Reports and Dashboards

Default Reports and Dashboards

• Default Dashboard
• Manage Dashboards
• Manage widgets and filters
• Use Report Library to add reports
• Working with default system Reports (Legacy)
• Deal Stage Duration Analysis Report

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Custom Dashboards

• Introduction to Dashboard 2.0
• Customize Dashboard 2.0
• Create Custom Blank Dashboard
• Create Custom Sales Overview Dashboard
• Create Custom Default Dashboard

Custom Reports

• Introduction to Custom Reports
• Operations on Reports 2.0
• Create Custom Report

Share Reports and Dashboards

• Share Report via Email
• Share Dashboard via Email

Conversation Reports

• Total closed conversations by user
• Time to reply conversation by user
• Time to reply conversation by the team over time
• Time to close the conversation by user
• Remarks from Contacts
• Ratings over time

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