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Reports, Dashboards & Analytics
Use these two simple Salesforce reports to make your data loads faster.
Overcome polymorphic field limitations as cross object dashboard filters by owner. Learn how you can filter Opps and Leads by owner on a dashboard.
Accurate Forecasting is critical to all businesses. It allows for strategic planning, cash flow predictability and overall business guidance. One longstanding complaint has been the lack of flexibility to customize Forecasting. With the Summer ’21 release we now have the ability to create and report on Forecasts Types based on custom fields along with an improved experience to manage Forecast Types. Let’s take a look at the new capabilities.
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