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Track Your Goals and Be More Productive

Learning Objectives

After completing this unit, you’ll be able to:

  • Use Report Builder to create a report.
  • Find features that boost your productivity.
  • Find resources to answer your questions about Essentials and advance your learning.

Reports and Dashboards

So now that you know how to collaborate with your coworkers, let’s talk about how you can keep tabs on how your business is doing. When Tracey first started Dreamscape, she didn’t know how to measure its growth—she was just trying to keep the doors open. She’s in a different place now, and one of the first questions Tracey wants to answer is how close her current opportunities are to closing. With that information, she can plan for next month’s expenses. She uses the Report Builder to answer this question, and uses one of the standard report types as a starting point.

Let’s follow her as she creates this report with the Report Builder.

  1. Click the Reports tab.
  2. Click New Report.
  3. In the Quick Find box, enter Opportunities and select Opportunities.
Note

Note

You can see all the standard report types listed. In this case, Tracey is wanting all her open opportunities for this quarter, so she chose the Opportunities report type.

Opportunities highlighted for reports

  1. Click Create.

You now have a brand-new copy of the Opportunities report, displaying in preview mode in the Report Builder. From here you can do a lot of things with the report including adding filters, creating groups, and summarizing different fields. We walk through some of these, but we’ve also included some great resources at the end of this unit to learn more about creating reports and dashboards.

Let’s look now at adding some filters, summarized fields, and creating groups.

  1. First, check the report filters to ensure they have the following settings:
    • Opportunity Status is Any (this includes both open and closed opportunities).
    • Date Field Range is Current FQ (this stands for Fiscal Quarter).
      Opportunity status selected as any, and Range selected as Current FQ
  2. At the top of the report preview, click Tabular Format and select Summary. This allows you to group and summarize your report.
    Summary Highlighted
  3. For this report, we’re not interested in the details of each opportunity, just the totals, click Show and select Details to deselect that option.
    Details highlighted
  4. Find the Stage and Amount fields, and drag them to the front of the report.
    Stage and amount fields
  5. Next to the Stage column header, click Down Arrowand select Group by this Field.
    Group by this field highlighted
  6. Next to the Amount column header, click down arrowand select Summarize by this Field.
    Amount and Summarize this field highlighted
  7. Select Sum and click Apply.
    Sum checked off
  8. For this report, Tracey isn’t interested in the details of each opportunity, just the totals, so click Show and select Details to deselect that option.
    Details highlighted
    Your report preview now looks something like this:
    Report Preview

Preview only displays the first 20 records, so next we save and run the report to see the full data.

  1. Click Save and enter the following settings:
    • Report Name: Opportunities this Fiscal Quarter
    • Report Description: All opportunities this Fiscal Quarter, grouped by Stage and summarizing Amount.
      All opportunities this Fiscal Quarter, grouped by Stage and summarizing Amount
  2. Click Save and then Run Report.

Tracey’s wonderful report now includes all her data. And better yet, since we use a date filter of Current FQ, as this quarter ends, and the next begins, she doesn’t need to create a new report, as the report always displays data for the current quarter!

Finalized Report for Opportunities this Fiscal Quarter

Reporting is an action-packed feature of Essentials so you definitely want to spend time learning more about it. You can head over to the Hands-on Training about getting started with Reporting and Dashboards to really dive in.

Boost Your Productivity

The life of small business owners like Tracey is one of glitz, glamor, and a whole boatload of hard work. Maybe not the first two so much, but it is filled with the sense of validation that comes with creating something of your very own and watching it become successful. With Salesforce, you speed up this growth with these productivity-packed features.

Feature
What It Does
How It Helps
Einstein Activity Capture
Snags emails and contact information and automatically adds them to relevant Salesforce records.
Say goodbye to logging emails and missing client information from colleagues.

Tasks
Assign work, link accounts, and manage your timeline for every account.
Hold yourself and your team accountable for deals by assigning work and deadlines in line with your customer’s account information.

Inbox
Send Gmail and Outlook emails directly from Salesforce.
Craft personal emails to customers, with their account and contact information as a reference.

Suggest meeting times when emailing with clients, based on your calendar.

Send fewer emails to coordinate meetings with clients.
Lightning Dialer
Set-up our out-of-the-box native phone feature build right into Essentials.
Make or receive calls directly from Essentials and get full context and customer history during every call.
Social
Connect your Facebook, Twitter, Instagram, and Youtube accounts to get the latest insights on your customers.
Personalize your emails and calls to customers by staying tuned to their social media accounts.
Cases
Track and solve customer issues.
Improve your business by consistently responding to customer feedback.

AppExchange
Link your favorite third-party apps to make Salesforce work even smarter for you.
Enable extensions like DocuSign, MailChimp, and more to use them directly with your Salesforce data.

Boom. There you have it. Tools created with your needs in mind to make you even more productive

Watch Your Bottom Line Blossom

After less than a year with Salesforce, Dreamscape Florists have climbed their way to the top of Brooklyn’s flower market. Tracey, Jay, and their newest employee, Barry, handle the increased volume of customers by creating accounts, tracking their progress to goal, and analyzing what went well (and what didn’t). They log cases for feedback and settle them with customers in record time. Tracey sees the business growing rapidly and uses reports to figure out where Dreamscape can find their next horizon.

When Tracey wants to take her Essentials learning to the next level, the first thing she does is revisit the Sales Cloud Learning Journey. With videos, advice, and help resources, it’s her one-stop shop for finding new ways to use Essentials. For more specific instruction on each feature, she explores Trailhead for hands-on, high-fun help (see the resources section for some related content).

Kick Off with Essentials

If you’re thinking, “Gee, I hope that’s me someday.” Great news, that day can be today! Use this module as part of your checklist to get up and running in record time:

  • Sign up for Sales Cloud Essentials.
  • Follow the walkthroughs in the Setup Assistant.
  • Link your email and calendar.
  • Connect your calendar.
  • Import your contacts.
  • Invite your teammates.
  • Set up your profile.

With a little Salesforce and a lot of love, your company can reach new heights in no time.

Resources

Copyright

Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.