Salesforce reporting & Dashboard tips for nonprofits 

Date: Thursday, May 19, 2022
Time: 1:00 - 2:00 PM ET

This webinar, led by Lee Broderick Tech Impact Data Services Project Manager, will provide an overview on the basic functions and capabilities of Salesforce Reports and Dashboards tools.

Participants will learn:

  • Salesforce Fundamentals – Overview on how reports are built
  • How to Manipulate Data – Using various report types, formats, and filtering
  • How to Create Dashboards – How they relate to reports and how to share
  • Tips and Gotchas 

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During this webinar, you’ll learn more about:

User Permissions
Box Drive
Sharing Links

Tech Impact has helped many Nonprofits, Including:

We were at a point in our organization's growth when the data tracking systems we had in place were not keeping pace with the amount of data that we needed to gather, track, and analyze on a regular basis to be successful. Tech Impact helped us create a flexible system that meets every one of our complex needs in tracking student attendance, session progress, training evaluations, outcome assessments and many other types of data, all in one centralized location. We are now completely on top of how our projects are going in real time as we serve tens of thousands of youth across multiple countries...
Kate Sachs Leventhal // CorStone