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• Ramya sri

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Create reports and dashboards Create the four reports, two dashboards, and storage locations to help the Residential Sales team better understand the value of their accounts. Please refresh both dashboards immediately before checking your challenge. Step 1: Create a folder called Residential Reports and store these reports there. Set reports to display data for all accounts and created dates of all time unless instructed otherwise.

1. Accounts by Market First, Gabriela needs a breakdown of the account industry distribution between the utility accounts and the newly imported residential accounts. Create a matrix report (called Accounts by Market) that summarizes account types as rows (called Market) and account ratings as columns. Gabriela wants you to use the following account types (with all other types categorized as "Other"): 

Utility o



Include accounts of types Customer - Direct and Customer - Channel

Residential o

Include accounts of type Residential

Gabriela also wants a record count for each account type and account rating. Don’t show details.

Select “Account” object type and click continue..

Filters  Created Date  Range = All Time (To display all data)

Create Bucket field on Type Field.

Click Add bucket  name to Utility Click Add bucket  name to Residential Click All Values  Select “Customer-Direct” and “Customer-channel” and move to Utility Click all values  Select “Residential” and move to Residential Check  Bucket remaining values as others

Click OUTLINE GROUP ROWS  click Add Group Search  select “Market” GROUP COLUMNS Click Add Group Search  Select “Rating” OUTPUT:

SAVE REPORT  Accounts by Market

Report 2: High Value Residential The second report that Gabriela asks for can help the Sales Operations team focus attention on the most valuable residential accounts. Only residential accounts should be included. Create a summary report (called High Value Residential) that groups by Account Name and summarizes (sum) Annual Revenue.

ADD FILTER TYPE = RESIDENTIAL

GROUP ROWS BY ACCOUNT NAME

summarizes (sum) Annual Revenue In the Fields menu  search field “Annual Revenue”  double click this field to add in the report

Report 3: Rated Accounts by State Report: Which state have highest-rated accounts

Report Type: Account Report Format: Matrix Group Rows by: Billing State/Province Group columns by: Ratings Output: Record count for State and Account Rating

Report 4: Open Support Cases Purpose: help them resolve their support issues Report Type: Case Report Format: Summary Fields to Display: Case Owner, Subject, and Case Reason Group rows by: 1. Account Name, 2. Priority

Remove all fields except  Case Owner and Account Name

Add Case Reason Field

Group rows by Account name first and Priority

Apply Filter condition

Open = True and Status = New, Working and Esclated

Add Subject Field also in the report

Residential Dashboards Dashboards can help the new Residential Sales team understand which accounts are growing and which need attention. Your stakeholders came up with some guidelines for two dashboards. Create a folder called Residential Dashboards and store these dashboards there

Title

Subtitle

Source Report

Chart Details

Account Distribution

Number of Accounts by Industry Type

Accounts by Market

Click on +Components to add new components

Select the report  Accounts by Market



Donut Chart



Sliced By: Market



Sort Rows By: Label Ascending



Max Values Displayed: 2



Chart size: 5 cells wide and 5 cells high



Positioned in upper left

Top Top 10 High Value Accounts Residential Accounts

High Value Residential

Again select component and report  High Value Residential



Legacy Table



Sort Rows By: Value Descending



Max Values Displayed: 10



Chart size: 4 cells wide and 5 cells high



Positioned in upper right

Ratings by Rated Distribution of State Accounts by State

Rated Accounts by State



Stacked Vertical Bar Chart



Max Values Displayed: 15



Chart size: 9 cells wide and 3 cells high



Positioned below other components

Rep Scoreboard Dashboard

There’s no "I" in “team,” but there are six in “individual responsibility.” This dashboard, called Rep Scoreboard, contains the list of high-value accounts, rating distribution by state, and the list of open support cases. Users viewing this dashboard should only see data for themselves for these three components.

Title My Top Accounts

Subtitle Top 5 High Value Residential Accounts

Source Report Chart Details High Value  Legacy Table Residential  Sort Rows By: Value Descending 

Max Values Displayed: 5



Chart size: 4 cells wide and 3 cells high



Positioned in upper left

Open Support My Customers’ Open Cases Support Cases

Open Support Cases



Legacy Table



Max Values Displayed: 15



Sort Rows By: Value Descending



Chart size: 5 cells wide and 7 cells high



Positioned on right

My Accounts by State

Distribution of My Accounts by State

Rated Accounts by State



Stacked Vertical Bar Chart



Max Values Displayed: 10



Chart size: 4 cells wide and 4 cells high



Positioned in lower left