Salesforce Reports & Dashboards for Sales Leaders

Course Overview

The Salesforce Reports & Dashboards for Sales Leaders course is a three-hour, hands-on workshop designed to help sales leaders use Salesforce reporting tools to gain greater visibility into sales performance, pipeline health, and team activity.

This live, instructor-led course focuses on the practical skills sales managers and leaders need to find meaningful information in Salesforce, interpret sales data, and use reports and dashboards to support better coaching, decision-making, and sales management.

Participants will work through realistic sales scenarios and create or customize Salesforce reports and dashboards that can be applied to their own management responsibilities.

What You’ll Learn

Throughout the course, you’ll learn how to:

• Navigate and interpret Salesforce reports and dashboards.

• Identify the sales metrics that matter most to effective sales management.

• Create and customize reports using Salesforce report types and filters.

• Analyze pipeline value, opportunity stages, close dates, and deal progression.

• Monitor sales activity and other relevant leading indicators.

• Evaluate sales performance across individual reps, teams, territories, or other relevant groupings.

• Use charts, summaries, and dashboard components to communicate sales performance.

• Identify opportunities and risks through Salesforce reporting.

• Customize dashboards to support pipeline reviews, forecasting, and coaching conversations.

• Apply Salesforce reporting best practices to improve visibility and decision-making.

What’s Included

• Three hours of live, instructor-led training with an experienced Salesforce instructor.

• Practical demonstrations using realistic sales-management scenarios.

• Hands-on exercises in a Salesforce practice environment.

• Opportunities to create and customize reports and dashboards.

• Guidance on selecting meaningful sales metrics and performance indicators.

• Practical techniques for using Salesforce data in coaching and management discussions.

Who Should Attend?

This course is suitable for:

• Sales managers and sales directors.

• VPs of Sales and other sales leaders.

• Revenue Operations and Sales Operations professionals.

• Business leaders responsible for monitoring sales performance.

• Salesforce users who are responsible for sales reporting and management.

• Sales leaders who want to make better use of their existing Salesforce investment.

Prerequisites

Participants should have:

• Basic familiarity with Salesforce navigation.

• A general understanding of Salesforce accounts, contacts, opportunities, and activities.

• Access to Salesforce or a suitable Salesforce practice environment.

Previous experience creating Salesforce reports is helpful but not required.

Course Details

• Class Code: SFT-SL-101

• Duration: 3 hours

• Format: Live, instructor-led workshop

• Practice Environment: Participants may use either a dedicated Salesforce practice environment or their own Salesforce environment.

• Course Focus: Salesforce reports, dashboards, and sales performance management.

Important: The instructor will deliver the workshop using a dedicated Salesforce practice environment. If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise or demonstration will work identically in your organization’s environment.

If your Salesforce environment is highly customized, you may wish to consider private training tailored specifically to your organization’s configuration and business processes.

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on your needs and location, private training may be delivered virtually, in person, or on-site.

Course Provider

This course is developed and delivered by The Salesforce Trainers, a team of experienced sales and Salesforce professionals specializing in Salesforce adoption, sales leadership, training, and change management.