Using Reports and Dashboards
Reports and Dashboards in Vault CRM are essential tools for analyzing data, uncovering key insights, and making informed decisions.
In this Flightpath, you will explore the core concepts, best practices, and advanced techniques needed to create, customize, and manage Reports and Dashboards effectively. By the end of this course, you will be equipped with the skills to transform raw data into meaningful visualizations and drive business success.
Your Flightpath
Your Flightpath includes everything you need to understand how to use Reports and Dashboards in Vault CRM.
| What are the benefits of using Reports and Dashboards? | ~4 min. |
| What are Reports? | ~5 min. |
| How can I create a Report? | ~4 min. |
| What can I do with Reports? | ~7 min. |
| What is Multi-Pass Reporting? | ~7 min. |
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~6 min. |
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~2 min. |
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What are best practices to follow when creating Reports & Dashboards? |
~5 min. |
| Flight Simulator | ~4 min. |
