Reports and dashboards are one of the go-to tools admins can use to make data actionable. I’ve heard countless stories from admins about how they built a dashboard, showed leadership, and got a “This is amazing!” response. Admins have shown me reports and dashboards to track all sorts of key performance indicators (KPIs) that have not only enabled their organizations to make smarter, better decisions, but have also established them as a trusted partner in helping their organizations succeed. Data analysis is a core Salesforce Admin skill and it’s part of our Salesforce Admin Skills Kit.
So, let’s dig into some reports and dashboard basics that will help you build your analytics mastery.
Report versus dashboard
You need to build a report before you build a dashboard. A dashboard is a collection of charts pulled from reports. You can filter and change the way the data is displayed in the
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