LeadSquared

In this video, you learn how to use Sierra’s reporting and dashboard tools in LeadSquared. First, you see the report page: how profiles control who can view each report, and how to pin and tag reports. Next, an admin creates a profile to share reports and dashboards with different user groups. Then, you learn about Sierra’s ready data sets (like leads and activities) that make report building faster. You’ll build a report step by step: choose a data set, add rows, columns, filters, charts, and basic calculations. Finally, you make a dashboard: add report widgets or an external link, set filters, share it, and set it as your home page. By the end, you’ll know how to create, share, and manage reports and dashboards to track key numbers.