Instant Stardom: How to Build Executive Dashboards Steve Settelmayer, Neff Rental Kevin Sherman, salesforce.com New System Administrators

Reports—Creating Custom Reports 1. Select data source Custom objects too! Predefined Relationships between objects FY and then by FQ Acct and then sub-acct Sales Manager and then Rep Record Counts, Avg., Highs/Lows 2. Select report type 3. Select columns to summarize and define custom formulas 4. Select Grouping

Reports—Creating Custom Reports Custom fields located towards the bottom. Don’t forget dynamic date filters! Save for last. “ and ” = Default filter. Use advanced filters link and “()” to create “ or ” filters 5. Select fields (columns) to include 6. Order the fields (columns) 7. Set filter criteria 8. Create chart

Turn the lights on with Dashboards!

Steve Settelmayer VP of Sales and Marketing [email_address]

Steve Settelmayer VP of Sales and Marketing Kevin Sherman Sr. Customer Success Manager QUESTION & ANSWER SESSION On-off questions can be answered on-site at the Success Clinic Booths!!!