Salesforce Reports & Dashboards: Visualize What Matters
This hub gives you real-world tutorials and templates to build powerful Salesforce reports and dashboards, with less confusion and more clarity.
Section 1
Start Here – Reporting Foundations
What Salesforce Flows Are (And Why Admins Should Master Them)
Great reporting starts with clean data and clear intent. Whether you’re new to Salesforce reporting or rebuilding your dashboards, these guides cover the core concepts every admin and ops lead should master.
🔹 Salesforce Reports Every Admin Should Build
→ From opportunity tracking to service performance.
🔹 Create Actionable Dashboards in Salesforce
→ Layouts that drive decisions, not just graphs.
🔹 Salesforce Report on Reports
→ Meta-reporting: track what’s actually being used.
Section 2
Advanced Reporting Features
Joined Reports & Formatting Tips
Salesforce has powerful reporting tools — if you know how to use them. These tutorials walk you through joined reports, cross filters, custom summary formulas, and chart formatting.
🔹 Salesforce Joined Reports – Explained
→ Compare objects in a single report.
🔹 Formatting Tips for Better Dashboards
→ Grouping, summary fields, chart choices, and conditional highlights.
🔹 Scheduling & Emailing Dashboards
→ Automate dashboard delivery to stakeholders. (If no article exists yet, mark as “Coming Soon”)
Section 3
Clean Data = Better Reports
Clean Up Your Data for Better Reporting
Even the best dashboard can’t fix dirty data. These guides help you optimize your records and system setup so your reports actually reflect reality.
🔹 Clean Up Your Salesforce Org
→ Merge fields, remove redundancies, and standardize naming.
🔹 Audit Flow Impact on Reporting
→ Ensure flows aren’t skewing your results.
🔹 Archive Inactive Fields to Simplify Filters
→ Reduce clutter and improve performance.
Section 4
Dashboards That Drive Decisions
Real Use Cases & Examples
Skip the fluff. These dashboard examples are designed to track what actually matters: pipeline progress, service KPIs, task performance, and user adoption.
Need Help Designing Your Dashboards?
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