How do I access my org chart in Salesforce?
Once enabled, the org chart can be accessed from either a separate tab on the Navigation Bar or directly from each Account’s Lightning Record Page. Accessing the org chart from the tab has the advantage that Accounts can be searched across your entire Salesforce org (so switching between Accounts becomes seamless).
How do I create a report hierarchy in Salesforce?
The standard ‘Reports To’ field is used to build the hierarchy. Even though you can use existing data from this field, you can populate/update that field by using drag-and-drop to arrange the Contact records exactly where they should be, into the person they’re reporting to. Take a look at the organizational structure above.
What needs improvement with Salesforce’s interface?
Looking at the standard Salesforce interface, there is much to be desired. There is a wealth of data stored at the Contact level that would be very useful for the sales team to tap into, to show a Contact’s influence in the organization (relative to other colleagues) and how they could potentially help you cross-sell into different teams.
How do I add a chart to the source report?
The source report format is summary or matrix. The source report has a chart. All set? Let’s go! Go to the page layout editor for the object you’re adding a chart to. In this example, I’m using Cases. In general, choose the object you're working with. For a standard object, from Setup, click Customize | Cases | Page Layouts.
The issue with the standard forecasting feature for SaaS companies
Most SaaS companies need to forecast ACV (Annual Contract Value), and not TCV (Total Contract Value), because VCs evaluate SaaS companies based on their ARR (Annual Recurring Revenues). The standard forecast feature within Salesforce isn’t well suited for ACV, as it’s based on the amount field, which isn’t the ACV at all. But why ?
Create SaaS metrics fields on opportunities
You can easily compute an ACV field based on the TCV (Amount) field. All you need is a number custom field to input the forecasted contract term, preferably expressed in months. The default value could be 12 months for example. Also, I suggest you to make is mandatory on the opportunity page layout.
Create a new forecasting type based on the ACV currency field
Next, you’ll need to enable opportunity splits so you can create a forecast type based on this split. Go to the setup menu and enter opportunity splits. Before, just make sure that you don’t have inactive currencies on any opportunity, closed or open.
What is Visualforce Charting?
Visualforce charting gives you an easy way to create customized business charts, based on data sets you create directly from SOQL queries, or by building the data set in your own Apex code. By combining and configuring individual data series, you can compose charts that display your data in ways meaningful to your organization.
Why Would You Use Visualforce Charting?
Use Visualforce charting when the standard Salesforce charts and dashboards are insufficient, or when you wish to compose custom pages that combine charts and data tables in ways that are more useful to your organization.
Alternatives to Visualforce Charting
Salesforce provides a number of dashboards and reports, which support a variety of business charts. These charts can be simpler to create and customize because they do not require programming in Visualforce or Apex.
Squivr Org Chart Features
The Squivr Org Chart is one of the easiest ways to set up, visualize and interact with every part of a company’s structure from both the perspective of an Account, as well as a Contact hierarchy.
Squivr Playbook Features
Squivr Playbook ensures your sales methodology is followed, and scores your progress towards completion for each individual Opportunity (or any other Salesforce object).
Use Cases
One of the main advantages for both these teams, is to easily add Contact Roles to Opportunities. Rather than clicking into individual Contact or Opportunity, Squivr makes this step hassle free.
Setup
The Squivr setup is intuitive, from package installation to user provisioning. The Squivr team provide a complete installation guide, as well as a user setup walkthrough to ensure a successful start. In case additional support is needed, you can also submit a request for the Squivr team to lend a hand.
Pricing
Squivr offers 1 to 3 free users for prospects, and a couple of pricing options which you can explore on their AppExchange listing.
Summary
Squivr strives to improve accuracy and efficiency in the user experience and will surely make a difference in your revenue teams’ Salesforce experience – better insights and reducing user friction that multiple field edits and clicks causes.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.
Can you add a chart to a report?
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.