www.salesforcefoundation.org/intl@tetsuwandrewDrew SmithProduct Program Manager, Asia PacificReports and DashboardsBasic Examples for Nonprofit Users
Defined set of records and fieldsReturned set of records that meets the Report TypeCharted results from ReportsHow Do The Pieces Work in Salesforce?
Assumptions:- You are the Administrator- Opportunities = Donations- Your Fundraising Team ‘Role’ and ‘Hierarchy’ are set up- You are using ChatterStep 1: The Fundraising Team Manager, Elliot Stuart wants to know the details on opendonation pledges weekly from May 1 through to September 30 and who owns the opendonation pledges so that he can follow up with each the team member.Step 2: Elliot has asked you to create some key charts around the open donation situation forthe period.1. Sum of open donations for each user over the period2. Sum of open donations each week over the period3. Track the progress on the open donation pledges total versus the $10,000 targetfor the next 3 months to understand if an extra marketing drive is neededStep 3: Elliot also wants this to run each week automatically on Monday at 7am and wantthese reports only visible to him and his team.Video Link HereReports and Dashboards – Scenario Demonstrations
Download this Deck:http://www.slideshare.net/SalesforcefoundationAPAC/Salesforce Reports and Dashboards: HereGetting Started with Analytics – Cheetsheet: HereSalesforce Foundation Best Help on Youtube: HereForcifyMe Nonprofit Salesforce Training Videos: HereWhere to Find More