Salesforce : Visualize Your Data with the Lightning Dashboard Builder | Admin Begineer
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Create an Opportunities Report and
Create an Opportunities Report and Add It to a Dashboard
Lincoln Ulrich, the top salesperson at Ursa Major Solar, wants a dashboard that shows all the company’s deals. He wants to see quickly how many opportunities his team has at each stage of the pipeline. Create the underlying opportunities report, then create a dashboard. Add a component that displays the report as a donut chart on the dashboard.
Create a report:
Type: Opportunities
Standard Filter:
Date: Close Date
Range: All Time
Fields:
Opportunity Name
Opportunity Owner
Group: Stage
Report name: Opportunity Stages
Create a dashboard:
Name: Big Deals
Add a component:
Report: Opportunity Stages
Title: Opportunity Stages
Display As: Donut Chart
Save the dashboard
#salesforce #trailhead #trailheadsolution DISCLAIMER:
COPYRIGHT DISCLAIMER UNDER SECTION 107 OF THE COPYRIGHT ACT 1976, ALLOWANCE IS MADE FOR 'FAIR USE' FOR PURPOSES SUCH AS CRITICISM, COMMENT, NEWS REPORTING, TEACHING, SCHOLARSHIP, AND RESEARCH, FAIR USE IS PERMITTED BY COPYRIGHT STATUTE THAT MIGHT OTHERWISE BE INFRINGING, NON-PROFIT, EDUCATIONAL OR PERSONAL USE TIPS THE BALANCE IN FAVOR OF FAIR USE.
Lincoln Ulrich, the top salesperson at Ursa Major Solar, wants a dashboard that shows all the company’s deals. He wants to see quickly how many opportunities his team has at each stage of the pipeline. Create the underlying opportunities report, then create a dashboard. Add a component that displays the report as a donut chart on the dashboard.
Create a report:
Type: Opportunities
Standard Filter:
Date: Close Date
Range: All Time
Fields:
Opportunity Name
Opportunity Owner
Group: Stage
Report name: Opportunity Stages
Create a dashboard:
Name: Big Deals
Add a component:
Report: Opportunity Stages
Title: Opportunity Stages
Display As: Donut Chart
Save the dashboard
#salesforce #trailhead #trailheadsolution DISCLAIMER:
COPYRIGHT DISCLAIMER UNDER SECTION 107 OF THE COPYRIGHT ACT 1976, ALLOWANCE IS MADE FOR 'FAIR USE' FOR PURPOSES SUCH AS CRITICISM, COMMENT, NEWS REPORTING, TEACHING, SCHOLARSHIP, AND RESEARCH, FAIR USE IS PERMITTED BY COPYRIGHT STATUTE THAT MIGHT OTHERWISE BE INFRINGING, NON-PROFIT, EDUCATIONAL OR PERSONAL USE TIPS THE BALANCE IN FAVOR OF FAIR USE.
7 ماه پیش
در تاریخ 1402/09/18 منتشر شده
است.
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