How to Create a Salesforce Dashboard Using Terminus Data

The Terminus Sales Insights package install for Salesforce comes with several out-of-the-box reporting options. These reports can be used to set up weekly alerts for sales teams, or used to create sales dashboards.

In this video, Terminus Revenue Operations Manager, Kramer Proud, shows an example sales dashboard users can create in their own instance of Salesforce using Terminus reports, and their own sales data. 

Interested in more sales-focused training content? Check out Terminus for Sales Teams in Terminus Academy.

Don't have a login for Terminus Academy yet? Reach out to your Client Strategy Manager today!

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