Best Practices for Creating Sales Reports and Dashboards

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About this event

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?



Monday, May 20
6:00 PM - 9:00 PM (PDT)


The Freshwater Trust
700 SW Taylor St, Ste 200 Portland97205

Group Leaders

  • James Milne

    James Milne

    Kell Partners

    Community Group Leader

  • Andrew Shanks

    Andrew Shanks

    Oregon Humane Society

    Community Group Leader

  • Rich Nevin

    Rich Nevin

    HiFi Consulting Group

    Co-Founder & Principal

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud