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Create Reports and Dashboards for Sales and Marketing Managers 

  • Offered bySalesforce

Create Reports and Dashboards for Sales and Marketing Managers
 at 
Salesforce 
Overview

Track key business information for your stakeholders with reports and dashboards

Duration

2 hours

Mode of learning

Online

Official Website

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Credential

Certificate

Create Reports and Dashboards for Sales and Marketing Managers
 at 
Salesforce 
Highlights

  • Earn a certification after completion
Details Icon

Create Reports and Dashboards for Sales and Marketing Managers
 at 
Salesforce 
Course details

Who should do this course?
  • Individuals responsible for overseeing sales teams, setting targets, and monitoring sales performance to drive revenue growth
What are the course deliverables?
  • Understand the fundamentals of data visualization and analysis techniques relevant to sales and marketing
  • Develop proficiency in utilizing reporting and dashboard creation tools such as Tableau, Power BI, or Google Data Studio
  • Gain insights into identifying key performance indicators (KPIs) and metrics relevant to sales and marketing objectives
  • Acquire skills in designing visually appealing and intuitive reports and dashboards tailored to the needs of sales and marketing managers
More about this course
  • Craft comprehensive reports and dynamic dashboards tailored for sales and marketing managers, presenting key performance metrics, sales trends, and marketing insights in a visually compelling manner
  • Streamline decision-making processes, optimize strategies, and drive business growth through actionable data visualization and analysis, fostering informed and strategic decision-making

Create Reports and Dashboards for Sales and Marketing Managers
 at 
Salesforce 
Curriculum

Create Report and Dashboard Folders

Create a Simple Custom Report

Filter Your Reports

Manage Reported Data

Visualize Your Data

Group and Categorize Your Data

Use Summary Formulas in Your Reports

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Create Reports and Dashboards for Sales and Marketing Managers
 at 
Salesforce 

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