To create a custom metric, click on “+ New Custom Metric” Make sure to set the select the setting for these metrics as shown below: Scope = Hit. Formatting Type = Currency (Decimal). Repeat this procedure for the rest of the custom metrics you want to create.
Full Answer
How to create a chart with Salesforce?
Reports in Salesforce | How to create Reports and Charts
- Tabular Reports. Tabular reports are the simplest form of reports in Salesforce. ...
- Summary Reports. Summary reports are similar to tabular reports but also provide groupings of rows, display of subtotals based on the value of a particular field.
- Matrix Report. ...
- Joined Report. ...
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
How to use Salesforce everyday?
Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.
How do I use Salesforce?
With Dynamic Forms you’ll be able to:
- Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” tab)
- Use visibility rules to make fields and components appear and disappear based on criteria you choose
- Do away with multiple page layouts
- Improve page load times
How do I create a metric report in Salesforce?
0:042:36Creating Metric Report in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis allows us to automatically populate data from a Salesforce report into hoopla to start you'reMoreThis allows us to automatically populate data from a Salesforce report into hoopla to start you're going to log into your Salesforce instance and navigate to the report. Section.
What is a metric in Salesforce?
Metric. Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed , Commit , and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.
How do I create a KPI in Salesforce?
KPIs to set up in Salesforce Dashboard#1. Lead Response Time.#2. Follow-up Contact Rate.#3. Open Pipeline Value.#4. Pipeline Value Forecast.#5. Average contract value.#6. Average Sales Cycle Length.#7. Sales Activity.#8. Outbound-Calls.More items...
How do you use metric charts in Salesforce?
0:466:01How to Create a Metric Dashboard Component in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOr you could do new dashboard i'm going to go into the test dashboard. And hit edit. Click componentMoreOr you could do new dashboard i'm going to go into the test dashboard. And hit edit. Click component and from here we're going to choose our source report so the source. Report is going to determine.
Does Salesforce have a KPI dashboard?
This dashboard is targeted at service executives and provides insight into important trends, which helps them make staffing and training decisions. Executives can also monitor performance against set key performance indicators (KPIs), which helps them refine organization goals based on past performance.
How do I create a gauge chart in Salesforce?
Create a Gauge ChartIn the explorer, click. ... In the Value field, add the measure that you want to analyze, like average opportunity amount.To compare the measure across every member of a category, like every account owner, add the dimension in the Trellis field.More items...
What KPIs does Salesforce use?
Here are the top 14 Salesforce KPIs to start keeping track of:Lead Response Time.Follow-Up Contact Rate.Sales Activity.Quarterly Performance.Average Contract Value.Average Sales Cycle Length.Email Open Rate.Number of Outbound Calls.More items...•
How salesforce performance is measured?
You can measure the performance of your Salesforce Org in Experience Page Time or EPT in short. EPT measures how long it takes for a page to load into a state that a user can meaningfully interact with. Now navigate to different pages and check how much time the page takes to load.
How do you set KPI for sales team?
Learn how to define your organization's KPIs.Trials.Sales Qualified Leads.Sales Opportunities.Number of Monthly Onboarding and Demo Calls.Call Volume per Rep.Sales Cycle Length.Sales per Rep.Contact to Customer Conversion Rate.More items...•
What is metric dashboard component Salesforce?
A metric component displays a single value in a dashboard - just the value and its title. For example, the total value of opportunities in the pipeline, or the total number of cases currently open.
How do I create a funnel report in Salesforce?
0:282:40How to Build a Sales Funnel with Reports and Dashboards ...YouTubeStart of suggested clipEnd of suggested clipReport the first thing i'm going to do is go to the reports tab of the sales. App we're making anMoreReport the first thing i'm going to do is go to the reports tab of the sales. App we're making an opportunity sales funnel so i'm going to select opportunities as the object for my report.
How do I create a dashboard in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...
How to add custom dimensions to Google Analytics?
Step 1: Create custom dimensions. Open your Google Analytics account. Click on Admin. In the bottom of the middle column, you’ll find “Custom Definitions”. Click on “Custom Dimensions”. Then, add custom dimensions to your Google Analytics property.
What is custom dimension?
Custom dimensions and custom metrics are like default dimensions and metrics in your Analytics account, except you create them yourself. You can use them to collect and analyze data that Analytics doesn’t automatically track, such as the information from Salesforce.
Get a Baseline for Metrics
With a better understanding of the service metrics world, Sita turns her attention to her own contact center to apply what she’s learned. She reaches out to Ryan De Lyon, her customer service manager, to see if together they can get better insight into the effectiveness of customer service at Ursa Major.
Identify Metrics That Matter
This is exactly the kind of freedom Ryan was looking for. With Sita’s buy-in, Ryan dives in and comes up with some areas for opportunity.
Finalize Your Service Metrics Strategy
Ryan takes some time and comes back to Sita with a thorough plan. He identifies a group of core metrics and outlines how those metrics can help Ursa Major reach its customer service goals.
Identifying your Sales KPIs
At some point, hopefully, you’ve sat down as a sales team and explored what the key metrics are to determine the desired level of activity of your sales team. You may have identified two, three, four or more key activities, but chances are it’s not many more than that.
How Many? It Should be Black and White
Now that the metric has been established, and the required number of times it should occur each week has been determined, you need to reinforce with every member of the sales team that this is the desired objective. So, come Friday afternoon, a salesperson and sales leader will easily be able to identify whether or not the goal was achieved.
How to Configure and Capture KPIs in Salesforce
Ok, so if you’re still here and you’ve bought into this premise that a solid KPI is an essential tool in your Sales Leader arsenal, the next piece is to determine how you are going to accurately capture this information. Hello Salesforce Activities!
Tracking Your KPIs with Salesforce Activity Reports
So far so good, right? Ok, so now it’s time to put together a report your Sales Leaders will love. Pretty straightforward stuff actually. Create a New Report using the Activities Report Type. Go with the top option, Tasks and Events. Remember, Log a Call and New Task are both “Tasks” to Salesforce.
Micro-managing, or Managing?
I meet an incredible number of Sales Leaders that are averse to managing their teams this way. They feel that is too intrusive, or too granular and claim that it is micro-managing their team. I’ve heard Sales Leaders claim that they have a senior sales staff that really won’t adapt to this level of management style.
Get Your Sales Teams to Embrace Salesforce
We’ll show your sales people how they can become more productive with Salesforce.
Refine Your Account Forecast Calculations
With Manufacturing Cloud, account forecasts are sophisticated and detailed. To ensure that the forecast calculations are as accurate as possible, Cindy can make two more choices on the Account Forecasting page in Setup.
Take Charge of Your Own Metrics
As we saw in Unit 1, Cindy can create custom metrics for sales agreements that surface data such as inventory, pricing, and other unique data points to agreement terms. She can do the same for account forecasts. Cindy can create quantity-based factors or revenue-based custom metrics for Badger Parts.
Declutter the Forecast Display
Next, Cindy has to simply arrange the display of the Account Forecast page for account managers like Vance. While working on a page that’s full of numbers, it’s easy to get distracted. Vance can toggle between the quantity metrics and revenue metrics on the Forecast tab of an account page, but Cindy wants to do something more to help him.
Formulas and Concoctions for Forecasts
Cindy has set up forecasts for all Badger Parts accounts. But the question remains, how to calculate the forecasts? Forecast calculations are sophisticated and usually involve some mathematical wizardry.
