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Within our Metrics 101 series, we’ve already explored why metrics are useful and how to design them in theory. But what are the technical details behind creating reports and dashboards within Salesforce? In this article, we will walk you through a step-by-step guide to transforming...

In just about every industry, executives and managers use reports to make crucial business decisions. Companies use carefully crafted metrics to measure success, drive improvements, and identify areas for new opportunities. With so much potential value, organizations everywhere should be investing resources in developing powerful...

For all major industries, metrics play a big role in decision making. Executives consider both past performances and future projections when creating corporate strategy. Managers examine employee evaluations when awarding promotions. Department leads look at reports and dashboards to determine what is and isn’t working....