13 Reportsand Dashboards Exercise Guide

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ADMINISTRATION
ESSENTIALS FOR NEW
ADMINS
(REPORTS AND
DASHBOARDS)
Exercise Guide

EXERCISE GUIDE

Reports and Dashboards

Table of Contents
7-1: Run and Modify a Report ...........................................................................................................1
7-2: Create a Simple Custom Report................................................................................................4
7-3: Create a Matrix Report................................................................................................................6
7-4: Use Filters and Filter Logic in a Report .....................................................................................8
7-5: Create a Custom Report .......................................................................................................... 10
7-6: Filter a Report with Relative Date Values .............................................................................. 12
7-7: Add a Custom Summary Formula.......................................................................................... 13
7-8: Add Highlights and a Chart ..................................................................................................... 15
7-9: Schedule and Email a Report.................................................................................................. 17
7-10: Create Custom Adoption Reports ....................................................................................... 19
7-11: Build a Global Sales Dashboard ........................................................................................... 22
7-12: Create a User Adoption Dashboard .................................................................................... 26

EXERCISE GUIDE

Reports and Dashboards

7-1: Run and Modify a Report
Goals:
Allison Wheeler, VP of Global Sales, has requested a report showing all of her sales team’s
opportunities, by rep, that have been won this year.
Tasks:
1.
2.
3.
4.

Create a new report folder called Global Sales Reports.
Run the standard Opportunity Pipeline report.
Modify the report to meet the requirements using the report options.
Save the report as Closed Business YTD in the Global Sales Reports folder.

Time:
5 minutes

Instructions:
1. Create a new report folder called Global Sales Reports.
A. Click the Reports tab.
B. To the right of the Find a folder… box, click the button and select New Report
Folder, and then complete the Folder Edit page.

i. Report Folder Label: Global Sales Reports
ii. Click Save.
C. Hover over the newly created Global Sales Reports folder and click the down arrow
that appears to the right.

EXERCISE GUIDE

Reports and Dashboards

D. Click Share.
i.

Share with: Roles and Subordinates
a. Click Share next to VP of Global Sales/Sales Operations.
b. Access: Viewer
c. Click Done.

ii. Share with: Users
a.
b.
c.
d.

Click Share next to Allison Wheeler.
Access: Viewer
Repeat for John Wiseman.
Click Done.

E. Click Close.
2. Run the standard Opportunity Pipeline report.
A. Click the Opportunity Reports folder.
B. Click the Opportunity Pipeline report.
3. Modify the report to meet the requirements using the report options.
A. Modify the report options.
i. Summarize information by: Opportunity Owner
ii. Range: Current FY
iii. Opportunity Status: Closed Won
B. Click Run Report.
C. Click Hide Details.
4. Save the report as Closed Business YTD in the Global Sales Reports folder.
A. Click Save As, and then complete the Save Report details.
i. Report Name: Closed Business YTD
ii. Report Description: What opportunities have we won this fiscal

EXERCISE GUIDE

Reports and Dashboards

year?
iii. Report Folder: Global Sales Reports
B. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-2: Create a Simple Custom Report
Goals:
Allison Wheeler, VP of Global Sales, would like a report showing all open opportunities,
organized by sales rep, with the opportunity amount subtotaled for each rep.
Tasks:
1.
2.
3.
4.
5.
6.

Create a new opportunity report.
Set the scope of the report using the standard filters.
Change the columns as required.
Select the format and grouping.
Add a summary field.
Save the report as Opportunities by Rep in the Global Sales Reports folder.

Time:
5 minutes

Instructions:
1. Create a new opportunity report.
A. Click the Reports tab.
B. Click New Report.
C. In the Select Report Type list, double-click Opportunities, and then select
Opportunities from the list that appears.
D. Click Create. If you are prompted to take a tour of the report builder, click No
Thanks.
2. Set the scope of the report using the standard filters.
A. In the Filters pane, set the Opportunity Status to Open.
B. Set the Range to All Time.
3. Change the columns as required.
A. Hold down CTRL and click the column headers.
Type
Lead Source
Next Step
Fiscal Period
Age
Created Date
Owner Role
B. Click on one of the selected column headers and drag the selection into the Fields

EXERCISE GUIDE

Reports and Dashboards

pane.
C. Hold down CTRL and click the column headers.
Opportunity Owner
Account Name
D. Drag the selected columns and drop them in front of the Opportunity Name
column.
E. From the Fields pane, drag the Stage Duration field into the preview pane and drop
it to the right of the Stage column.
4. Select the format and grouping.
A. At the top of the Preview pane, click Tabular Format and select Summary.

