How to take a Salesforce report and put it on a dashboard?
If you want to take a Salesforce report and put it on a dashboard you should follow the next steps. Step 1. Edit a Dashboard Go to the dashboards tab, pick a dashboard, and click on “Edit”. Step 2. Click on Add Plus Component
What are the standard report types in Salesforce?
By default, Salesforce gives us standard report types. Standard report types are already present for all of our standard objects e.g. “Contacts & Accounts” or “Opportunities with Products”. Salesforce also automatically created standard report types for every custom object and relationship we build.
How to delete a report in Salesforce?
To delete the Salesforce report from the Reports tab you need to go to the “Reports” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
What tricks should Salesforce power-users know?
These are the tricks Salesforce power-users should know to ultimately create the reports users need – even with challenging data models – in the most efficient and scalable way (with minimal additional configuration). Let’s have a look at some of the more advanced reporting options that Salesforce offers.
What is sales forecast?
A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy.
What is CRM in sales?
Customer relationship management (CRM) is the best way to forecast sales revenue. A CRM solution helps you find new customers, win their business, and keep them happy. Salesforce is the #1 CRM, giving sales leaders a real-time view into their entire team’s forecast.
What should a forecast be based on?
What: Forecasts should be based on exactly what solutions you plan to sell. In turn, that should be based on problems your prospects have voiced, which your company can uniquely solve.
Is sales forecasting transparent?
No matter how a company calculates its sales forecasts, the process should be transparent. And at the end of the day, sales leadership has to be responsible to call a number. Whether met, exceeded, or missed, the forecast responsibility falls on them.
What is a super handy date filter?
You know that super handy date filter that comes standard with every report? The one that allows you to filter records not only based on concrete dates, but also relative ones ( This Year, Next Month, Last Fiscal Quarter, etc.)?
Can you group dates in Salesforce?
Salesforce similarly allows you to group date fields in reports by week, month, quarter or year so that you can spot long-term trends in your data . This feature is currently only accessible in the Classic report editor, but users may view reports using this feature in either interface.
How to find out which quarter a date falls in?
This formula returns the number of the quarter that date falls in (1–4) by dividing the current month by three (the number of months in each quarter) and taking the ceiling.
How to add days, months, and years to a date?
Add Days, Months, and Years to a Date. If you want to add a certain number of days to a date, add that number to the date directly. For example, to add five days to a date, the formula is date + 5. Adding years to a date is fairly simple, but do check that the future date is valid.
How to find the number of months between two dates?
To find the number of months between two dates, subtract the year of the earlier date from the year of the later date and multiply the difference by 12. Next, subtract the month of the earlier date from the month of the later date, and add that difference to the value of the first set of operations.
How to calculate how many business days between two dates?
The basic strategy is to choose a reference Monday from the past and find out how many full weeks and any additional portion of a week have passed between the reference date and your date. These values are multiplied by five for a five-day work week, and then the difference between them is taken to calculate business days.
Can you add months to a date?
Adding months to a date is slightly more complicated because months vary in length and the cycle of months restart with each year. So a valid day in one month, January 31, might not be valid in another month, February 31. A simple solution is to approximate each month’s length as 365/12 days:
What is an analytical snapshot in Salesforce?
Analytical snapshots capture data at scheduled points in time, which then allow you to build historical reports. This is especially useful if you need to see long term trends in your data that is just not possible with standard functionality. The normal reports in Salesforce allow you to see the data “as is” in realtime. But if for example you wanted to see how many cases are open on a single day and the trend that this creates, we will need to use Analytical Snapshots.
What is a custom summary formula?
Custom Summary Formulas are used exclusively on reports and can be positioned to calculate complex data from your summary levels. At first this seemed a bit daunting to me, but lets look at an example that will help put this into context.
What is an exception report?
2. Exception Reports (Cross Filters) Exception Reports are used to show you where data does not exist and are built by using Cross Filters. Cross Filters can be found in the normal filter drop down and can be created off of any report type that has a child object related to it.
What is the report builder?
One of the things that makes the Report Builder super easy to use is the ability to easily drag groupings to move them between rows and columns in reports. We use a matrix style report to display summaries from two or more levels of groupings in a grid. This allows you to display more data in a smaller space and makes quick comparisons across groups.
What is bucketing in matrix reports?
Matrix reports are a useful way to view data, but what if you need to organize your groupings by categories? That’s where bucketing comes in. Bucketing lets you segment your report data on the fly by defining a set of categories, or “buckets,” to sort, group, or filter the records.
