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Topic

    Madhav Reddy
    Activities Dashboard
    Topic posted November 22, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Activity, Dashboard, Sales Manager, Sales Representative, Shared Reports 
    206 Views
    Title:
    Activities Dashboard
    Summary:
    View the Open and Closed Activities,Team's activities ,Top Accounts by team's activities, Activity Count by Quarter
    Content:

    Business Use Case:

    Sales Manager needs to view

    1. Open Activities in next week, next month and next quarter
    2. Closed activities in last week, last month and last quarter
    3. His Team's activities
    4. Top Accounts by his team's activities
    5. Activity count by quarter

    for all the Activities that are owned by him or by his subordinates. 

    How to deploy:

    1. Un-archive “Activities 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. Activities Dashboard comprises following reports :
      1. Tile : My Team's Open Activities for Next Quarter: Shows the Activities count over next 90 days
      2. Drill :My Team's Open Activities for Next Quarter: Shows the Open Activities details over next 90 days like Activity type, date and owner
      3. Tile : My Team's Open Activities for Next Month: Shows the Open Activities count over next 30 days
      4. Drill :My Team's Open Activities for Next Month: Shows the Open Activities details over next 30 days like Activity type, date and owner
      5. Tile : My Team's Open Activities for Next Week: Shows the Open Activities count over next 7 days
      6. Drill : My Team's Open Activities for Next Week: Shows the Open Activities details over next 7 days like Activity type, date and owner
      7. Tile : My Team's Closed Activities for Last Week: Shows the Closed Activities count over Last 7 days
      8. Drill : My Team's Closed Activities for Last Week: Shows the Closed Activities details over Last 7 days  like Activity type, date and owner
      9. Tile : My Team's Closed Activities for Last Month: Shows the Closed Activities count over Last 30 days
      10. Drill : My Team's Closed Activities for Last Month: Shows the Closed Activities details over Last 30 days like Activity type, date and owner
      11. Tile : My Team's Closed Activities for Last Quarter: Shows the Closed Activities count over Last 90 days
      12. Drill : My Team's Closed Activities for Last Quarter: Shows the Closed Activities details over Last 90 days like Activity type, date and owner
      13. My Team's Activities (By Type): Shows Number of Activities for each Activity type.
      14. My Team's Activities (By Type) - Drill in: Shows the Activity details like Name, Date, Type along with Account and Opportunity names.
      15. Activity count by quarter : Shows Activity count by each Quarter.
      16. My Team's next 10 Activities : Shows what are my Team’s next 10 Activities planned.
      17. Top Accounts by My Team's Activities : Allows Manager to identify which Accounts are currently being pursued  and ensure its in line with business priorities/goals

    Implementation notes:

    • Shows the data for Activities that are owned by the logged in user or the subordinates reporting into him
    • Update  Time Dimension filters in Individual reports  as per your specific requirements
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