B. Hover over the Opportunity Owner column heading, click the arrow button that
appears, and select Group by this Field.
5. Add a summary field.
A. Hover over the Amount column heading, click the arrow button that appears, and
select Summarize this Field.
B. Select the Sum checkbox, and click Apply.
6. Save the report as Opportunities by Rep in the Global Sales Reports folder.
A. Click Run Report.
B. Click Save As, and then complete the Save Report details.
i. Report Name: Opportunities by Rep
ii. Report Description: What opportunities do my reps have in the
pipeline?
iii. Report Folder: Global Sales Reports
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-3: Create a Matrix Report
Goals:
Allison Wheeler, VP of Global Sales, would like the Opportunities by Rep report to show
opportunities additionally grouped by Close Date and displayed in a table.
Tasks:
1. Modify the Opportunities by Rep report to additionally group by the calendar month of
the Close Date.
2. Change the format of the report to matrix.
3. Save the report as a new report called Opportunities by Rep and Close Month in the
Global Sales Reports folder.
Time:
5 minutes

Instructions:
1. Modify the Opportunities by Rep report to additionally group by the calendar month of
the Close Date.
A. Click the Reports tab.
B. Click the Action button (down arrow) next to the Opportunities by Rep report, and
select Customize.

C. Drag the Close Date column heading into the Drop a field here to create a grouping
drop zone.
D. On the left of the first Close Date summary row, click the arrow button and do the
following:
i. Hover over Group Dates By
ii. Select Calendar Month
2. Change the format of the report to matrix.
A. Click Summary Format and select Matrix.
B. Click Show, and then click Details to deselect it.

EXERCISE GUIDE

Reports and Dashboards

3. Save the report as a new report called Opportunities by Rep and Close Month in the
Global Sales Reports folder.
A. Click Run Report.
B. Click Save As, and then complete the Save Report details.
i. Report Name: Opportunities by Rep and Close Month
ii. Report Description: What opportunities do my reps have in the
pipeline and when do they close?
iii. Report Folder: Global Sales Reports
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-4: Use Filters and Filter Logic in a Report
Goals:
Conner McCoy, VP of Marketing, would like to see a list of all customer accounts based in
New York, Massachusetts, Pennsylvania, or New Jersey that have either a Prospect Rating of
Hot, or Annual Revenue over 8 million.
Tasks:
1. Create a new account report.
2. Add the necessary filters and filter logic:


Type is Customer.



Billing State/Province is New York, Massachusetts, Pennsylvania, or New Jersey.



Prospect Rating is Hot or Annual Revenue is greater than 8 million.

3. Save the report as Northeast Target Accounts in the Marketing Reports folder.
Time:
5 minutes

Instructions:
1. Create a new account report.
A. Click the Reports tab.
B. Click New Report.
C. In the Select Report Type list, double-click Accounts and Contacts, and then select
Accounts from the list that appears.
D. Click Create.
E. In the Filters pane, set the new report filter criteria.
i. Show: All accounts
ii. Range: All Time
F. Hold down CTRL, click the following column headers, and drag them into the Fields
pane:
Last Activity
Last Modified Date
G. In the Fields pane, double-click Annual Revenue to add it to the report.
2. Add the necessary filters and filter logic.
A. In the Filters pane, click Add, and create the needed filters (click OK after each one,
and click Add to create the next).

EXERCISE GUIDE

Reports and Dashboards

i.
ii.
iii.
iv.

Type equals Customer
Billing State/Province equals NY, MA, PA, NJ
Prospect Rating equals Hot
Annual Revenue greater than 8000000

B. Click the arrow part of the Add button and select Filter Logic.
C. In the Filter Logic field, change the logic to 1 AND 2 AND (3 OR 4) and click OK.
3. Save the report as Northeast Target Accounts in the Marketing Reports folder.
A. Click Run Report.
B. Click Save As, and then complete the Save Report details.
i. Report Name: Northeast Target Accounts
ii. Report Description: Who are our important customers in the
northeast states?
iii. Report Folder: Marketing Reports
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-5: Create a Custom Report
Goals:
Conner McCoy, VP of Marketing, wants to perform industry segmentation analysis on
customer accounts and has requested a report displaying all customer accounts grouped
by industry. He would like to see an annual revenue subtotal for all customers in each
industry.
Tasks:
1.
2.
3.
4.

