Visualize Your Data | Create Reports and Dashboards for Sales and Marketing Managers
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Add a vertical bar chart to compare sales rep win rates:
Click the Reports tab.
Click on Sales Rep Win Rates then click Add Chart Add Chart button to display a chart.
Click the gear icon Gear icon in the upper right corner of the chart to open the chart editor.
Click Column Column button to change the display to a vertical bar chart.
Complete the chart attributes:
Chart Title: Sales Rep Win Rates
Click the Y-Axis dropdown and set to Win Rate
Click the gear icon Gear icon to close the chart editor.
Click the arrow Down arrow icon next to Edit and choose Save from the dropdown.
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Dashboards
Let’s take visualizing data a step further. The VP of Sales would like a Global Sales dashboard that lets her see the key information at a glance. A dashboard is a visual representation of data from multiple reports and does the following:
Displays data from custom source reports
Has a running user to determine what data is visible
Displays data as of the last time the dashboard was refreshed
Can be scheduled to be refreshed and emailed automatically
The dashboard editor in Lightning Experience gives you a responsive way of creating or editing dashboards using drag-and-drop. Let’s take a look.
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Create the Global Sales dashboard:
Click the Dashboards tab.
Click New Dashboard.
Set the Name to Global Sales Dashboard.
Click Select Folder, choose the Global Sales Dashboards, then click Select Folder.
Click Create.
Add an Opportunities by Rep chart component:
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Click +Component.
In the report search bar, enter Opportunities, click Opportunities by Rep, then click Select.
From the Display As menu, click the Vertical Bar Chart Vertical bar char icon option.
Ensure the Y-Axis is set to Record Count.
Ensure the Show Values box is selected.
Complete the text areas:
Title: Sales Pipeline
Subtitle: Number of Open Opportunities by Rep
Click Add.
Click Save.
Add Opportunities by Rep metric component:
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Click +Component.
In the report search bar, enter Opportunities, click Opportunities by Rep, then click Select.
From the Display As menu, select the Metric Metric component icon option.
Ensure Measure is set to Sum of Amount and Display Units is set to Shortened Number. In the Segment Range, replace the default value of 33 with 1000000 (that's 1 million, as in six zeros after the one) and replace 67 with 3000000 (three million).
Complete the text areas:
Title: Total Open Opportunities
Footer: Value of open opps in sales pipeline
Click Add.
Drag the metric component to the right of the Opps by Rep vertical bar chart.
Click Save.
Add the Sales Rep Win Rates table component:
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Click +Component.
In the report search bar, enter Sales Rep, click Sales Rep Win Rates, then click Select.
Select Lightning Table Lightning table icon from the Display As menu.
In the Columns section, click the following columns to remove them from this component:
Account Name
Stage
Close Date
Note: Opportunity Name and Amount should be the only remaining columns.
Opportunities Won component
Update the Title to Opportunities Won.
Click Add.
Drag the Opportunities Won table to the right of the Total Open Opportunities metric, to create a third dashboard column.
Click Save.
Add Sales Rep Win Rates gauge component:
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Click +Component.
In the report search bar, enter Sales Rep, click Sales Rep Win Rates, and then click Select.
From the Display As menu, select the Gauge Component Gauge component icon option. Leave the segment ranges set as is.
Change the Measure to Win Rate.
Complete the text areas.
Title: Company Win Rate
Footer: Ratio of won to closed opps
Click Add.
Drag the Company Win Rate gauge to the right of the Opportunities Won component, to create a fourth dashboard column.
You will need to resize the chart components to create four columns. Don't worry, component arrangement on your dashboard is not checked when verifying this step.
Click Save.
Click Done.
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