Sales Cloud Report Sharing Center

Sales Cloud Shared Reports


    Hitesh Patel
    Data Completeness Dashboard
    Topic posted April 10, 2018 by Hitesh PatelSilver Medal: 2,000+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Contact, Sales Manager, Shared Reports 
    Data Completeness Dashboard
    Dashboard showing details of the data captured for Account and Contact and overall percentage data captured

    Business Use Case:

    As a Sales Manager, I want to ensure that my team captures maximum data for the Accounts and Contacts that they create in the system.

    The dashboard provided here has three pages

    1. Account Data Analysis : To analyze the data completeness for Accounts, grouped by Owners
    2. Contact Data Analysis: To analyze the data completeness for Contacts, grouped by Owners
    3. Team Data Quality: To compare data quality of the team members and analyze who from the team has highest data quality and the lowest

    How to deploy:

    1. Un-archive “Data Completeness.catalog” file which has all the individual reports used in 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)

    Implementation notes:

    • The reports measures the overall data capture percentage against five different data points i.e. Primary Contact, Phone number, Address, # of Employees and Industry (in case of Account Data). Users can replace/add any data points that they would like to measure the data completeness against