Posts

Posts

  • Madhav Reddy
    Corporate/Top level and their Base Account report for...5.0
    Topic posted January 10, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Territory in Sales Cloud Report Sharing Center public
    Title:
    Corporate/Top level and their Base Account report for Territory
    Summary:
    Shows the Top level/Corporate Account and all its child and the Territory they belong to
    Content:

    Business Use Case:

    Sales User needs to view Top level/Corporate Account and all its child and the Territory they belong to

    How to deploy:

    1. Un-archive “Corporate Account and Base Account Report for Territory.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)

    Implementation notes:

    • For one or more selected Top level/Corporate Account(s) the report Shows the data for the Top Account and all its child accounts and its Territories. 
    • Please note that in the Dashboard prompt, Corporate Account prompt value has been defaulted to one particular account name. This is to avoid all the data load when the Dashboard runs. You may choose to remove the default value or change it to any desired value.
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  • Madhav Reddy
    Corporate/Top level and Base Account report for Assets5.0
    Topic posted January 10, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Assets, Sales Executive, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Corporate/Top level and Base Account report for Assets
    Summary:
    Shows the Top level/Corporate Account and all its child accounts and their Assets.
    Content:

    Business Use Case:

    Sales User needs to view Top level/Corporate Account and all its child and their Assets.

    How to deploy:

    1. Un-archive “Corporate Account and Base Account Report for Assets.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)

    Implementation notes:

    • For one or more selected Top level/Corporate Account(s) the report Shows the data for the Top Account and all its child accounts and its Assets
    • Please note that in the Dashboard prompt, Corporate Account prompt value has been defaulted to one particular account name. This is to avoid all the data load when the Dashboard runs. You may choose to remove the default value or change it to any desired value.
    Image:
  • Madhav Reddy
    Master Detail Report to show Account and their Opportunities5.0
    Topic posted January 5, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Activity, Opportunity, Sales Executive, Sales Manager, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Master Detail Report to show Account and their Opportunities
    Summary:
    Shows the Master Detail report functionality by using Account and their Opportunities information
    Content:

    Business Use Case:

    Shows the Master Detail Report functionality displaying the Account and their Opportunity Details.

    Sales Manager/Representative needs to view

    1. The Account count and its details in the form of Master Detail report functionality for Current Quarter
    2. The Activity count and its details for Current Quarter
    3. The Opportunity count and its details for Current Quarter

    for all Accounts,Activities and Opportunities that are owned by him or by his subordinates. 

    Note -
    With the Master Detail functionality, the data in second table view i.e. list of Opportunities changes based on the Account name selected in the first table view. This makes it easier to see the data for different entities in the same report view.

    How to deploy:

    1. Un-archive “Master Detail Report by Account. 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. Master Detail Report by Account Dashboard comprises 4 reports :
      1. Master Detail Report by Account : Shows the Account details in form of Master Detail functional format displayed in both Table and Pie Chart views
      2. Tile: No of Customers: Shows the Account count and its details on drill down
      3. Tile: No of Activities: Shows the Activity count and its details on drill down
      4. Tile: No of Opportunities: Shows the Opportunity count and its details on drill

    Implementation notes:

    • Shows the data for the logged in user or the subordinates reporting into him.
    • Current Time dimension is defaulted to Current Enterprise Quarter. Use Time Dimension filters as necessary
    • Please refer the Master detail documentation to understand how this works and to create new master detail report as per your requirement  
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  • Madhav Reddy
    Top and Bottom 5 Reports5.0
    Topic posted November 1, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Assets, Channel Account Manager, Channel Sales Manager, Customer, Deals, Leads, MDF, Opportunity, Partner, Pipeline, Product, Revenue, Sales, Sales Executive, Sales Manager, Shared Reports, Territory in Sales Cloud Report Sharing Center public
    Title:
    Top and Bottom 5 Reports
    Summary:
    Top and Bottom 5 Reports for various sales metrics
    Content:

    Business Use Case:

    Sales Manager ->

    Sales Manager needs to view the Top and Bottom 5 data related to my Sales Representatives on various metrics, Products, Accounts,  Territories etc.

    Below are the reports included here:

    1. Top and Bottom 5 Accounts by Closed Revenue
    2. Top and Bottom 5 Accounts by Open Revenue
    3. Top and Bottom 5 Deal Registrations by Deal Size
    4. Top and Bottom 5 Lead Sources
    5. Top and Bottom 5 Open Opportunities by Revenue
    6. Top and Bottom 5 Partners by Closed Revenue
    7. Top and Bottom 5 Partners by Open Revenue
    8. Top and Bottom 5 Partners by Deals Submitted
    9. Top and Bottom 5 Partners by MDF Active Budget
    10. Top and Bottom 5 Partners by MDF Claims pending approval
    11. Top and Botom 5 Parnteres by MDF Requests pending approval
    12. Top and Bottom 5 Products by Asset Count
    13. Top and Bottom 5 Products by Closed Revenue
    14. Top and Bottom 5 Sales Reprensetative by Average Deal Size
    15. Top and Bottom 5 Sales Reprensetative by Closed Revenue
    16. Top and Bottom 5 Sales Reprensetative by Open Revenue
    17. Top and Bottom 5 Sales Reprensetative by Closed Opportunity Count
    18. Top and Bottom 5 Sales Reprensetative by Open Opportunity Count
    19. Top and Bottom 5 Sales Reprensetative by no. of Activities
    20. Top and Bottom 5 Sales Reprensetative by Sales Cycle
    21. Top and Bottom 5 Sales Reprensetative by Win Rate
    22. Top and Bototm 5 Territories by Closed Revenue
    23. Top and Bottom 5 Territories by Open Revenue

    How to deploy:

    1. Unarchive “Top and Bottom 5 Reports.catalog” file which has all the individual reports and the dashboard created using most of these reports.
    2. Ensure that you unarchive 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. If you plan to use few of the reports directly, please delete other reports/dashboards to avoid confusion.

    Implementation notes:

    1. The data fetched is for the Current Enterprise Quarter. Please change the time value per your needs.
    2. The Resource Org hierarchy based login filter is used which shows the data for the current logged in user and the subordinates .
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