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Best Practices for Creating Sales Reports and Dashboards

May 21, 2019, 1:00 – 4:00 AM (UTC)

Salesforce Nonprofit User Group, Portland, OR, United States

Join us for an interactive discussion with other customers to learn best pratices in managing your Sales pipeline through the creation and use of better reports and dashboards

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

  • Jason Meketa

    Salesforce.org

    Principal Solutions Architect

When

When

Tuesday, May 21, 2019
1:00 AM – 4:00 AM (UTC)

Agenda

1:00 AMDinner and Networking
1:30 AMCircles of Success meeting

Group Leaders

  • Andrew Shanks

    Oregon Humane Society

    Community Group Leader

  • Rich Nevin

    HiFi Consulting Group

    Co-Founder & Principal

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