Skip to content
UTDS Optimal Choice Icon
bar green
UTDS Optimal Choice Logo

Contact Us

bar

Knowledge Base Category: Reporting & Dashboards

How do I track campaign ROI in reports?

How do I track campaign ROI in reports?

How do I measure conversion rate from lead to opportunity

How do I measure conversion rate from lead to opportunity

How do I create a funnel report for opportunities?

How do I create a funnel report for opportunities?

How do I add a report chart to a record page?

How do I add a report chart to a record page?

How do I control who can see a dashboard?

How do I control who can see a dashboard?

How do I create a dashboard with multiple charts?

How do I create a dashboard with multiple charts?

How do I schedule a report to email automatically?

How do I schedule a report to email automatically?

How do I create a joined report?

How do I create a joined report?

How do I add filters to an existing report?

How do I add filters to an existing report?

How do I create a new Salesforce report?

How do I create a new Salesforce report?

Certified As

UTDS OPTIMAL CHOICE Google Partner

Services

  • Google Ads
  • Salesforce
  • Web Design
  • SEO

Navigate

  • About Us
  • Portfolio
  • Blog
  • Contact

Legals

  • Terms & Conditions
  • Privacy Policy
  • Cookie Policy
  • Accessibility Statement

Get In Touch

  • Whatsapp
  • Phone
  • Linkedin
  • Instagram
  • Facebook

Legals

  • Terms & Conditions
  • Privacy Policy
  • Cookie Policy
  • Accessibility Statement

Get In Touch

  • Whatsapp
  • Phone
  • Linkedin
  • Instagram
  • Facebook

© Designed & built by UTDS Optimal Choice

Google Ads
Salesforce
Salesforce Implementations
Salesforce Managed Support
Website Design
Search Engine Optimisation
About Us
Portfolio
Blog
Knowledge
Contact