Dashboard Dōjō – Dashboard Components

In this Dōjō session we stepped through the 11 types of Dashboard Components and how/when to use them. It was meant to be hands-on, but my ambitions for stepping through all 11 components in less than an hour got the best of me.    ...

Dashboard Dōjō – Dashboard Concepts

Given our name “Dashboard Dōjō” I thought to schedule one more session before summer focused on concepts we should all know about Dashboards. My thinking was to cover key aspects for successfully creating and managing Dashboards. We will follow up this...

Dashboard Dōjō – Reporting for Sales Leaders

While not as obvious out of the box, Salesforce provides many features which can be combined to support the reporting needs of sales leadership. In this Dōjō session we’ll take on the personas of middle and senior sales management and review Report & Dashboard...