Get the Most Out of Salesforce Reports and Dashboards
- Guided Sky
- Oct 10
- 2 min read
Updated: Oct 19
What’s the point of putting data into a CRM if it doesn’t tell you anything about your business?
With Salesforce Reports and Dashboards, you can turn raw data into actionable insights. Instead of relying on gut feel or opinions, you’ll be able to understand your business through facts, empowering better decisions, sharper forecasting, and improved performance.
Salesforce makes it easy to build reports and dashboards, but there are features many teams overlook. Here are a few ways to get more value out of them:
Reports: Tips and Features You May Have Missed
Buckets
Group values into ranges or categories without changing your underlying data. For example, you could bucket deal sizes into “Small,” “Medium,” and “Large” to instantly segment opportunities.
Cross Filters
Filter records by their related objects. For example, identify accounts without opportunities, or contacts without activities logged.
Row-Level Formulas
Add custom calculations directly inside a report, such as calculating deal velocity (days open) or margin percentage, without needing new fields on objects.
Custom Report Types
Go beyond the standard report options by defining your own report types that join the objects and fields most relevant to your business.
Dashboards: Visualising the Right Data
Dashboard Filters
Add filters so users can slice data by time period, sales rep, or region, all from a single dashboard.
Dynamic Dashboards
Show users data that’s specific to them, without needing multiple dashboard versions. Perfect for sales teams or managers who want personalised insights.
Subscriptions
Set dashboards to be automatically delivered to your inbox on a schedule (daily, weekly, monthly). This keeps leaders and teams informed without having to log in to Salesforce.
Text Components
Use text blocks to add context, KPIs, or explanations alongside your charts and graphs. This helps ensure dashboards aren’t just numbers, they tell a story.
Why It Matters
When set up properly, Salesforce Reports and Dashboards become the pulse of your organisation. They provide:
Real-time visibility into performance.
Early warning signs when things aren’t on track.
Clear insights into where to focus resources for maximum impact.
Need Help Getting More From Salesforce Reports and Dashboards?
Whether it’s building executive-level dashboards, setting up report automation, or coaching your team on how to self-serve insights, we can help you get the most out of Salesforce.
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