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Implementing a Reporting Strategy for the Sales Cloud (STR-301)



Master Sales Reporting and Dashboarding to Drive Business Success

Empower Your Sales Teams with Data-Driven Insights

In today’s data-driven sales landscape, the ability to generate insightful reports and dashboards is crucial for informed decision-making, effective team collaboration, and achieving sales targets. This comprehensive course, “Sales Reporting and Dashboarding Implementation,” equips you with the skills and knowledge to harness the power of Salesforce reporting and dashboarding tools to drive business results.

Course Highlights:

  • Develop a Sales Reporting Strategy: Learn how to define and implement a comprehensive reporting strategy tailored to your organization’s specific sales goals.
  • Craft Customized Reports and Dashboards: Master the art of designing and creating personalized reports and dashboards that effectively communicate key sales metrics.
  • Analyze Sales Performance: Leverage Salesforce’s reporting and dashboarding capabilities to gain insights into lead generation, pipeline trends, closed deals, and team performance.
  • Empower Sales Teams with Data-Driven Insights: Provide your sales teams with the actionable data they need to make informed decisions, improve their performance, and achieve sales success.

Target Audience:

This course is designed for anyone responsible for using reports and dashboards to drive sales results, including:

  1. Sales managers and directors
    Sales analysts and data professionals
    Salesforce administrators and developers


Solid Understanding of Salesforce Basics: Possess a strong foundation in Salesforce concepts and functionality, particularly in the areas of navigation, objects and relationships, security, reporting, dashboarding, and profile permissions.