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5 Awesome Dashboard Report Tips for Salesforce Users
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5 Awesome Dashboard Report Tips for Salesforce Users

From working as a consultant to being an end-user, reports have often been the most topic for all levels of management within the businesses I even have worked in. one among the foremost factors why companies use Salesforce is the ability to urge the most understanding of how teams are performing, using very less number of clicks.

Salesforce Lightning has opened doors for analysts, administrators and users to inform a more robust story with data. If you’re a noob in Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you’ll use to induce more out of Lightning Reports and Dashboards.

1. Interactive Filters

Do you have different teams segregated by country, region, or industry? Lightning Reports enable users to pick filters that interest them. Whether it’s viewing reports by a period of time, sales teams or other fields to enable teams to know the performance and trends.

For instance, you’re building a worldwide Dashboard every level of managers in several roles can access. A Director that’s managing teams from different countries can simply make use of dashboard filters to modify views between country teams to visually compare how they’re doing. what’s great, additionally, is that data sharing within the role hierarchy is respected; as an example, a country head Manager with role hierarchy access guaranteed to data for the country they’re accountable for will only be viewing only data associated with his/her team.

Interactive Filters

To start building filters in Dashboards:

Click on + Filter and look for the field that you simply wish to filter by.

Input the Display Name you would like to set for your filter, using Filter Values to filter values by.

Input the Display Text if you would like to point out a text different from the value in Salesforce

Tips for salesforce users

2. Stacked Summaries

With the improved Lightning Report Builder, Stacked Summaries are enabled by default. Users can easily summarise a considerable amount of information for quicker review and comparison.

Stacked Summaries

For example, if you would like to indicate the number of opportunities that are Closed Won, also because of the sub-total of Closed Won opportunities by each country, that’s possible with Stacked Summaries activated at the very bottom of your report page. you’ll view record count by each country, each opportunity owner or other sub-total counts that the report is grouped by.

3. Build Reports Using Columns and Rows

Users can now select which rows and columns to display, with the choice to swap rows and columns to look at what works best.

Build Reports Using Columns and Rows

Take for instance you’re building a report with opportunity owner as your rows, and opportunity revenue as your columns. While building the report, you realized the list of opportunity owners are going to be more suitable to display as columns to enable printing with the remaining of your files into an annual report. you’ll simply hit the “Swap Rows and Columns” to avoid wasting time, rather than dragging fields one at a time to form this change!

4. Filter On-the-fly with Dynamic Reports

Users don’t require editing the whole report if they must look at it with a unique filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they want while keeping the saved report filters intact.

5 Awesome Dashboard Tips for Salesforce Users

Let’s say you’ve got provided access to a report across topmost management of your organization. Different stakeholders within the management team wish to toggle different views of the report themselves, to fulfill their interests. instead of saving multiple versions of the same report, you’ll simply create a filter and leave the filter value blank. This way, users than creating a Dynamic Report within which viewers can enter filters and run reports quickly – it prevents other users from edits to the most structure of the report. A win-win for everyone!

Dynamic Reports

5. Light vs. Dark Mode for Lightning Dashboards

To differentiate components during a Lightning Dashboard, users can switch between light or dark mode per component, or maybe a special color palette in order that reports viewers are going to be drawn to the extremely important data.

Dark Mode for Lightning Dashboards

For example, you’ve got been building multiple dashboards for the sales team by time period, region, industry. in order to point out a more eye-catching view for a dashboard showing actual revenue vs target revenue, you’ll select properties at the top right page of the dashboard, scroll to the bottom to choose a distinct dashboard theme or palette.

Summary

This post has covered 5 tips you’ll use to urge more out of Lightning Reports and Dashboards. you’ll be on your course for becoming a more Salesforce-savvy user and getting the knowledge you would like within the best way and tell a far better story with data. We Revolve Softech are Salesforce Consultant Partner. For more information and blogs visit our website www.revolvesoftech.com

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