Create a new account report showing all accounts.
Group the accounts by Industry, and summarize the Annual Revenue field.
Add a filter to limit the report to just customer accounts.
Save the report as Accounts by Industry in the Marketing Reports folder.

Time:
5 minutes

Instructions:
1. Create a new account report.
A. Click the Reports tab.
B. Click New Report.
C. In the Select Report Type list, double-click Accounts and Contacts, and then select
Accounts from the list that appears.
D. Click Create.
E. In the Filters pane, set the new report filter criteria.
i. Show: All accounts
ii. Range: All Time
F. Hold down CTRL, click the following column headers, and drag them into the Fields
pane:
Prospect Rating
Last Activity
Last Modified Date
G. In the Fields pane, hold down CTRL, and select the following fields:
Annual Revenue
Industry
H. Drag the selected fields into the Preview pane and drop them to the right of the
Account Name column.

EXERCISE GUIDE

Reports and Dashboards

2. Group the accounts by Industry, and summarize the Annual Revenue field.
A. Hover over the Industry column heading, click the arrow button that appears, and
select Group by this Field.
B. Hover over the Annual Revenue column, click the arrow button that appears and
select Summarize by this field.
C. Click Sum.
D. Click Apply.
3. Add a filter to limit the report to just customer accounts.
A. In the Filters pane, click Add.
B. Create the filter Type equals Customer
C. Click OK.
4. Save the report as Accounts by Industry in the Marketing Reports folder.
A. Click Run Report.
B. Click Save As, and then complete the Save Report details.
i. Report Name: Customer Accounts by Industry
ii. Report Description: What are the customer accounts grouped by
industry?
iii. Report Folder: Marketing Reports
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-6: Filter a Report with Relative Date Values
Goals:
John Wiseman, CEO, is very focused on user adoption and wants to ensure the company is
getting the most out of its user licenses. He wants a weekly report of all users who have
NOT logged into Salesforce in the last seven days.
Tasks:
1. Customize the standard Users Logged in This Week report to display users, by role, who
have not logged in during the last seven days.
2. Save the report as a new report called Wall of Shame in the Adoption Reports folder.
Time:
5 minutes

Instructions:
1. Customize the standard Users Logged in This Week report to display users who have not
logged in during the last seven days.
A.
B.
C.
D.

Click the Reports tab.
Click the Administrative Reports folder.
Click the Users Logged in This Week report.
Click Customize.
i. In the Filters pane, from the Range picklist, select All Time.
ii. In the Fields pane, find Role and double-click to add it to the report.
ii. Hover over the Role column heading, click the arrow button that appears, and
select Group by this Field.
iii. In the Filters pane, click Add.
iv. Create the filter Last Login not equal to Last 7 Days (enter Last 7 Days
manually).
v. Click OK.

E. Click Run Report.
2. Save the report as a new report called Wall of Shame in the Adoption Reports folder.
A. Click Save As, and then complete the Save Report details.
i. Report Name: Wall of Shame
ii. Report Description: Who hasn’t logged in the last 7 days?
iii. Report Folder: Adoption Reports
B. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-7: Add a Custom Summary Formula
Goal:
Allison Wheeler, VP of Global Sales, would like a report showing the company’s win rates by
sales rep.
Tasks:
1. Modify the Opportunities by Rep report to display closed opportunities by sales rep.
2. Add a custom summary formula to display the win rate by sales rep.
3. Save the report as a new report called Sales Rep Win Rates in the Global Sales Report
folder.
Time:
5 minutes
Instructions:
1. Modify the Opportunities by Rep report to display closed opportunities by sales rep.
A. Click the Reports tab.
B. Click the Action button (down arrow) next to the Opportunities by Rep report, and
select Customize.
C. In the Filters pane, from the Opportunity Status picklist, select Closed.
2. Add a custom summary formula to display the win rate by sales rep.
A. In the Fields pane, double-click Add Formula, and enter the formula.
i.
ii.
iii.
iv.
v.
vi.

Column Name: Win Rate
Description: Ratio of won to closed opportunities.
Format: Percent
Decimal Places: 2
Where will this formula be displayed?: At all summary levels
In the Formula section, click Summary Fields, hover over Won, and then select
Sum.
vii. Click Operators, and then select /Divide.
viii. Click Summary Fields, hover over Closed, and then select Sum.
ix. Click OK.
B. Click Show, and then click Details to hide details.
3. Save the report as a new report called Sales Rep Win Rates in the Global Sales Report
folder.
A. Click Run Report.
B. Click Save As, and then complete the Save Report details.

