We start our journey on Salesforce data analytics by discussing two core aspects to be addressed in any Salesforce implementation: choosing the appropriate metrics and how to measure your results.

In this first event we will use standard Salesforce features but in future ones we'll introduce Einstein Analytics and Discovery.

LOCATION

Association Lab4Tech – Floor -1

Passage Saint-François 12, 1003 Lausanne, Switzerland
(the small street next to Starbucks in St. François)

AGENDA

• Chart Your Course with the Right Metrics
• Best Practices for Creating and Using Sales Reports & Dashboards

Chart Your Course with the Right Metrics

Tracking sales metrics correctly can mean the difference between hitting your goal and ending up in an entirely different place. Join our small group discussion with other customers to learn how to create reliable reports and dashboards using metrics that make sense for your business objectives.
We will discuss best practices for identifying, creating, managing, and assigning metrics so everyone on your team can make better decisions.

Best Practices for Creating and Using Sales Reports & Dashboards

Join us for an interactive discussion with other customers to learn best practices in managing your Sales pipeline through the creation and use of better reports and dashboards in Sales Cloud, and learn about available resources to help enable your users. In this session we will focus on addressing the following questions:

1. What are the useful standard Sales reports and how should you use them?
2. What are the top three things that drive every report and why are they important?
3. What are general best practices in creating your own Sales reports & dashboards?

Salesforce Success specialists will participate to the event to share their experience.

Looking forward to meeting you in April!

Best Regards,
Giuseppe