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Topic

    Madhav Reddy
    Assets Dashboard
    Topic posted November 8, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Assets, Dashboard, Product, Sales Manager, Sales Representative, Shared Reports 
    108 Views
    Title:
    Assets Dashboard
    Summary:
    View the Assets count over quarters, Assets that are expiring in the next 90 days and the top 10 Products by Asset
    Content:

    Business Use Case:

    Sales Manager :
    Sales Manager needs to view

    1. The Assets count over quarters
    2. Assets that are expiring in the next 90 days
    3. The top 10 Products by Asset Count

    for all Assets that are owned by him or by his subordinates.

    Sales Representative :
    Sales Representative needs to view

    1. The Assets count over quarters
    2. Assets that are expiring in the next 90 days
    3. The top 10 Products by Asset Count

    for all Assets that are owned by him. 

    How to deploy:

    1. Un-archive “Asset Dashboard.catalog” 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. Asset Dashboard comprises 3 reports :
      • Quarterly Asset base growth: Shows the Assets count over quarters
      • Asset Expiring in 90 days: Shows the Assets that are expiring in the next 90 days
      • Top 10 Products by Asset Count: Shows the top 10 Products by Asset Count

    Implementation notes:

    1. Shows the data for Assets that are owned by the logged in user or the subordinates reporting into him
    2. Use Time Dimension filters as necessary

     

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