Salesforce Guaranteed-to-Run

Salesforce KPI Dashboards

Master Salesforce KPI Dashboards to design real-time, actionable insights for sales and service teams, solving the critical pain point of delayed decision-making due to fragmented data. Ideal for Salesforce administrators, business analysts, and CRM consultants, this course equips learners with skills to build dynamic dashboards that align with business goals. With over 150,000 Salesforce-certified professionals globally, demand for dashboard expertise is rising across enterprises leveraging CRM Analytics.

This course prepares you for the Salesforce CRM Analytics and Einstein Discovery Consultant certification, which validates skills in dashboard design (13% exam weight) and implementation (19%). Koenig Solutions provides official vendor-authorized courseware and 30-day lab access for hands-on practice. Graduates gain the expertise to drive data-informed strategies and advance into high-impact analytics roles.

24 Hours (3 Days)
Live Online / Classroom
0+ professionals trained

Training Formats & Pricing

1-on-1 On Request
Dedicated instructor, your schedule
Available in all languages
Fastest
Public Batch On Request
Group class, fixed schedule
Available in all languages
Most Popular
Self-Paced On Request
Recorded sessions, learn anytime
Available in all languages — delivered within 24 hours
Best Value

100% Happiness Guarantee · Free Rescheduling · Secure Payment

Course Overview

The Salesforce KPI Dashboards course by Salesforce is designed for professionals preparing for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam, a credential recognized globally for its expertise in enterprise analytics. This training serves business intelligence developers, Salesforce consultants, and analytics administrators seeking to master data-driven decision-making within the Salesforce ecosystem. With over 150,000 active users in the Trailblazer Community leveraging CRM Analytics, demand for certified professionals has surged across financial services, healthcare, and technology sectors. The course equips learners with the skills to design, implement, and optimize performance-tracking dashboards that align with real-world business objectives, making it ideal for those advancing into analytics-focused roles on the Salesforce platform.

Participants engage directly with core Salesforce technologies including CRM Analytics (formerly Einstein Analytics), Einstein Discovery, Salesforce Analytics Query Language (SAQL), Dataflows, Datasets, and extended metadata (XMD) files. The hands-on lab component is conducted in a provisioned CRM Analytics Developer Edition org, where students build end-to-end analytics solutions by ingesting external data, creating datasets, and constructing interactive KPI dashboards using SAQL and JSON configurations. A key project involves designing a predictive sales dashboard that integrates Einstein Discovery stories, applies row-level security, and implements write-back functionality to Salesforce, simulating critical business scenarios such as forecasting and churn analysis. These labs are supported by 90 days of cloud-based access, ensuring mastery in a real-world aligned environment.

This course directly prepares candidates for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification, which validates advanced skills in dashboard design, data modeling, and AI-powered insights. Certified professionals earn an average salary of $115,000 annually in the U.S., with career advancement into roles such as Analytics Consultant, BI Specialist, or Senior Analytics Architect. Koenig Solutions enhances this learning with official Salesforce courseware, Guaranteed-to-Run scheduling, and expert-led instruction, ensuring comprehensive exam readiness. Graduates gain the strategic ability to transform raw data into actionable KPIs, positioning them to lead analytics initiatives and drive measurable business outcomes in data-centric organizations.

What You'll Learn

Design Salesforce KPI dashboards with Analytics widgets to visualize key performance indicators clearly.
Configure Salesforce CRM Analytics data integrations to ensure seamless data flow and accuracy.
Build Salesforce dashboards featuring dynamic filters and bindings for real-time, tailored insights.
Implement number widgets to display essential business metrics effectively within Salesforce.
Customize Salesforce dashboards using the Advanced Editor and SOQL for advanced data manipulation.
Embed Salesforce CRM Analytics dashboards into Lightning Experience for a unified user interface.

Skills You'll Gain

Salesforce Reports Salesforce Dashboards KPI Dashboard Design CRM Analytics Salesforce Einstein Analytics Dashboard Components Report Filters Dashboard Refresh Data Visualization SAQL Queries SOQL Queries Dashboard Performance Dataset Management Extended Metadata (XMD) Dynamic Dashboards Salesforce Lightning Dashboards Cross-Filtering

Prerequisites

Recommended knowledge before taking this course
  • A solid grasp of Salesforce Lightning Experience is essential for mastering Salesforce KPI Dashboards. This knowledge helps you navigate the platform efficiently, enabling you to create impactful dashboards that drive business insights. Salesforce Lightning Experience is used by over 90% of Salesforce users globally, making this foundational skill critical for effective dashboard management and KPI visualization.
Corporate Training
Get a Corporate Quote

Volume discounts · Dedicated account manager · Custom scheduling

Certification Exam

Everything you need to know about the Salesforce KPI Dashboards certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Let's Talk

Request for more information

Salesforce KPI Dashboards

We'll respond within 1 business day · No spam, ever.

