VISUALFORCE DASHBOARD COMPONENTS:  Visual force pages can be used as dashboard component also. The following VF page uses a standard controller “Cases” and is invoked in dashboard to give a list of all the cases.

http://www.rowalim.com/

Tabular Report with Row Limit

TABULAR REPORT WITH ROW LIMIT:  The following is a Tabular report that shows Row Limit. When you run the report only the limit of rows specified are shown which can be sorted ascending or descending by any field.

In the example below the fields are filtered and the row limit set to 10.

http://www.rowalim.com/

Support Calls by Priority Report in Salesforce

SUPPORT CALLS BY PRIORITY REPORT: The following report compares the number of support cases that are new, closed, or in-progress by priority. It contains a single standard report type: Cases. 

The field used for grouping is “Priority” and for each block the “Status” field is set to closed, new, or working, escalated.

http://www.rowalim.com/

Events with Lead Report in Salesforce

EVENTS WITH LEAD REPORT: The following is a matrix report showing the events with leads. The report is grouped by Leads and the Subject.

The report group all the leads that were "email, phone call, meeting" and another group "email, phone call,  meeting" and another "phone, meeting, email",... and so on.

http://www.rowalim.com/

Salesforce Opportunity Pipeline Predictor

OPPORTUNITY PIPELINE PREDICTOR: Using cross-block custom summary formulas, we can create a report that predicts Revenue based on a sales representative’s performance. The report below is an Opportunity Pipeline Report in Joined Format.

The cross-block custom summary formula to calculate Revenue is:

[Closing Next Month]AMOUNT:SUM*([Closed - Won]RowCount/([Closed-Lost]RowCount+[Closed-Won]RowCount))

http://www.rowalim.com/

Salesforce Opportunity Trend Report by Rowalim Technologies

OPPORTUNITY TREND REPORT:  The following is an opportunity trend report that shows the historical development of the opportunity pipeline per month. The report is summarized by Historical Close Date and the opportunity stage is Closed Won. For each Historical Close Date, the Sum of Historical Amount is shown in the Bar Graph below:

http://www.rowalim.com/

Sales Pipeline by Stage in a Bar Chart

SALES PIPELINE BY STAGE IN A BAR CHART : The following summary report creates a sales pipeline for the object Opportunity. The report is grouped by Stage field and the Summarized field is Amount which is sorted in ascending order.

http://www.rowalim.com/

The following report shows different opportunity an case records for each account

The following report shows different opportunity an case records for each account:

http://www.rowalim.com/

Joined Report that compares the tickets sold in the previous year and in current year

Joined Report that compares the tickets sold in the previous year and in current year: The report is filtered by :

Date of Purchase equals this year

Date of Purchase equals last year

To add a chart in joined reports we should do grouping of fields. Here the Destination field is grouped.

http://www.rowalim.com/

Using the Opportunity report by Rowalim Technologies

Closed Won Opportunity by Month – This pipeline is created by using the Opportunity report.

The records are grouped by Close Date Field, Amount Field and Account Name Field.

http://www.rowalim.com

Salesforce User Login Activities Report by Rowalim Technologies

User Login Activity Report - The following report tells us how many times a user logs in from their browser.

http://www.rowalim.com

Creating a reports on Opportunities by Rowalim Technologies

Question: How to create a report on opportunities that show the opportunities that are “Closed Won”, “Prospecting”, “Qualification” all in a single report ?

Answer: It is possible by using a joint report. With joint reports we can use data from multiple reports in the single report by creating blocks for each report.

Choose the Opportunity report type and create 3 blocks each with the fields- “Opportunity Name”, “Amount”, “AccountName”.

Now add the filter criteria to each block.

http://www.rowalim.com/

Salesforce Joint Reports by Rowalim Technologies

http://www.rowalim.com/

Joint Reports –The reports that contain data from multiple standard or custom report types in a single report are called joint reports. The joint reports are useful when you want to see the data of multiple report types through common fields between them. You can create upto 5 blocks in a joint report and for each block you can select different report types according to the common fields.

In the example below we have created a joint report for cases. The filter criteria for:

Block 1 is “Status equals New”

Block 2 is “Status equals Working”

Block 3 is “Status equals Escalated”

The records are grouped according to Priority.

Define Reporting Periods by Rowalim Technologies

Question: Is it possible to define reporting periods? for example, I want to summarize the data by the full month or by the full quarter, i.e., to view monthly or quarterly trends. I dont always want to see the data summarized by date.

Answer: yes it is possible. Just group by date field value. Then click on the down arrow next to the field. Now select “Group Dates By” from the menu.You can select- group by Calendar Week, Calendar Month, Calendar Quarter, etc

http://www.rowalim.com/

Reports and Dashboards by Rowalim Technologies

Reports and Dashboards - Reports and dashboards show how your organization  performed in the past and compare it with what’s happening at the moment. In short the Reports and Dashboards are used to measure the success of your company.

By building reports you can easily create dashboards for a quick diagrammatic view. Reports can be of tabular, summary or matrix type.

The following dashboard is based on Summary reports of Activities performed.

http://www.rowalim.com/