Create Report and Dashboard Folders

Introduction

Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier. Compare, evaluate, dissect, and categorize data that will help you and your team make the right business decisions. All with the power of Salesforce reports and dashboards.

Benefits of Reports and Dashboards

You and your sales and marketing managers benefit from reports and dashboards in these ways:

  • Visibility into data—reports and dashboards give you easy access to key data insights, which helps managers make better decisions.
  • Time savings—you don't have time to manually dig through all your many objects, records, and fields to pull together answers to your manager's questions. Reports give you a quick way to answer both simple or complex questions.
  • Flexibility—with reports and dashboards you can pull data from all your standard and custom objects and fields. You have many powerful options for tailoring reports and dashboards to the specific needs of your end users.

Your Stakeholders' Reporting Needs

In this project, you'll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let's see the reports and dashboards you'll build for each of your stakeholders to track key business information.

Stakeholder
Reporting requirements
VP of Sales

  • Simple report showing all of her sales teams' opportunities, by rep, that have been closed won this year.
  • Report showing opportunities by rep, grouped by Close Date and displayed in a table.
  • Matrix report showing opportunities by owner, stage, and size in the pipeline this fiscal quarter.
  • Report showing percentage of closed opportunities being won.
  • Visual comparison of sales rep win rates.
  • Dashboard to display key information from her sales reports, which is also to be accessible by her team.
VP of Marketing

  • List of all customer accounts based in New York, Massachusetts, Pennsylvania, or New Jersey that have either a prospect rating of Hot or annual revenue over $2 million.
CEO
  • Ability to export and manipulate a report in spreadsheet software.

With just a few clicks, you'll be helping your executive team analyze data within Salesforce in no time!

Create Report and Dashboard Folders

You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.

Create a new report folder called Global Sales Reports.

  1. If you're not currently in the Sales app, click App Launcher icon to open the App Launcher, and select Sales.
  2. Click the Reports tab.
  3. Click New Folder and enter the details.
  4. For Folder Label, enter Global Sales Reports.
  5. Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
  6. Click Save.
  7. Repeat steps 2-6 to create the following folders as subfolders under the Global Sales Report folder:
    • Admin Lightning Experience Reports
    • Marketing Reports
    • Adoption Reports

Create a new dashboard folder called Global Sales Dashboards:

  1. Click the Dashboards tab.
  2. Click New Folder and enter the details.
  3. For Folder Label, enter Global Sales Dashboards.
  4. Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
  5. Click Save.

Share all the new folders with the Sales team:

  1. Click Created by Me under Folders.
  2. Click Down arrow icon to the right of the Global Sales Dashboards folder, and select  Share from the menu.
  3. From the Share with dropdown, select Role and Subordinates.
  4. Search Roles for Channel Sales Team, Eastern Sales Team, and Western Sales Team and select them.
  5. Leave Access as View.
  6. Click Share, then close the Share Folder pop-up. Share Folder setup for reports and dashboards.
  7. Click the Reports tab, and click Created by Me under Folders.
  8. Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.

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