Create a Real-Time Report
Learning Objectives
After completing this unit, you’ll be able to:
- Configure a report.
- Create a Lightning App page for a report.
- Embed an account plan report on a Promotions page.
Configure an Account Plan Report
So far, you’ve learned about real-time report components and report metadata JSON. Time to see how to create a real-time report.
Let’s follow Fatima as she creates an account plan report that displays the KPIs of the products Gustavo sells from his account.
Create a Product Dimension
For the monthly account plan report, Fatima adds a report configuration entry to the RTR Report Configuration record.
This screen shows the product dimensions and corresponding JSON.
When creating the record, she enters values for the Sales Organization, Reporting KPI Sets, and Internal Name fields. For the most important field—Usage, she chooses Report Product Dimension.
In the new report configuration record, she enters the product levels in the sales organization’s product hierarchy as JSON in the record.
Create Report Metadata
Creating report metadata is similar to creating a report dimension. Fatima adds a report configuration entry to the RTR Report Configuration record, however, she selects the usage as Report Metadata.
After creating a report configuration record, she configures the report metadata JSON. For the monthly account plan report, she adds the data source as AccountMonthlyMeasures.
In the attributes section, she adds these details.
- The product dimension
- Product attributes such as product code
- KPI dimensions
- Time dimensions
Next, she adds filters based on Gustavo’s requirements. Gustavo wants to see the KPIs for products sold from his accounts. So, Fatima adds a multiselect account filter to filter data based on accounts. She adds another filter to select KPIs based on the groups defined in the attributes section.
Finally, in the UI mapping section, she defines the visual representation of the report. Typically in an account plan report, periods are shown in columns, and KPIs and products as rows.
Create a Lightning App Page
After Fatima creates the report metadata JSON, she configures the Lightning App page where Gustavo can see the report. First, she makes a note of the internal name of the report metadata she plans to use.
Using the Lightning App Builder, she creates an app page.
After entering a label for the report, she selects RTRTemplateComponent, drags on the TPM Real Time Reporting Header Component, and enters the internal name of the report metadata as the Report Configuration Name. Next, she drags the TPM Real Time Reporting UI Component to the page and enters the UIMapping part defined in the report metadata.
You can change the component title, but she keeps the existing one. Finally, she saves and activates the report! Gustavo can now use the App Launcher to find and open the report. This makes his job so much easier because no more cumbersome Excel sheets to see data. It’s pure bliss to see all the data he needs in just a few clicks.
Embed an Account Plan Report on the Promotions Page
Typically, creating a Lightning App page for a report is the last step in configuring a real-time report. But, Gustavo wants to see how a promotion affects an account plan in real time. To achieve this, Fatima adds an account plan report to the Promotions page.
Fatima edits the Promotions page to add the SmartUI RTR Component to the Promotions page. She chooses the UI Mapping, saves the page, and activates it.
When you add an account plan report to the Promotions page, you see the real-time impact of any changes you make to the promotion in the report. However, these changes aren’t saved in the account plan. Salesforce updates the account plan only when the promotion is saved.
In this module, you learned how Fatima created a report configuration record, added the required components in its JSON, created a Lightning App page to view a report, and embedded an account plan report to the Promotions page.
As a KAM, you can use real-time reports to view the data you need, arranged in the way you want. With easily accessible, customized, and structured data, you can analyze your account data and make informed decisions. As a result, you can improve your account performance to meet or even surpass your sales targets. Hurrah for real-time reports! And of course, Trade Promotion Management.