This document discusses using dashboard filters in Lightning to provide stakeholders easy access to opportunity win rate data based on different groupings. It recommends building a single opportunity win rate report, then cloning it for different groupings to feed a dashboard. The dashboard would include components for each grouping and filters to allow drilling down into the underlying reports. This empowers users by giving them self-service access to customized and consistent win rate data without needing ad hoc reports.

1. Use Dashboard Filters in Lightning to Empower Users
and Reduce Ad Hoc Reports
@Annie_SFDC
Annie Waddill, Salesforce Administrator

2. Solo Admin @ ForceBrands – a recruiting agency focusing in CPG Industries (Beverage, Food, Beauty,
Cannabis)
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Who am I?

3. Opportunity Win Rates
My company looks Opportunity Win Rates at a company level, but doesn’t have a clear breakdown of the
many factors that influence our win rates.
• Snapshots aren’t so great for informing business strategy.
Different stakeholders want to see detailed breakdowns for different parts of the business, and are
currently unable to do so.
• Many factors can influence Win Rates.
We need to give them easy access to Win Rates based on groupings such as Sales Team, Time Periods
(variable), Opportunity Type and Industry, and Account Type and Industry.
The Problem

4. Opportunity Win Rates
The Solution
#AwesomeAdmin to the rescue fulfilling ad hoc
requests
• Reporting requests are all funneled to me, allowing me
to complete these in my free time, and ensuring that
there is integrity and consistency across the board.

5. Opportunity Win Rates
Repeatedly creating ad hoc reports is neither efficient nor sustainable. We still have a problem.
Stakeholders want to see and compare win rates across different groupings and over different time
periods.
By creating a dashboard with these different components, we give them access to these high level
summaries, and then add filters to allow them to easily drill down into the exact information they want to
see.
The Problem

6. The Solution
How To

7. Build a Single Opportunity Win Rate Report

8. Calculate Numerical Win Rate
• How many closed Opportunities were won?
Calculate Financial Win Rate
• How much of the closed Opportunity Amount was won?
Calculate Opportunity Win Rate

9. Calculate Opportunity Win Rate
Add some custom fields to help with those calculations

10. Calculate Opportunity Win Rate
Add some custom fields to help with those calculations

11. Calculate Opportunity Win Rate
Numerical Win Rate

12. Calculate Opportunity Win Rate
Financial Win Rate

13. Clone your Source Report
Cloned for different groupings – will feed the Dashboard Components

14. Clone your Source Report – Example Cloned Report
Win Rate by Opp Type

15. Create Dashboard and add Components

16. Add Filters to your Dashboard

17. Drill Down into Reports from Filtered Dashboard

18. Questions?

19. Power of One
• https://success.salesforce.com/answers?id=9063000000048RbAAI
Relative Date Filters
• https://help.salesforce.com/articleView?id=filter_dates_relative.htm&type=5
• https://trailhead.salesforce.com/en/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-
managers/filter-your-reports
Dashboard Filters
• https://help.salesforce.com/articleView?id=dashboard_filters_overview.htm&type=5
Report Summary Formulas
• https://help.salesforce.com/articleView?id=building_custom_summary_formulas.htm&type=5
• https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_reports_dashboards
Resources

21. Add Filters to your Dashboard

22. Add Filters to your Dashboard

23. Add Filters to your Dashboard