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Sales Cloud Shared Reports

Topic

    Hitesh Patel
    Leads Dashboard
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Dashboard, Lead, Sales Manager, Sales Representative, Shared Reports 
    263 Views, 2 Comments
    Title:
    Leads Dashboard
    Summary:
    Shows the Leads KPIs (infolets), Status break up, Trend and Lead detail report
    Content:

    Business Use Case:

    Sales Manager-

    Sales Manager needs to view the Lead summary Dashboard for his team for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion by his team
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by his team members
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Lead summary Dashboard for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by him
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Leads owned by him 

    How to deploy:

    1. Unarchive the Lead Dashboard.catalog file (attached with this post) in /Shared/Custom/Customer Relationship Management folder of your BI Catalog
      1. It is important that the above folder path is used to ensure that the dashboard and the content it refers is not broken
    2. This will create a new folder called “Lead Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 6 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports that has been archived shows the data for Leads owned by the sales representative
    2. In case of a Sales Manager, it shows the data for all the team members reporting into him
    3. The data shows up only for the Current Enterprise Quarter. Please update this time filter to suit your requirements
    Image:
    Document:

    Comment

     

    • Pierryck

      I have already adopted your dashboard for leads and opportunities. Do you have one for activities ?

    • Hitesh Patel

      Glad that the dashboards are helping you.
      We do have few activities related reports in the queue and should be available soon.

      Also if there are certain custom reports that your organization is using and if you feel that can be shared with other Oracle Sales Cloud customers, please do post them on the Reporting & Analytics forum
       

      Thanks,
      Hitesh