video1.0<iframe src="https://www.loom.com/embed/7c89e7c85b6f4161a64a935dd9ce2023" frameborder="0" width="1914" height="1435" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14351914Loomhttps://www.loom.com14351914https://cdn.loom.com/sessions/thumbnails/7c89e7c85b6f4161a64a935dd9ce2023-cfe548992437032e.gif165.426In this video, I walk you through how to create custom reports for our team, focusing on growth and dashboard reports. I share how we track key metrics like opportunity status, email delivery rates, and call statistics. I also explain the process of scheduling these reports to be delivered weekly or monthly, ensuring we have the data we need right when we start our week. Please take a moment to familiarize yourself with this reporting tool, as it has significantly improved our team's efficiency.