Training & Service Tags (4)

Dashboard 

A tailored dashboard is not just a luxury but a strategic necessity. This training will teach you how to craft visually appealing, user-friendly dashboards to meet your unique business needs.  This not only enhances decision-making processes but also fosters a data-driven culture within your organization.

Our dashboards go beyond mere visualization – they are dynamic tools that adapt to the evolving nature of your business. Whether you're monitoring sales performance, product revenue, KPI’s, or strategic accounts, our dashboards evolve with your needs. With Dashboard Training,  you're not just investing in a one-time set-it and forget-it dashboard; you're investing in a strategic asset that will propel your business toward greater efficiency, informed decision-making, and sustained success.

What We'll Cover

This training module includes two 1 1/2-hour sessions

01_glow In your first 1-hour training session

One 1 ½ -hour planning session with a Dashboards expert to review, map and document the various graphs and dashboards required.

 02_glow  Implementation

The Dashboards expert will:
Create the agreed-upon number of Dashboards with corresponding graphs
Create custom fields, if needed
Update permission sets, if needed
Create Automated Reports using the newly created Dashboards, if needed
Price: Please talk to your Customer Success Advocate, or write to us here