Setting up dashboards

Question

Third week in at a nonprofit in fundraising role and new to Salesforce. How do I set up my dashboards?

Lizzy Roberts · Accepted Answer

Hi there  @Bob De Witt https://trailblazers.salesforce.com/profileView?u=0054S000003GU7wQAG , welcome!    I definitely recommend checking out the Reports and Dashboards with Nonprofit Success Pack overview on Trailhead, it's a great place to start. https://trailhead.salesforce.com/content/learn/modules/fundraising-reports-and-dashboards-with-nonprofit-success-pack   + also added the  @Nonprofit Reports & Dashboards https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHiCSAU  group in case you want to browse this group as well for other tips/tricks/convo :)    Hope this helps!  #NonprofitHelp https://trailhead.salesforce.com/trailblazer-community/topics/nonprofithelp   #Reports & Dashboards https://trailhead.salesforce.com/trailblazer-community/topics/reports%26dashboards

Matt Wilson · Answer

Spend some time getting to grips with reports first, starting simple and then layering in more complex reporting challenges. Pay close attention to 'report types' - I see many users who are new to Salesforce tripping up there. Once you have some confidence with reports then dashboards will come easy. Dashboard filters can be very helpful to prevent a proliferation of dashboards - definitely worth giving time to understanding them :-)

Setting up dashboards

Nonprofit Hub

Más ayuda