Salesforce Report and Dashboard Project: Real-Life Use Cases

Become a master in Salesforce Report & Dashboards with real life Projects & Scenarios. Build Salesforce Report Project

Become a Salesforce Report Builder Expert and learn one of the most demanded skills in Salesforce!

What you’ll learn

  • Salesforce Lightning Report Builder.
  • Salesforce Lightning Dashboard Builder.
  • Identify Type of chart to be used in dashboard.
  • Complete report use case from conception to completion.
  • Marketing reports in Salesforce.
  • Report use cases on leads and campaigns.
  • Sales reports in salesforce.
  • Month-over-Month comparison of Won Deals.
  • Salesforce Report advanced formulas.
  • Salesforce Pipeline reports.
  • Salesforce Trend Graphs & reports.
  • Service & Case related Reports.
  • Engagement/Activities Reports.

Course Content

  • Introduction –> 1 lecture • 2min.
  • Marketing Reports –> 11 lectures • 31min.
  • Sales Reports –> 20 lectures • 1hr 3min.
  • Service Reports –> 10 lectures • 14min.
  • Engagement Reports –> 9 lectures • 15min.
  • Bonus –> 1 lecture • 1min.

Salesforce Report and Dashboard Project: Real-Life Use Cases


Become a Salesforce Report Builder Expert and learn one of the most demanded skills in Salesforce!

If you are looking to practice real-life report scenarios and projects that will take you from a Competent Report builder to an Expert by mastering the most advanced Report-building techniques & Use cases, then be certain that you have come to the right place.


Report & Dashboard Builder has now become a default tool for building analytical and insightful data viewing in Salesforce Lightning Experience orgs. The Salesforce Lightning Report Projects and Use Cases course is for admins/developers who are interested to brush up on their reporting skills by doing hands-on and solving real-life based scenario problems using Report builder. The course will take you through various concepts and complex reports in a Project-Based and Use case-driven approach. This course will teach you how to solve complex business use cases through a simple point-and-click using Report Builder.

The first part of each Project contains a summary / Use Case of the Report project.

The second part of the video contains practical hands-on to create the reports/dashboards to solve the business use case.


We cover a wide variety of Use Cases, including:

  • Real-life project based Use Cases
  • Capturing preferred lead channels for your sales.
  • Creating Sales & marketing dashboard.
  • Lead conversion ratio.
  • Win% for campaigns.
  • Year-Over-Year Revenue comparisons.
  • Y-o-Y growth percentage.
  • Report on Target Vs Achievement.
  • Pipeline reports.
  • Sales funnel leakage.
  • Service & Case Scenarios.
  • Case Lifecycle.
  • Reports on Engagement.


By taking up the course you will feel confident about building Salesforce Reports and you will be able to tackle analytical requirements on the Salesforce platform.

The course is made very concisely keeping in mind that all the relevant information regarding the salesforce lightning report builder is covered. The Salesforce Report Projects course will help in creating various insightful reports on the platform and will be a great course to have in your collection as these use cases can come to you as well in your professional career. This course is not a power-point presentation but it’s a complete hands-on course so you can learn by doing.


So what are you waiting for? Practice Salesforce Reports & Dashboard in a way that will advance your career and increase your knowledge, all in a fun and practical way!


Happy Learning!!

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