In this session we'll take a step beyond the basics of Salesforce Reports & Dashboards, starting with a quick look at settings and permissions. We'll create a Summary Formula using PrevGroupVal() Function to analyze month over month trends, then use a Cross Block Formula on a Joined Report to project sales based on historical win rate. We'll test out the power of Dashboard Filters in drilling into the data and embed a Dashboard into a Homepage. Finally, we'll activate Historical Trending to answer the all-important question, "What changed since last week?"
David Carnes is Chairman & Chief Evangelist at OpFocus, Inc. David has been teaching and consulting on the Salesforce platform since 2005. He hosts Dashboard Dōjō, a free monthly training open to all in the Salesforce community. David is a Platform Champion and recent addition to the Salesforce MVP program. You can learn more about him and his work at his website www.dashboarddojo.com