Achieve More Hub: Analyze Data Using Reports and Dashboards


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