Salesforce.com® For Dummies®

Part VI. Measuring Overall Business Performance

In this part ...

You stand a better chance of achieving and surpassing your sales and customer support goals if you know exactly where you are and how fast you're going. By using reports and dashboards in Salesforce, you can get real-time insight into your sales and support teams, customers, and overall business. Manual reporting will be a thing of the past. Sound too good to be true? It's not. As long as you and other users are updating records in Salesforce, the data is at your fingertips.

In this part, we explain everything you need to know about reports and dashboards. We show you how to use the standard reports and create your own custom ones by using the Salesforce report wizard. If for some reason you still need to work with your data in spreadsheets, we show you just how simple it is to export your data into Excel. And you discover how to build powerful dashboards to visually depict key parts of your business.