by David Carnes | Sep 28, 2022 | Recordings
In this Dōjō session we talked about reporting features introduced in Salesforce’s Summer ’23 release , such as: CRM Analytics for Slack Browse, search, view, and share Lightning Reports & Dashboards Subscribe to Lightning Reports & Dashboards View...
by David Carnes | Sep 7, 2022 | Recordings
In this Dōjō session we talked about: Definition of a Recession Target vs Actual in Salesforce Leading vs Lagging Indicators Ideas for Recession Reporting...
by David Carnes | Jul 13, 2022 | Recordings
In this Dōjō session we talked about reporting features introduced in Salesforce’s Summer ’22 release , such as: Unified Experience for Analytics Home (Beta) Find the Best Report Type Hidden Report Types Multiline Inline Report Editing Median as a Summary...
by David Carnes | May 11, 2022 | Recordings
This was our third session focused on Service Cloud! The first was Service Cloud Reporting in Salesforce and the second was Formulas for Service Cloud Reporting. In this session we touched on the old sample Support Reports in Classic, hiding unwanted Report Types,...
by David Carnes | Apr 20, 2022 | Recordings
In this Dōjō session on Sales Reporting in Salesforce II, we talked through examples of the following sales reporting needs: Pipeline vs Funnel Sales Funnel Pipeline Coverage Ratio Net New Logos Opportunity Score Amount vs Expected Revenue Reporting on Opportunity...
