June 2023 - INSIGHTMENT

June 9, 2023June 9, 2023Report Formulas, Reports & Dashboards

Salesforce Report Formulas

Useful formulas. Using PREVGROUPVAL: Formula for period-to-period percentage change. Use a date grouping, such as created date (group by week, month, etc. […]

June 9, 2023June 9, 2023Blog, Report Formulas, Reports & Dashboards, Sales Analytics

Dashboards & Reports Quick notes

Quick notes on Salesforce dashboards and reports Dashboards can have up to three filters. Filters can have up to 50 options. Ten […]