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 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.

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.

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.

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.

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.

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.

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.

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

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.