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 Chart Details
Report
Account Number of Accounts Accounts by  Donut Chart
Distribution by Industry Type Market
 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

Click on +Components to add new components

Select the report  Accounts by Market

Top Top 10 High Value High Value  Legacy Table
Accounts Residential Accounts Residential
 Sort Rows By: Value
Descending
 Max Values Displayed: 10
 Chart size: 4 cells wide
and 5 cells high

 Positioned in upper right

Again select component and report  High Value Residential

Ratings by Rated Distribution of
State Accounts by State
Rated Accounts  Stacked Vertical Bar Chart
by State
 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 Subtitle Source Report Chart Details

My Top Top 5 High Value High Value  Legacy Table
Accounts Residential Accounts 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 Open Support  Legacy Table
Cases Support Cases Cases
 Max Values Displayed: 15
 Sort Rows By: Value
Descending
 Chart size: 5 cells wide and
7 cells high

 Positioned on right
My Accounts Distribution of My Rated Accounts  Stacked Vertical Bar Chart
by State Accounts by State by State
 Max Values Displayed: 10
 Chart size: 4 cells wide
and 4 cells high

 Positioned in lower left