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Deliver Accurate Reporting

Track actionable sales metrics and share relevant reports and dashboards with your team.

Steps

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Trailhead
Trailhead 10 mins

Trail

Discover How to Report on Meaningful Metrics

Learn on Trailhead →
Automation Needs Data Accuracy Analytics for Insights Vision and Roadmap Maximize Value
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Salesforce
Salesforce

App Exchange

Get Preconfigured Dashboards for Your Team

Download the Dashboards →
Automation Needs Data Accuracy Analytics for Insights Vision and Roadmap Maximize Value Process Optimization
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Premier Flag
H&T
H&T 2 hrs

Expert Coaching Session

Report on Your Team's Activity Data

This resource is available for customers with a Premier or Signature Success Plan.

Request a Session →
Automation Needs Data Accuracy Analytics for Insights Vision and Roadmap Maximize Value Process Optimization
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Set Up Sales Cloud

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Connect Email and Calendar Apps with Sales Cloud
Sales Email and Calendar Integration Low Product Adoption Low Product Usage
Deliver Accurate Reporting
Sales Reports & Dashboards Automation Needs Data Accuracy Analytics for Insights
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value

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