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Reports & Dashboards for Lightning Experience

Latest Blog Posts

A computer monitor that displays a productivity tracker.

How to Build a Productivity Tracker to Show Your ROI

Right now, everyone is looking for ways to drive efficiency and get more done with less. That’s good news for us admins because we know how to build solutions in Salesforce to help our users get their work done more efficiently. One of the most important tools we have in our Salesforce toolbox is analytics. […]

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The admin Learn Moar Trailhead Community badge next to text that says, "#4 Analytics Enhancements."

Analytics Enhancements | Learn MOAR Summer ’23

The Summer ’23 release has a lot of great analytics enhancements specifically designed for admins, from the new Analytics tab to posting dashboards to Slack to sharing Tableau visualizations in Salesforce. Read this blog post for the highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Visit […]

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Greenery and a blue sky below a headline that says, How to Optimize License Utilization."

How to Optimize License Utilization

We know that one of your main responsibilities as a Salesforce Admin is to manage users and drive adoption. One important adoption metric is license utilization, which generally indicates whether users are using the available licenses. You can calculate license utilization as follows: License Utilization = # Used Licenses / # Available Licenses Here, we […]

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Videos

Expert Corner: Dive into a Demo of Data Cloud with Engineering EVP Muralidhar Krishnaprasad

Right now, businesses like yours are capturing and managing more data than ever: everything from web and mobile clicks to shopping cart data, location data,…

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Podcasts

Trailhead

Trail
+2,600 POINTS
Navigate and personalize Analytics, and explore data on desktop and mobile.
~4 hrs 50 mins
Module
+700 POINTS
Track key business information for your stakeholders with reports and dashboards.
~1 hr 30 mins
Module
+100 POINTS
Discover Data Cloud, the real-time platform for customer magic.
~10 mins

More Resources

Documentation
Build a Report
Trailblazer Community
Learn from peers in the Reports & Dashboards community group
Tableau
Visualize and explore Salesforce data in Tableau.
AppExchange
Check out some pre-built reports and dashboards to help you track adoption.