In this app, you create and access multiple reports and dashboards. These dashboards will be able to help visualize data from your pipeline.

Reports

Navigating to Reports

You can navigate to the report page from the Sales CRM side panel.

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Interacting with Reports

In the report tab, you will now be able to see all the reports. Anyone can create or view a report, but only someone with the admin permission will be able to edit reports that are not created by them.

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You can see a report by clicking on its name

You can create a new report from the upper right under “+ New report”. From there, you will go to the report graph creation process.

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When creating a report or editing an existing report, you will go to the report creation page. There, you will have access to a few options.

1. Report Title: This is where you can name the report

2. Report Filters: This is where you can add one or multiple filters based on Sales CRM fields (and custom fields). Do note that at this time, some values will require a specific number or a specific variable name (case sensitive) in order to show data.

   1. When a filter is created, the bottom right of the chart will show how many records are being shown.

3. Type of Graph: There are multiple graphs that you can choose to visualize your report. The options include:

   1. Vertical Bar Graph

   2. Horizontal Bar Graph

   3. Pie Graph

   4. Line graph

   5. Data aggregator Graph: Will display an aggregation of the type of data chosen to be displayed.

   6. Deals table: Will display the deals that match the filters.

   7. Goals: Will use existing goals to display the data against.

Do note that not all graphs allow you to display the same type of information.

4. Measure by: Some graphs give you the possibility to change the Y axis of the graph is calculated based on the chosen option. E.g: Deal value, Average Deal value, Number of deals, Assignee, Status, etc.

5. View by: Some graphs give you the possibility to change how the X axis of the graph is calculated based on the chosen option. E.g: Sale Funnel, Stage, Status, Assignee, date created, expected close date.

6. Segment by: Some graphs give you the possibility to group the data further. E.g: Sale Funnel, Stage, Status, Assignee

7. Deals: Below the graph, you will be able to see the leads that are being displayed in the graph and the amount of records that are being used.

8. Export: This will allow you to export the report as a .csv. You will see the all the data that is part of the graph.

9. Delete: This will permanently delete the current report.

10. Add to dashboard: If you want the whole team to see the graph you created, you can add it to the team’s dashboard by clicking on the “add to dashboard” button.

11. Close: This will close the dashboard and will bring you back to the report page. Do note that Sales CRM does not automatically save your reports.

12. Save: This will save your report to the report page for easy access at a later time. Do note that Sales CRM does not automatically save your reports.

Dashboard and Report workflow

Here is the workflow for Report and Dashboard functionality in Sales CRM

Start with a report

A report will be the starting phase for all your graphs. Reports are meant to be used on a user basis for a one time/recurring view of some dataset.

Add to dashboard

Once you are happy with the report, you can add it to the dashboard for the team to visualize the data. Note that the dashboard has maintained its core functionality (create new report, change graphs sizes, move the graphs, delete the graphs).

 Accessing your dashboard

You can access the dashboard in the left side of the app under the “pie chart” icon.

Dashboard

Accessing your dashboard

You can access the dashboard in the left side of the app under the “pie chart” icon.

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The Dashboard will display all your published reports. Only someone with the admin permission will be able to manipulate the reports.

Interacting with your dashboard

In the dashboard, you will be able to do the following actions:

1. Add new Report: You can click on”+ New report” to create a new report. This will automatically bring you to the report page.

2. Delete Report: By clicking on the “three dots” on the corner of a specific report, you will have the option to delete the report

3. Report Settings: By clicking on the “three dots” on the corner of a specific report, you will have the option to edit the specific report. This will take you to the report configuration screen where you will be able to make the modifications.

4. Moving and resizing your reports: You can move a report by drag and dropping it. The highlighted section will display where the report will go. You can resize a report from the bottom right corner of the report. An arrow will appear on your cursor when the option becomes available. From there, simply click and drag to the desired size; the highlited section will display the new size of the report. Do note that you will need an “empty space” in order to resize the report.

FAQ about Reports and Dashboards

1. Are Reports dynamic (i.e: data automatically updates)

   1. Yes, At this time, all reports are dynamic

2. When I change type of data in a report, sometimes it doesn’t save my view

   1. A report is meant to show a single type of graph. Therefore, if you want to showcase data in a different style, you are better off creating another report.

3. What happens when I change the type of report for a report that’s published on the dashboard?

   1. Once you change the type of report and save it, the modified version will now be displayed in the dashboard.

4. Oops, I deleted my dashboard graph, what should I do?

   1. Simply go back to your report and republish it to the dashboard again

5. Is there a way to report on all pipelines?

   1. At this time, this is not possible.

6. What is the future of reports and dashboards?

   1. We are planning on adding more functionalities to the reports and dashboards - if you have something in mind, please reach out to us!