Hey there, I am helping my organization with a project called "Account Cadences". The developer and I have built out the ability for the Account owner to have their own Account Visiting Cadence, and Account Calling Cadence. All is working well. However, the business requirements were to allow the Account Owner to set Account Teams and those individuals could have their own "Account Team Cadence", as some of these reps may work on specific parts of the business.
I created a junction object called "Account Team Cadence" where the Master Detail is the Account. This allows Managers/Account Owners to set an Account Team Cadence for that individual, and they are automatically prompted to do so when they add an Account Team Member. Not everyone Account Team Member needs to have a Cadence, however in most cases they would.
The main question is: I want to add a component to the Homepage/dashboard for our Sales Reps for them to see what Accounts they are Account Team Members on and have an Account Team Cadence, showing that they are "Underperforming" or "Cadence Due". As this is valuable for the reps to know what Accounts they should follow up with.
Open to opinions and if something could have been built better. Been working on this for a couple of months now.
for dynamic reporting, you can create a new report type in the setup menu and relate the Account object and Account Team Cadence object, this will allow you to pull data from both objects. Create a new report using the report type you created and set filters to only the relevant data, I.e. if someone is logged in or priority of request, and add the component to the dashboard of the sales reps. You can configure the component to display as a chart or table and define any additional filters or sorting options.
