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Baltimore Administrators January Meeting

About this event

Use Reporting Snapshots to show how an aggregate figure changes over time. At Hostelling International USA and many other non-profits, tracking the number of active members over time is a very valuable KPI. By setting up an object to store the results of a reporting snapshot, a standard Salesforce report and/or dashboard can be built to highlight how this calculation has fluctuated over a set period of time. Taking the idea one step further, you can even store other related aggregate calculations within the same object - such as tracking the trends of active members who have a particular type of membership. With just a few setup steps, reporting snapshots make all of this possible.

We'll also have a roundtable discussion. If there are any specifics you'd like to see covered please email michael.grandel@trailblazercgl.com.

When

Thursday, Jan 23
1:00 PM - 3:00 PM (EST)

Where

Candler Building
111 Market Place, Suite 800 Baltimore21202

Group Leaders

  • Michael A. Grandel

    Michael A. Grandel

    Carabiner Group

    Leader

  • Jabari Jackson

    Jabari Jackson

    Enterprise Community Partners

    Leader

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