Program Topic: Salesforce Reports and Dashboards
During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. We explored what Dashboards would be helpful to you and your organization, what reports board members ask for and more. During the demos, we looked at some examples of both dashboards and reports and the unique features used to create them.