Learning Center

Video: How to Create a Sales Report in Salesforce Easily

Tags:

Salesforce

In this video, we’ll be showing you how to create a sales report in Salesforce with a few easy steps.

This video is part of our Salesforce learning center. Find more like it here.

Creating a Sales Report in Salesforce in 5 simple steps

Creating a sales report in Salesforce is an effective way to display complicated information in an intuitive and simplified way to your sales team.

Below are the 5 steps for creating a sales report in Salesforce…

  1. From the Sales Console homepage using the Salesforce Lightning Experience, select Reports from the dropdown menu at the top of the screen.