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Account Activity Dashboard
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06-01-2009 09:23 AM
Hi,
I have been trying for a while nw to buil a dashboard to summarized activity by account in salesforces. I keep failling.
I would appreciate any help.
Thanks,
Nadine Nana
Re: Account Activity Dashboard
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06-03-2009 10:37 AM
You'll want to start by making a report of type Activities, then Activities & Accounts. Make it a summary report, sum on record count, and group by Account Name. That would be a good start to making your dashboard.