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

82%

of Salesforce KPI Dashboards certified professionals report career advancement within 6 months

Salary Impact

+28%

Average salary increase reported after obtaining the Salesforce KPI Dashboards certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • CRM Analytics Consultant
  • Salesforce Analytics Specialist
  • Einstein Analytics Developer
  • Business Intelligence Consultant
  • Analytics Solutions Architect
  • Salesforce Data Analyst

Companies Hiring

5,000+
Accenture Deloitte Slalom Salesforce Intuit Cognizant PwC Capgemini TCS Infosys

and 5,000+ organizations worldwide seeking Salesforce KPI Dashboards certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the Salesforce KPI Dashboards training course

Is the Salesforce KPI Dashboards certification exam included in the course fee, and what is the cost if separate?
The Salesforce KPI Dashboards certification exam is not included in the course fee and must be purchased separately. The exam fee for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant credential is $200 USD plus applicable taxes. This certification covers KPI dashboard design and implementation as part of its core competencies, with the exam administered via Pearson VUE.
What training formats are available for the Salesforce KPI Dashboards course, and is it Guaranteed-to-Run?
Koenig offers the Salesforce KPI Dashboards course in live online instructor-led and classroom formats, both Guaranteed-to-Run. Students can choose 1-on-1 private training or public batches, with all sessions conducted by certified Salesforce trainers. The course is not available in self-paced format, ensuring real-time interaction, immediate doubt resolution, and structured learning aligned with official Salesforce certification paths.
How long is lab access provided, and what type of environment is used for hands-on practice?
Koenig provides 90 days of lab access for the Salesforce KPI Dashboards course using cloud-hosted Salesforce Trailhead Playground environments. These sandbox instances are vendor-provided, secure, and fully functional, allowing students to practice dashboard creation, data modeling, and Einstein Analytics configurations in real-world scenarios without impacting production systems or requiring local installations.
What is Koenig's rescheduling and cancellation policy for the Salesforce KPI Dashboards course?
Koenig allows free rescheduling of the Salesforce KPI Dashboards course with more than 7 days' notice. If rescheduled or cancelled within 10 or fewer days of the start date, a 50% fee of the total purchase amount applies. Each enrollment permits only one reschedule, and all public batches are Guaranteed-to-Run, ensuring training continuity.
What is the format, number of questions, time limit, and passing score for the Salesforce KPI Dashboards certification exam?
The Salesforce KPI Dashboards certification exam is part of the Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam, which includes 60 scored multiple-choice questions and up to 5 unscored items, with a 90-minute time limit. The passing score is 65%, requiring at least 39 correct answers, and the exam is delivered via online proctoring through Pearson VUE.
How long is the Salesforce KPI Dashboards certification valid, and what is the renewal process?
The Salesforce KPI Dashboards certification is valid for 3 years, as it is part of the Salesforce Certified CRM Analytics and Einstein Discovery Consultant credential. To renew, professionals must complete the Salesforce-mandated maintenance module on Trailhead before expiration, which includes updates on new features and a quiz, with no additional fee required for renewal.
What post-training support does Koenig provide after completing the Salesforce KPI Dashboards course?
Koenig provides 30 days of post-training support for the Salesforce KPI Dashboards course, including email access to certified instructors, recorded session access, and exam preparation guidance. Students also receive practice test questions, digital courseware, and a certificate of completion to reinforce learning and support certification success.
What are the recommended prerequisites or experience needed for the Salesforce KPI Dashboards course?
The recommended prerequisites for the Salesforce KPI Dashboards course include 2+ years of Salesforce experience, familiarity with reporting, data modeling, and security concepts, and prior completion of the Salesforce Administrator certification. Hands-on experience with CRM Analytics, SAQL, and dashboard design principles is strongly advised to fully benefit from the course content and pass the certification exam.
What is the average salary and career impact of earning the Salesforce KPI Dashboards certification?
Professionals with the Salesforce KPI Dashboards certification earn an average salary of $115,000 annually in the U.S., with ranges from $100,000 to $145,000 based on experience and location. The credential opens roles such as CRM Analytics Consultant, BI Developer, and Analytics Specialist, with high demand in financial services and healthcare sectors.
How does Koenig's Salesforce KPI Dashboards training compare to self-study options?
Koenig's Salesforce KPI Dashboards training offers structured learning with expert instructors, 90 days of lab access, and exam-focused preparation, unlike self-study which relies on free Trailhead modules. Koenig includes post-training support, practice tests, and Guaranteed-to-Run scheduling, significantly increasing certification success rates compared to unguided self-study approaches.
100%

Happiness Guarantee

We are so confident in the quality of our training that we offer a full money-back guarantee. Not satisfied? Contact us within 24 hours of your first session — we'll refund you completely, no questions asked.

Full Refund

Within 24 hours

No Questions

Asked ever

Secure Payment

Encrypted checkout

PCI DSS

Compliant
Learning Path

What's Next After Salesforce KPI Dashboards

Continue your learning journey after Salesforce KPI Dashboards

Fundamentals
Associate
CRT-101
Salesforce Certified Platform Foundations
CRT-201
Salesforce Certified Marketing Cloud Engagement Foundations
CRT-501
Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Current Course
CRT-251
Salesforce Certified Marketing Cloud Administrator
CRT-403
Salesforce Certified Platform App Builder
Expert
CRT-601
Salesforce Certified Technical Architect
CRT-701
Salesforce Certified Application Architect