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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?

Speaker

When

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

Where

The Freshwater Trust
700 SW Taylor St, Ste 200 Portland97205

Group Leaders

  • James Milne

    James Milne

    Kell Partners

    Community Group Leader

  • Danielle Dumont

    Danielle Dumont

    The Freshwater Trust

    Community Group Leader

  • Emily Mercer

    Emily Mercer

    Center for Transportation and the Environment

    Community Group Leader

  • Andrew Shanks

    Andrew Shanks

    Oregon Humane Society

    Community Group Leader

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