X. REPORTS and DASHBOARD
1. Create a dashboard on lead which shows the below details:
o Lead Created By Month
Creating a report on the Lead object:
1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New
Report”button.
2. In the report type selection screen, choose “Leads” from the list of standard objects. This will allow you
to create a report specifically for Lead records.
3. Customize Report:
• Columns: Choose column Last Name, Company/ Account, Lead Source and Rating.
• Group Data: Created Month
• Filters: Show Me – All Leads, Create Date
4. Save and Run the Report: After customizing your report, click “Save & Run.” Provide a name Lead Created By Month for report and, if desired, a description. Choose the folder where you want to save it.
o Leads By Interested In Project
1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New Report”
button.
2. In the report type selection screen, choose “Leads” from the list of standard objects. This will allow you to create a
report specifically for Lead records.
3. Customize Report:
• Columns: Choose column Last Name, Lead Source, Rating and Phone
• Group Data: Lead Source
• Filters: Show Me – All Leads, Create Date, Lead Source
4. Save and Run the Report:
After customizing your report, click “Save & Run.” Provide a name Leads By Interested In Project
for report and, if
desired, a description. Choose the folder where you want to save it.
o Lead By Source (Real Estate)
1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New
Report” button.
2. In the report type selection screen, choose “Leads” from the list of standard objects. This will allow you
to create a report specifically for Lead records.
3. Customize Report:
• Columns: Choose column Last Name, Rating and Phone
• Group Data: Lead Source
• Filters: Show Me – All Leads, Create Date, Lead Source
4. Save and Run the Report:
After customizing your report, click “Save & Run.” Provide a name Lead By Source (Real Estate) for report and, if desired, a description. Choose the folder where you want to save it.
o Leads By Status
1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New
Report” button.
2. In the report type selection screen, choose “Leads” from the list of standard objects. This will allow
you to create a report specifically for Lead records.
3. Customize Report:
• Columns: Choose column Last Name, Lead Source and Rating.
• Group Data: Lead Status
• Filters: Show Me – All Leads, Create Date, Lead Source
4. Save and Run the Report:
After customizing your report, click “Save & Run.” Provide a name Leads By Status (Real Estate) for report and, if desired, a description. Choose the folder where you want to save it.
o Leads By Rating
1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New
Report” button.
2. In the report type selection screen, choose “Leads” from the list of standard objects. This will allow you
to create a report specifically for Lead records.
3. Customize Report:
• Columns: Choose column Last Name, Lead Source and Phone.
• Group Data: Rating
• Filters: Show Me – All Leads, Create Date, Rating
4. Save and Run the Report:
After customizing your report, click “Save & Run.” Provide a name Leads By Rating for report and, if desired, a description. Choose the folder where you want to save it.
Dashboard: Real Estate Leads
You’ll learn to create, analyze, and automate reports and dashboards for property sales and real estate data.
Yes, this is a free training module focused on Salesforce reports and dashboards.
The training covers key best practices, such as structuring reports, using filters, and optimizing dashboards for real estate.
You’ll learn to create summary, tabular, matrix, and joined reports tailored for real estate businesses.
The training demonstrates automating scheduled reports and customizing dashboards for real estate insights.
No prior experience with Salesforce is needed. The tutorial is beginner-friendly and provides step-by-step guidance, covering the basics of reports and dashboards. Basic CRM knowledge can be helpful but isn’t required.
Dynamic dashboards allow users to view data as per their security settings without needing separate dashboards for each user. Instead of hard-coding a specific user’s data, the dashboard dynamically adjusts based on the viewer’s permissions.
Yes, Salesforce provides default report templates like Leads by Source, Opportunity Pipeline, and Account Activity. For specialized needs, you can create custom templates or use free templates, such as property sales report templates, tailored to your industry.
