Analytics

Visualize your data and create actionable insights using tools like Einstein Analytics, Reports and Dashboards, and Tableau.

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Overview of the Lightning Report Builder
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Admin Best Practices: Reports & Dashboards
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Reports & Dashboards for Lightning Experience

Latest Blog Posts

Overview of the Lightning Report Builder

The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems 💎 ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […]

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3 Questions Admins Can Ask to Optimize Salesforce

A lot of things change quickly in our business-meets-virtual world, and it’s important that we, as admins, check in to make sure that Salesforce continues to meet the needs of our organizations. Processes shift online every day, and the usual ways of doing things change to better serve our customers. As a result, there are […]

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Advanced Reporting Features for New Admins

We all know that a CRM is only as good as the data it holds. However, getting that data into a format that is easily accessible and discernable is not always easy. Having a solid understanding of the numerous reporting features and best practices that are available to us is an important part of any […]

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VIDEOS

Build Awesome Dashboards with Master Source Reports & Dashboard Filters

Did you know you can use features like Dashboard Filters to create Dashboards more quickly, track the right data, and make your Dashboards reusable? Salesforce…

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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
Superbadge
+6,000 POINTS
Design powerful reports and an eye-catching dashboard to shine a light on your data.
~6 hrs

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.