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Visualize Your Data

When it comes to reports and analyzing what seems like endless data, it can be information overload. What if there was an easy way to get a visual summary of all that information? Enter report charts and dashboards.

Report Charts

The Lightning Experience offers enhanced data charts to summarize reported data. You can adjust the chart type without making changes to the report itself.

Let’s see charts in action. Your CEO is so impressed with the work you’ve done, he’s asked for something special. He wants a way to display sales rep performance graphically.

Add a vertical bar chart to compare sales rep win rates:

  1. Click the Reports tab.
  2. Click on Sales Rep Win Rates then Pie chart icon to add a chart.
  3. Click the Gear icon to open the chart editor and the Vertical bar chart icon to change the display to a vertical bar chart.
  4. Complete the chart attributes:
    1. Chart Title: Sales Rep Win Rates
    2. Click the Y-Axis dropdown and set to Win Rate
  5. Click Gear icion to close the chart editor.
  6. Click Down arrow icon. then choose Save from the dropdown.

Dashboards

Let’s take visualizing data a step further. The VP of Sales would like a Global Sales dashboard that lets her see the key information at a glance. A dashboard is a visual representation of data from multiple reports and does the following:

  • Displays data from custom source reports
  • Has a running user to determine what data is visible
  • Displays data as of the last time the dashboard was refreshed
  • Can be scheduled to be refreshed and emailed automatically

The dashboard editor in Lightning Experience gives you a responsive way of creating or editing dashboards using drag-and-drop. Let’s take a look.

Create the Global Sales dashboard:

  1. Click the Dashboards tab.
  2. Click New Dashboard.
  3. Set the Name to Global Sales Dashboard.
  4. Click Select Folder, choose the Global Sales Dashboards, then click Select Folder.
  5. Click Create.

Add an Opportunities by Rep chart component:

  1. Click +Component.
  2. In the report search bar, enter Opportunities, click Opportunities by Rep, then click Select.
  3. From the Display As menu, click Vertical bar char icion to select a vertical bar chart.
  4. Change the Y-Axis to: Record Count.
  5. Ensure the Show Values box is selected.
  6. Set Sort Rows By to Value Descending.
  7. Complete the text areas:
    • Title: Sales Pipeline
    • Subtitle: Number of Open Opportunities by Rep
  8. Click Add.
  9. Click Save.

Add Opportunities by Rep metric component:

  1. Click +Component.
  2. In the report search bar, enter Opportunities, click Opportunities by Rep, then click Select.
  3. From the Display As menu, click to select Metric component icion to select a metric and ensure Shortened Number is selected from the Display Units picklist.
  4. Leave the Measure set to Sum of Amount.
  5. Leave the segment ranges set as is.
  6. Complete the text areas:
    • Title: Total Open Opportunities
    • Footer: Value of open opps in sales pipeline
  7. Click Add.
  8. Drag the metric component to the right of the Opps by Rep vertical bar chart.
  9. Click Save.

Add the Sales Rep Win Rates table component:

  1. Click +Component.
  2. In the report search bar, enter Sales Rep, click Sales Rep Win Rates, then click Select.
  3. From the Display As menu, click Lightning table icion to select a Lightning Table.
  4. Under Sort Column:
    • Select Amount
    • Select Descending
  5. Complete the table information:
    • Title: Win Rates
    • Subtitle: Leaderboard
  6. Click Add.
  7. Drag the Win Rates table to the right of the Total Open Opportunities metric, to create a third dashboard column.
  8. Click Save.

Add Sales Rep Win Rates gauge component:

  1. Click +Component.
  2. In the report search bar, enter Sales Rep, click Sales Rep Win Rates, and then click Select.
  3. From the Display As menu, click Gauge component icion to select a gauge component.
  4. Leave the Segment Ranges as its.
  5. Change the Measure to Win Rate.
  6. Complete the text areas.
    • Title: Company Win Rate
    • Footer: Ratio of won to closed opps
  7. Click Add.
  8. Drag the Company Win Rate gauge to the right of the Win Rates chart, to create a fourth dashboard column. (Note: You will need to resize the chart components to create four columns.)
  9. Click Save.
  10. Click Done. Global Sales Dashboard with components for Sales Pipeline, Total Open Opportunities, Win Rates, and Company Win Rates.

Congrats! You made it easier for your stakeholders to review their Salesforce data with ease and efficiency. You harnessed the power of Report Builder to customize Salesforce objects and fields into meaningful information. Filters, report types, charts, and dashboards further segmented your data so only the most important information was presented. Great job—you just saved your executive team a lot of time and energy!

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