Already we are entering a new section now and this section is all about reports and dashboards.
These reports are national.
They form the analytical side of the system just no sales was ABC item because in Seattle the data lies
all over the system right across multiple multiple objects leaves.
Context outcomes opportunities cases solutions contracts whatnot.
Say for example as a marketing lesson I use the campaigns object as a salesperson.
I use a lead opportunities and some other objects and service flows and I use cases solutions and other
objects.
So you know every person from a different profile they use the objects corresponding to their profile
right.
But as a supervisor as a high level manager I would like to have an overall view of my business.
Right.
Say for example I want some information for particularly I can see it in the system right.
But I just don't want that.
I want an overview of how many leads that are generated in the last month.
How many leads that identity to do to a particular source and visual leads on which to give status how
many opportunities ahead closed how many opportunities are open there.
My product is doing good in the market vendor does not want me.
If I started doing what I am they basically getting all from the visits.
How many cases are getting recorded in a month.
Are they getting that assault on time basis.
Are my customers happy with the service that I provide.
How many contacts I have across the organization how many partners X attracts it a lot.
Many information I need for analyzing my data right for analyzing my business there comes the concept
of reports on dashboards for analyzing your data but that's an easy like it falls under the analogy
outside of a CRM which is a definitely a key motive in a CRM because that's what that is you want to.
Business is all about.
So two out of the section would you be talking about reports on dashboards.
What I report.
How do we use that report builder working on the different types of boards that we have in Salesforce.
And how do we build dashboards.
One of the different backward companies that are available.
How do we schedule all these in charge.
How do we make it useful and profitable to our customers.
OK so long before we started with reports on national title Do we basically build them in this lecture
will concentrate more on how do we convert the business requirements and reports and dashboards so in
realtime how do we get the requirements for boards and dashboards to run three identical or just because
we want to create a report we create a report because the customer wants a report to be generated on
that particular information.
He wants to analyze some data will be generated report for them so that he can use that report and analyzes
information.
OK so let's really start with the basics.
So what is it a.
The report is a collection of information and you present that information in an organised a manner
so that it makes most of the customer.
And this report can be a full back today object with its related objects estimate and then a number
of options that you have any generate a report say for example you can generate enough on a particular
status on a particular date on a particular person off on a particular team and on the new circumstances
you can generate reports and examples.
We have four types of reports the tabular summary mapped exit giant reports and we'll be disclosing
in detail about all these reports in the forthcoming sessions normally through dashboards the reports
mainly the collection of information.
So why does a national general dashboard is a graphical representation not a pictorial representation
of the data that you have in your report.
So report you can very much compatible with kind of a spreadsheet that and you have data and it's just
data and dashboard is more of a Victorian representation of what do you have in news reports.
A report can very much exist on its own but the dashboard has to have a report behind that dashboard
is more of a reflection of data that you have in your report.
You know graphical representation in a pictorial representation you can say and follow this pictorial
representation you have multiple options and sales force the gauge the bar chart pie chart funnel chart
Boehner chart metrics and so many components that are available and sales will allow you to generate
dashboards.
So nobody know what's the report and what's the dashboard.
Right now let's try to coordinate this with some real time scenarios.
Customers come to you asking for reports and dashboards and be generated for them like they say I want
to have a list of all the one opportunities in the last quarter what I want to see like which I leads
my team is handling what is my pipeline 30 days.
Does my backlog one of the lead status are they can work it out they are working on it.
And how many calls a logged in the last 14 days that I would edit opportune.
These are some of the very very few instances that I have listed not actually in real time you'll have
many more reports generated for multiple multiple scenarios.
So far some requirements they ask you for a report and you generate a report for that.
So what you provide that access to the report to them so they can go manually on the report.
Possibly some people do like that.
Otherwise you can also get a report that you automatically run the report generate the output and email.
So scheduling a report.
So even that happens in print.
So it is totally up to the user a pathetic Vladimir but if they want to generate it manually then what
do they need.
Or they want to generate the report on US schedule basis and they want to emails and upload it even
back as possible.
And coming to dashboards many times of the year listen to users and then like they come and tell us
like we we want a bar chart which gives us financial information we want to buy chart which basically
gives the percentage of one opportunities or closed opportunities or we want something like a gauge
which actually does is where we are even sometimes they say like in generally we want this information
and we are fine which is the representation that comes out well we just want to see of graphical representation
of pictorial representation that gives us the information of the data.
So this is what we deal with customers with respect to reports and dashboards we give them what they
want the data they want to analyze it is definitely not mandatory that we go to building reports on
national today every object that we have in this story for the business which data they want to analyze
which data they want to have a pictorial representation which in fact their business a lot there they
need to problem isn't all those great DDA handful of these we build the reports and dashboards.
So no I think we have understood the overall concept of reports and dashboards right like whatever blogs
what our dashboards why do we generate them under what circumstances we generate and all those information
right.
So in the forthcoming lectures we'll understand what all the different types of reports type of dashboard
companies that we have in Townsville and how do we make it models for the business.