Salesforce Reporting and Dashboarding Tips for Nonprofits-Data Management

Tuesday, September 26, 2023
2:00 - 3:00 PM ET

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

Participants will learn some Salesforce fundamentals and get an overview on how reports are built. The webinar also covers how to manipulate data using various report types, formats, and filtering; how to create dashboards and how they relate to reports and how to share them. We'll also cover some tips and gotchas to be aware of!

About Our Instructor
Lee Headshot

Lee Broderick
Senior Consultant & Project Manager, Tech Impact

Lee works with non-profit organizations to improve their use of data, define data requirements and develop strategic technology plans. She is skilled in Salesforce admin and development and in Data Exploration, helping partners to better articulate their outcomes through the use of data visualization tools such as Power BI. She is a chronic planner and so she makes a great project manager!

Lee is addicted to travel, passionate about food (both eating and cooking) and a wanna-be artist (watercolor painting and found object jewelry).

Details

Date	Tue, Sept 26 2023 2:00 pm GMT-4 (America/New_York)
End Date	Tue, Sept 26 2023 3:00 pm GMT-4 (America/New_York)
Event Time Zone	EST
Cut Off Date	Mon, Sept 25 2023 11:00 pm GMT-4 (America/New_York)
Individual Price	Free

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