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Hello, I am new to Salesforce and need assistance building this report to show this data. Please see the attached image to see where I am so far.

I need to build a report to show % tasks completed week/month/quarter

TIA for your help!

7 risposte
  1. 19 ott 2022, 16:41

    As @Steve Molis mentioned, you're trying to accomplish A LOT in one report. 

     

    Here's a start on a report that shows the % of the tasks in comparison to the overall total (not per grouping), but it would need some finessing. 

     

    As mentioned, you're trying to accomplish A LOT in one report.2022-10-19_01013.png2022-10-19_01014.png

     

    Depending on your use case, a dashboard that leaders can filter might be a better fit. Although if you need to be able to physically see/compare the percentages, then it wouldn't be the best approach. It would allow you more flexible filtering however - and the filters can overlap, such as if you wanted to filter by due date and the assigned person. This also automatically includes the percent. 

     

    2022-10-19_01010.png2022-10-19_01011.png

     If you need additional support and would like to schedule a brief call to discuss your use case in more detail, you're welcome to direct message me. Or perhaps others will have different recommendations. 

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