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How to use opportunity reports and dashboards - Salesforce Tutorial
From the course: Salesforce Essential Training
How to use opportunity reports and dashboards
- [Instructor] We've talked about the importance of opportunities and keeping that data up to date. This is why. Sales leadership uses the data from all opportunities to analyze the strength of your company's pipeline. I'm showing an opportunity dashboard. This is the type of information that's reviewed and discussed by sales leadership. You likely have access to something similar for your region or for your opportunity data. I have a few tips for you about navigating dashboards and reports for opportunities and basically everything I'm about to show you applies to dashboards and reports for leads, as well. First, if you have a series of reports that you access often, consider combining them into a dashboard. This way, you can quickly get a top line view of the data, and you can easily click into each report to continue your analysis. If you have a dashboard that you reference often, clicking this star will add it to your…
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What are opportunities in Salesforce?3m 20s
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How to create an opportunity4m 23s
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Link contacts to opportunities1m 56s
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How Path can save you time2m 5s
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Use the Kanban to keep opportunities updated2m 19s
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How to use opportunity reports and dashboards2m
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Manage activities to move deals forward3m 37s
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