This live, instructor-led session gives you hands-on experience with Salesforce’s reporting and analytics tools. You’ll explore how to analyze campaign performance, understand lead quality, and use built-in AI features like Einstein to uncover opportunities for optimization.
Understand Your Data Structure: Learn how data is collected, connected, and analyzed within Salesforce Intelligence.
Build Dashboards That Matter: Create and customize reports and dashboards tailored to your team’s KPIs.
Use AI-Driven Insights: Explore Einstein’s predictive tools to improve segmentation, lead scoring, and performance tracking.
Avoid Common Pitfalls: Identify underutilized features and fix reporting blind spots that hinder growth.
Understand how campaign, lead, and account data flows through Salesforce—and where key metrics live.
Build a simple reporting workspace from scratch using your business goals as the framework.
Get a hands-on look at predictive scoring, recommendations, and trend forecasting.
Ask questions, share challenges, and explore how to tailor analytics to your organization’s goals.
Gain confidence using analytics tools directly inside Salesforce
Move from reactive reporting to predictive insights
Empower your teams with dashboards that support daily decision-making
Matthew’s wide-ranging industry experience comprises of outbound and inbound marketing, across diverse vendor marketing ecosystems. At Munvo, Matthew’s blend of business acumen and technological best practices have led him to fortify engagements that enable the marketer within their technology stack, while building reusable systems scaled to specific times or needs.
+ 1 (514) 223 3648 – Sales Inquiries
+ 1 (514) 392 9822 – General
sales@munvo.com