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How to Build an Awesome Rep Dashboard in Salesforce

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About Ryan Scott and Cloud Socius

ryan-scott

Founded in 2012, CloudSocius is one of the UK and Europe’s fastest growing Salesforce consultancies. Ryan works within the  managed services team to swiftly create, amend, and implement Salesforce changes for clients.

Building a useful and effective Sales Rep dashboard can be tricky especially when you’re not sure what you should include.

We worked with Cloud Socius’ Implementation Specialist Ryan Scott to show you how to build an AWESOME Sales Rep dashboard so you can gain the insight you need.

Get all the top tips on:

  • How to create a workflow that ensures you can accurately track Sales Rep activity
  • How to turn the tracked activities into an awesome Sales Rep dashboard for you and your team to use
  • How to schedule alerts and notifications
  • Tips and tricks on getting the best results from your dashboard