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Mastering Salesforce Reports and Dashboards - David Carnes - RevOps Rockstars - Episode # 30
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Joining the show this week is a certified Salesforce savant. He’s a three times Salesforce MVP who knows dashboards like the back of his hand. He regularly hosts Dashboard Dojo, a biweekly series focused on dashboard reporting best practices. Welcome to the show, Author of the newly released book “Mastering Salesforce Reports and Dashboards", Co-Host of the podcast “RevOps Rockstars”, and Founder and Chairman of OpFocus, David Carnes!
On this special episode, David and Jarin take some time to discuss his new book, the process of writing it, and why OpFocus strives to be a hub of RevOps knowledge.
Takeaways:
- There is a strong SaaS RevOps community, but no one is graduating with a degree in RevOps. To help industry members, OpFocus sought to become a hub of RevOps knowledge with podcasts, Dashboard Dojos, and David’s newly released book.
- Developers have become the driving force behind organizational development environments, but with how new RevOps is, it can be a bit confusing. By providing devs with resources, OpFocus helps them create better implementations.
- As a consumer of O’Reilly books, David was enthusiastic about joining their lineup of resource books. To write the book, David compiled his teachings from the Dashboard Dojos with his passions for dashboards into one integrated resource.
- While the book covers many topics, there are a few David thinks are the most important. Inside the book you’ll find resources for extending your reporting reach, ways to combine features, and how to properly utilize trending.
- If you’re struggling with your reports, the best thing you can do is play around with dashboards. Try running reports on the same dashboard with different components, or clone an existing dashboard and try to see how you can improve it.
- Writing a book is a daunting task, but leaning on your editor makes the process much easier. As you write chapter after chapter, their feedback will help bind everything together into a seamless experience.
Quote of the Show:
- “Nobody's coming out of school with a degree in rev ops yet.” - David Carnes
Links:
- LinkedIn: https://www.linkedin.com/in/davidpcarnes3/
- Website: https://opfocus.com/
- Dashboard Dojo: https://www.dashboarddojo.com/
- Book Link: https://a.co/d/1GsBLuK
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