Loveth Okam

Reports and Dashboards in Salesforce Independent Project: Use Salesforce to Create Reports and Dashboards [Loveth Okam] Project Overview 1 Task 1: Create a Tabular Report 2 Task 2: Create a Summary Report 3 Task 3: Create a Matrix Report 4 Task 4: Business Case Analysis Project Overview 5 Task 5: Create a New Report 6 Task 6: Create Report Charts 7 Task 7: Create a Dashboard Task 1: Create a Tabular Report On the following slide, insert a screenshot of the tabular report you just created and ran. Task 1: Create a Tabular Report Insert Task 1 screenshot here. Task 2: Create a Summary Report On the following slide, insert a screenshot of the summary report you just created and ran. Task 2: Create a Summary Report Insert Task 2 screenshot here. Task 3: Create a Matrix Report On the following slide, insert a screenshot of the matrix report you just created and ran. Task 3: Create a Matrix Report Insert Task 3 screenshot here. Task 4: Business Case Analysis In a short paragraph on the following slide, describe how using various reports in Salesforce would help SimplySocial make data-driven decisions. In your description, include: ● The overall purpose of reports, report filters, and report types ● The major steps you took to create various reports ● How SimplySocial would benefit from using reports Task 4: Business Case Analysis Type out your response to the prompt on the previous slide here. Reports in Salesforce enable data visualization and analysis to inform business decisions. Report filters refine data to specific needs, while report types determine data source. The major steps I took in creating various report types are: 1: Defined report objectives 2: Selected appropriate report types and objects 3: Configured report filters and columns 4: Added charts 5: Saved and shared reports with relevant stakeholders. Simplysocial will benefit from reports by, gaining insights into customers behaviours, Tracking KPIs and metrics etc Task 5: Create a New Report On the following slide, insert a screenshot of the new report you just created and ran. Task 5: Create a New Report Insert Task 5 screenshot here. Task 6: Create Report Charts On the following slides, insert screenshots of the charts you just created: ● ● ● Step 1: All opportunities of all time that have been “Closed — Won” among new customers, with opportunities grouped by industry Step 2: All leads of all time that are currently “Working — Contacted”, grouped by lead source Step 3: Expected revenue of all time for open opportunities where probability is >30% Task 6: Create Report Charts Insert Task 6, Step 1 screenshot here. Task 6: Create Report Charts Insert Task 6, Step 2 screenshot here. Task 6: Create Report Charts Insert Task 6, Step 3 screenshot here. Task 7: Create a Dashboard On the following slide, insert a screenshot of the dashboard you just created. Task 7: Create a Dashboard Insert Task 7 screenshot here. You have reached the end of this Project! This is the end of this Independent Project! Great job completing all these tasks in Salesforce. Make sure you download a copy of this deck for your portfolio.