About the Course
Dashboards are used to visualize and keep track of performance trends in a centralized view. Sales leaders use dashboards to track how their team is progressing towards monthly and quarterly goals and revenue targets, so they can forecast, adjust compensation and bonuses, and identify potential issues or blockers before they become a problem.
In this course, we'll walk through two example dashboards you can create using Terminus data inside of Salesforce, and inside your instance of the Terminus Hub.
Course Categories
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Creating Sales Dashboards in Salesforce
- Video: Salesforce Dashboards
-
Creating Sales Dashboards in the Terminus Engagement Hub
- Video: Dashboards in Engagement Hub
About the Course
Dashboards are used to visualize and keep track of performance trends in a centralized view. Sales leaders use dashboards to track how their team is progressing towards monthly and quarterly goals and revenue targets, so they can forecast, adjust compensation and bonuses, and identify potential issues or blockers before they become a problem.
In this course, we'll walk through two example dashboards you can create using Terminus data inside of Salesforce, and inside your instance of the Terminus Hub.
-
Creating Sales Dashboards in Salesforce
- Video: Salesforce Dashboards
-
Creating Sales Dashboards in the Terminus Engagement Hub
- Video: Dashboards in Engagement Hub