Reports And Dashboard Scenarios

Company XYZ, a retail business, is using Salesforce to manage its sales activities. They want to analyze their sales performance across different regions, product categories, and sales representatives to identify trends, opportunities, and areas for improvement. Here’s how they can utilize tabular, matrix, summary report, and a dashboard:

Tabular Report: Sales Transactions Summary

Scenario: Company XYZ wants a detailed list of all sales transactions for a specific time period, including the sales rep, customer, product, quantity sold, and revenue generated. Purpose: This report helps in reviewing individual sales transactions, identifying top-selling products, analyzing sales rep performance, and tracking revenue generated from each sale.

How to create this report:

1. Navigate to Reports: Click on the “App Launcher” icon (the grid-like icon) at the top left corner of the screen. Search for “Reports” and click on it to open the Reports tab.

2. Create a New Report: Click on the “New Report” button to create a new

3. Select Report Type: In the “Select Report Type” window, choose the appropriate report type. Since you want to create a report on sales transactions, you might select an object related to sales or transactions, such as “Opportunities” or “Orders.” Choose the object that best fits your requirements. For this example, let’s select “Opportunities.”

4. Choose Filters: Set the filters to specify the period for which you want to generate the report. You can filter based on the “Close Date” field to select the desired time frame.

5. Select Fields: Drag and drop the necessary fields from the left pane to the report builder area. Include fields such as:

Opportunity Owner
Customer (Account or Contact)
Has Product
Quantity
of related products
Revenue (Amount or Total Price) You may need to navigate through related objects to access certain For example, to get the Product information, you may need to include fields from the related Opportunity Products or Order Products object.

6. Customize Columns: Rearrange and customize the columns, as You can reorder them by dragging and dropping, renaming them for clarity, and adjusting the formatting.

7. Apply Summary Formulas (Optional): If you want to calculate additional metrics such as average revenue per sale, total revenue, or top-selling products, you can apply summary Salesforce provides various built-in summary functions like SUM, AVG, MAX, MIN, etc.

8. Preview the Report: Click on the “Preview” button to see how your report looks. This step allows you to make any necessary adjustments before saving the report.

9. Save and Run the Report: Once you’re satisfied with the report, click on the “Save & Run” button to save the report and view the results.

2. Matrix Report:

Scenario: Company XYZ wants to compare sales performance across different regions and product categories. Purpose: This report provides a cross-tabulation of data, allowing them to see sales figures broken down by region and product category. It helps in identifying which regions are performing well, which product categories are popular, and where adjustments might be needed to boost sales in underperforming areas.

How to create this report:

1. Navigate to Reports: Click on the “App Launcher” icon in the top-left corner of the screen, search for “Reports,” and click on it to open the Reports tab.

2. Create a New Report: Click on the “New Report” button to start creating a new report.

3. Select Report Type: In the “Select Report Type” window, choose the appropriate Since we’re considering sales performance, select the “Opportunities” object.

4. Choose Filters: Apply filters to focus on the data relevant to the report’s purpose. For this scenario, you might filter based on:

Close Date: Select the time period you want to
Opportunity Stage: Choose stages that indicate the opportunity is closed, such as “Closed Won.”

5. Group Rows: Drag and drop the “Region” field from the available fields onto the “Group Rows” section. This will group the data by region.

6. Group Columns: Similarly, drag and drop the “Product Codes” field from the available fields onto the “Group Columns” section. This will create columns representing different product categories.

7. Add Summary Fields: Drag and drop relevant fields like “Amount” or “Total Price” into the “Summarize” section to calculate the total sales amount for each combination of region and product category.

8. Customize the Report: Rearrange columns, rename them for clarity, and adjust formatting as needed to make the report easy to read and understand

9. Preview the Report: Click on the “Preview” button to see how your report looks. This step allows you to make any necessary adjustments before saving the report.

10. Save and Run the Report: Once you’re satisfied with the report, click on the “Save & Run” button to save the report and view the results.

3. Dashboard:

Scenario: Company XYZ wants a visual representation of key sales metrics and KPIs to monitor sales performance in real time.

Purpose: The dashboard provides a graphical overview of sales data, including revenue, top-selling products, sales by region, and performance against targets. It helps in quickly identifying areas of concern, tracking progress toward goals, and making informed decisions to optimize sales strategies.

STEPS: –

Step 1: Go to the Dashboard and click on New Dashboard Button.

Step 2: Enter the Name for the Dashboard.

Step 3: Add the chart.

Step 4: Select the report for the Dashboard.

Step 5: (If the report is other than a tabular report)Select the Component for Dashboard then Save.

Problem solved: By utilizing these reports and dashboard, Company XYZ can gain valuable insights into its sales performance, identify growth opportunities, and make data-driven decisions to improve sales effectiveness. They can track individual sales reps’ performance, identify top-selling products and regions, analyze sales trends over time, and make informed decisions to optimize their sales strategy, ultimately leading to increased revenue and business success.

Scenario 3: – Open Opportunities Report (Tabular report Example).

As a sales manager, you want a basic report that shows all open opportunities in your

Salesforce org. This report will help you quickly assess the current pipeline and prioritize follow-up actions.

Steps:

1. Report Creation:

Go to the “Reports” tab in
Click on the “New Report” button.

2. Selecting Report Type:

Choose the “Opportunities” report
Click “Continue.”

3. Report Setup:

You’ll see a list of available fields related to
Drag and drop the following fields onto the report builder:

“Opportunity Name”
“Opportunity Owner”
“Stage”
“Amount”

Arrange the fields in the order you

4. Preview:

Click on the “Run” button to preview the
You’ll see a table displaying the opportunity name, owner, stage, and amount for all open opportunities in your org.

5. Save and Share:

If the report looks good, click on “Save & “

Outcome: You now have a simple tabular report in Salesforce that shows all open

opportunities in your org. This report provides a quick overview of the current sales pipeline, allowing you to focus on opportunities that need attention.

Matrix Report Ex: -