Customer Success Blog

Customer Success Blog

Two-minute Tip on tracking your business with free dashboards

Jason Suen Jul 8, 2008



Because you don't have to recreate the wheel.

This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!



How free dashboards work for you:
 

- Pre-configured and bundled with popular custom reports and dashboard components.  This means less setup time for you 

- Get a good idea of what other customers are tracking and customize the reports with a few clicks 

- Then, take the plunge and complement those dashboards with one of 800+ apps on the AppExchange 

Appex

How to get started:

- Looking for the whole set of free dashboards?  Check them out here 

- Some very popular ones include the Lead and Opportunity Management and Adoption dashboards 

- Take a look at some of the other recommended dashboards and follow some great starter tips 

- Look at some of the good training options for dashboards here

How to find more resources:

Successforce - your best practice resource: Search "Dashboards" 

Reporting and Analytics blog - Outer joins reporting? Popular feature requests?  Get the up-to-the-minute new here 

Your local user group - Customers sharing knowledge with customers. See which one is closest to you

 

0 Comments

Post a comment