Posts Tagged ‘salesforce reports’

Salesforce: Freezing Report Header

When we are viewing reports, we can actually freeze the first header row. This is useful when there is a lot of records. ie: This will not work for below report format: Joint Matrix   How to freeze it? When you are scrolling down the report, there will be a drop down button that pulls…

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Salesforce Report Scheduler

Scenario: When a customer requests to receive a report daily or weekly without having to login to Salesforce. Salesforce user can schedule reports to be automatically sent as a html email on preferred time. [More info here]   Setting up schedule report Red Box: Button will only show if the report is already in the…

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Salesforce Report: Accounts Created

Report Name: Accounts Created. Purpose: To list out all the Accounts created in current and last fiscal year. Related Records: All account record created in current and last fiscal year. Benefit: The organisation will have a total view on the number of account created for 2 years. This is to allow them to study on…

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Salesforce Report: Organisation Sales Results

Report Name: Organisation Sales Results. Purpose: To list out all the closed won deals from current and previous 2 fiscal years by months. Related Records: All closed won opportunity records of current and previous 2 fiscal years. Benefit: Sales Management will be able to review and compare the organisation’s sales performance based on every month.…

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Salesforce Report: Product Sales Performance

Report Name: Product Sales Performance. Purpose: To list out all products in closed won deals of the current and previous fiscal year. Related Records: Opportunity Products of current and previous fiscal year. Benefit: With this report, the organisation will be able to have a quick comparison between the previous fiscal year’s product sales results and current…

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Salesforce Report: Leads not contacted by Owner

Report Name: Leads not contacted by Owner. Purpose: To list out all open leads by lead owners. Related Records: All open lead records. Benefit: Marketing team and the Sales team will be able to fully utilise this report in order to assist them in identifying all leads that are still open. These records may be…

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Salesforce Report: Revenue Generating Accounts

Report Name: Revenue Generating Accounts. Purpose: To list out all the Accounts and their sales for current and past 2 fiscal years. To list out all the closed won deals from last fiscal year and current year by Sales Rep. Related Records: All account and closed won opportunity records of current and past 2 fiscal years.…

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Salesforce Report: Sales Performance by Sales Rep

Report Name: Sales Performance by Sales Rep. Purpose: To list out all the closed won deals from last fiscal year and current year by Sales Rep. Related Records: All closed won opportunity records of previous and current fiscal year. Benefit: Sales Management will be able to review and compare the Sales Reps’ performance based on their…

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Salesforce Report: Sales Summary by Sales Rep

  Report Name: Sales Summary by Sales Rep. Purpose: To list out all the Won-Lost-Open deals of the current month. Related Records: All opportunity records of the current month. Benefit: Sales Managers and Sales Reps are able to have a quick look at all the deals in a table and see where their results are…

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