Salesforce Report and Dashboard Project: Real-Life Use Cases

Create a Salesforce report and dashboard project that shows leads by channel on a single page, empowering marketing users to analyze campaign impact and allocate resources to top lead sources.

Create a dedicated marketing reports folder and build a leads by source report that groups data by lead source to reveal the most preferred channel. Apply filters for current and previous fiscal years, remove nonessential columns, and save the report as leads by source from last to FBI in marketing reports.

Create a marketing dashboard by adding the lead source report as a pie chart and a stat bar graph, and group created date by fiscal quarter to reveal trends.

Create a lead report to show quarterly trends in leads by fiscal quarter using data from the last two fiscal years, visualized as a line graph.

Create a Salesforce.org report on leads with converted information to track lead creation and conversion trends over last two fiscal years, then visualize with a line graph on a dashboard.

Explore the lead conversion ratio in Salesforce by summarizing quarterly conversion percentages from the last two years, using last modified dates to track opportunities and unqualified leads.

Create a lead conversion ratio report in Salesforce, calculating conversion percentage with a formula for two fiscal years, grouped by quarter, and visualize it as a chart on a dashboard.

Identify top potential leads in your Salesforce org using defined matrices and lead score to prioritize conversion potential; if absent, build a report on activities to gauge engagement.

Create an engagement-based Salesforce report to identify high-potential leads by counting activity records and lead score threshold, filter open leads, group by company, then publish as a dashboard table chart.

Calculate the opportunity win rate by campaign in Salesforce, linking campaigns to leads and opportunities, and compute it as closed won deals over total opportunities within a user-defined time period.

Create a campaigns with opportunities report to measure opportunity win rate by campaign in Salesforce. Group by campaign name and compute win percentage from closed won opportunities.

Build a sales dashboard with month-over-month comparisons across past years, using a fixed monthly axis to show opportunities for the selected month up to today.

Build a Salesforce opportunity report by close date and month; filter to closed opportunities, show the amount trend, and enable month-over-month comparisons in a dashboard.

Learn to build a revenue year-on-year per quarter report in salesforce using a row-level formula with the case function to extract quarters for clear cross-year comparisons.

Create a year-over-year growth report for sales reps, comparing 2022 to 2021 without custom fields, using opportunity owner and closed state, with a year-over-year change percentage formula.

Create a year-over-year growth report in Salesforce by grouping closed opportunities by owner and fiscal year, filtering current and prior two years, and calculating growth using the previous group function.

Identify best performing products and underperformers by building a two-year sales report for each product, showing opportunity products added by sales reps across regions and customers.

Shows building an opportunities-to-products report with line items per product, capturing product name and sales price, and visualizing trends as a bar chart on a dashboard.

Track month-on-month revenue trends by opportunity type for the last two years, analyzing closed opportunities to reveal whether existing or new customers drive the most value.

Create a Salesforce report showing revenue trends by opportunity type, grouping by close date and filtering current and prior fiscal years, then add a line chart to the dashboard.

Create a target vs achievement report to track quarterly targets against sales achievements, compute gaps and achievement percentages, using target and achievement objects linked to opportunities.

Create a Salesforce target and achievement report to display each sales rep's achievement percentage, compare target versus achievement, and visualize results with conditional formatting and dashboard charts.

Create a Salesforce report to predict the pipeline by grouping opportunities by sales rep and summarizing by the opportunity owner. Forecast revenue by multiplying open opportunities by the win ratio.

Create a pipeline predictor by building a joint report on opportunities, compute win ratio from lost and closed opportunities, and predict revenue from open opportunities.

Track how opportunities change over time by comparing past and current amounts with the opportunities with historical trends report in Salesforce, and enable historical trends in setup.

Track pipeline amount variance over time by enabling historical trending on opportunities, then compare current values to yesterday’s values to identify increases and decreases in opportunity amounts.

Identify and flag open opportunities that require updates due to overdue close dates to maintain accurate forecast and analytics in Salesforce.

Create a Salesforce report of opportunities past due by filtering close date to be less than today, then visualize it on a dashboard chart by owner with conditional formatting.

Create an opportunity history report to show average duration of each sales stage using the stage duration field, grouped by from stage, and save to sales reports to identify lag.

Create a report to measure sales funnel leakage and identify where opportunities drop off, from qualification through needs analysis, proposal, and negotiation.

Identify sales funnel leakage using the opportunity history report and end-stage closed lost filters. Calculate leakage percentage with a parent group formula and display as a line chart on dashboard.

Build service and case reports in Salesforce, extend your lead and campaign reporting, and apply variance and formula functions to dashboards for real-life use cases.

Create a simple report showing all open cases and their aging, so business management can see the average aging of each case and the time to close.

Create a Salesforce open cases report on the case object to show aging and filter records. Use a date value formula to extract the open date and compute average aging.

Create a summarized report showing the average aging of the case lifecycle by case status for each case owner, enabling management to identify slow stages and improve processes.

Create a case lifecycle report to compute average aging of case status per case owner, using case history, filters for open values, and a line chart saved to service folder.

Track the most frequent issues customers raise by creating a Salesforce report that shows the percentage of records per case type to help management reduce incoming cases.

Create a Salesforce report to track case types, compute each type's percentage, and use conditional formatting to highlight high and low percentages, then save the report for identifying client issues.

Create a service-based report showing the trend of cases created over the last four fiscal quarters, include a chart for clarity, and consult the solution video.

Create a Salesforce report on the case object, summarizing open date by fiscal quarter to show the number of cases created, last four fiscal quarters, with a line chart.

Create a project with use cases around engagement and activity records from sales and service reps in Salesforce, and build reports that measure engagement as a key performance metric.

Create a report on open activities for opportunities to show sales users what to close within a time frame, summarized by status and visualized with a pie chart.

Create an open activities report for opportunities, showing subject and opportunity name. Group by activity status and include tasks and events with a pie chart in the sales reports folder.

Create a dashboard chart showing the average activities per opportunity, reflecting engagement levels and communications by sales users for each deal.

Create a Salesforce report showing the average activities per opportunity by grouping on opportunity, using a summary formula for unique opportunities, and add it to a chart with conditional formatting.

Create a year-on-year variance report of activities by sales reps, using close-date summaries and assigned-user rows, with year-on-year difference and percentage formula columns.

Create a year-over-year variance report of activities by assigned user, using activities with opportunities (and accounts if needed), summarized by fiscal year and showing year-over-year difference and percentage change.

Keep building more reports and dashboards in Salesforce report builder to solve real business challenges with data-driven analytics.