Sales Cloud Report Sharing Center

Sales Cloud Shared Reports


    Madhav Reddy
    Negative Reporting Dashboard
    Topic posted August 8, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Activity, Assets, Customer, Dashboard, Opportunity, Product, Reporting and Analytics, Sales Executive, Sales Manager, Sales Representative, Shared Reports 
    Negative Reporting Dashboard
    Sales Manager/Rep needs to see the Account without Activities, Products without Revenues, Expiring Assets without new Opportunities and other negative reports

    Business Use Case:


    As a Sales Manager, I want to see the negative reporting data i.e.

    • Customer where there have been no activities in the last 30 days (or selected time period)
    • Customers for which no Opportunity has been raised in the last 30 days (or selected time period)
    • Customers without any SRs in last 30 days (or selected time period)
    • Product that hasn’t contributed to Revenue in last 30 days (or selected time period)
    • Assets that are expiring in next month (or selected time period) and which don’t have any associated Opportunity raised


    Negative Reporting:

    Since the dashboard here has all the reports that shows the data in a negative context, it is aptly named as negative reporting dashboard.
    This dashboard is an example of how a negative report can be created with few examples.

    Essentially, to create a negative report, following high level steps are to be performed:

    Let’s take a simple case where we want to see all the Accounts without any Activities

    Step 1: Get the list of all the accounts (A)
    Step 2: Get list of the accounts with activities (B)
    Step3: A – B will give us the list of all the Accounts without activities

    Thus to create such a report, we need to use a SET operation (MINUS).

    The Catalog file attached here has a dashboard that essentially uses the same principle above for each of the reports and it shows –

    1. Customer without Activities:
      Customers that do not have any associated activities for a given time period, so that the Sales Representatives can plan a meeting accordingly.
    2. Customer without Opportunities:
      Customers’ existing in the system that do not have any Opportunities created for the selected time period, so that Sales Rep can review these accounts for next actions
    3. Customer without SRs :
      Customers existing in the system who have not raised any SR for a given time period
    4. Product without Revenue:  
      What are the Products that have not contributed to revenue for a selected time period
    5. Expiring Assets without Opportunities:
      What are the Assets that are expiring in a selected time period, which don’t have any related Opportunity created in the system

    How to deploy:

    1. Un-archive “Negative Reporting Dashboard” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Negative Reporting Dashboard comprises 5 reports, 5 Saved Query reports and 5 dashboard prompts. :
    1. Customer without Activities and the Owner details
    2. Customer without Opportunities
    3. Customer without SRs
    4. Product with no Revenue
    5. Asset Ids expiring in next x days
    6. Customer Id with no Activities
    7. Customer Id with no Opportunities
    8. Customer Id with no SRs
    9. Product Id with no Won Revenue
    10. Asset IDs with no Opportunities
    11. Days without Activity prompt
    12. Days without Opportunity prompt
    13. Days without SR prompt
    14. Product without Revenue prompt
    15. Expiring Assets without Opportunity prompt

    Implementation notes:

    1. Time filter in the dashboard prompt is defaulted to 30 days. Please use the filters as necessary