EXERCISE GUIDE

Reports and Dashboards

i. Report Name: Sales Rep Win Rates
ii. Report Description: How well are my sales reps closing?
iii. Report Folder: Global Sales Reports
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-8: Add Highlights and a Chart
Goal:
Allison Wheeler, VP of Global Sales, wants to highlight sales rep win rates in different colors
to help identify the high and the low performers. She also wants to compare these win rates
visually in a chart.
Tasks:
1. Modify the Sales Rep Win Rates report to add a conditional highlight to the Win Rate
summary formula.
2. Add a vertical bar chart to compare sales rep win rates.
3. Save the report with the same name.
Time:
5 minutes

Instructions:
1. Modify the Sales Rep Win Rates report to add a conditional highlight to the Win Rate
summary formula.
A. Click the Reports tab.
B. Click the Action button (down arrow) next to the Sales Rep Win Rates report, and
select Customize.
C. Click Show, select Conditional Highlighting… and complete as follows:

i. From the Select Field picklist, select Win Rate.
ii. In the next field to the right, enter 40 as the low breakpoint.
iii. In the next field to the right, enter 70 as the high breakpoint.
D. Click OK.
2. Add a vertical bar chart to compare sales rep win rates.
A. Click Add Chart.
B. From the Select Type options at the top of the Chart Editor, select Vertical Bar

EXERCISE GUIDE

Reports and Dashboards

Chart.
i. On the Chart Data tab, from the Y-Axis picklist, select Win Rate.
ii. Click the Formatting tab, and complete as follows:
a. Chart Title: Sales Rep Win Rates
b. Enable Hover: Select
c. Chart Size: Small
C. Click OK.
3. Save the report with the same name.
A. Click Run Report.
B. Click Save.
C. Click Save & Return to Report.

EXERCISE GUIDE

Reports and Dashboards

7-9: Schedule and Email a Report
Goal:
Allison Wheeler, VP of Global Sales, would like to have the latest Sales Rep Win Rates report
emailed to her every Wednesday morning ready for her 9:00 am team meeting.
Tasks:
1. Run the Sales Rep Win Rates report.
2. Schedule the report as per Allison’s request.
3. Unschedule the report.
Time:
5 minutes

Instructions:
1. Run the Sales Rep Win Rates report.
A. Click the Reports tab.
B. Click the Sales Rep Win Rates report.
2. Schedule the report as per Allison’s request.
A. Click the arrow part of the Run Report button, and select Schedule Future Runs…
B. Complete the Schedule Report page.
i.
ii.
iii.
iv.
v.
vi.

Running User: Allison Wheeler
Email Report: To me and/or others…
Search: Users
From the Select From list, select Allison Wheeler, and then click Add.
Frequency: weekly on Wednesday
Preferred Start Time: Click the Find available options… link and select the
earliest available time.
vii. Click Save Report Schedule.
C. Click the Reports tab.
D. In the Scheduled column, hover over the check next to Sales Rep Win Rates to see
the schedule details.
3. Unschedule the report.
A.
B.
C.
D.

Click the Sales Rep Win Rates report.
Click the arrow part of the Run Report button, and select Schedule Future Runs…
Click Unschedule Report to cancel the schedule.
Click OK in the warning box.

EXERCISE GUIDE

Reports and Dashboards

Note: This step is to ensure you won’t receive weekly emails to your personal email
address used in the training environment.

EXERCISE GUIDE

Reports and Dashboards

7-10: Create Custom Adoption Reports
Goal:
John Wiseman, CEO, would like to see how well Salesforce CRM has been adopted by the
AW Computing users. He wants to see how many new records are being created, and who
is and who isn’t logging in regularly.
Tasks:
Create reports to display the following:
1. The number of opportunities created in the last 120 days, grouped by close month and
owner role.
2. The number of active users (users who have logged in over the past 7 days).
Time:
10 minutes

Instructions:
1. Create a report to display the number of opportunities created in the last 120 days,
grouped by close month and owner role.
A. Click the Reports tab.
B. Click New Report.
C. In the Select Report Type list, double-click Opportunities, and then select
Opportunities from the list that appears.
D. Click Create.
E. Set the new report filter criteria.
i.
ii.
iii.
iv.
v.

Show: All Opportunities
Opportunity Status: Any
Probability: All
Date Field: Created Date
Range: Last 120 Days

F. Remove all columns except Opportunity Name, Amount, Close Date, Created Date,
Opportunity Owner and Owner Role.
G. Click Tabular Format, and select Summary.
H. Group the opportunities by Close Date and Owner Role as follows:
i.

From the Preview pane, drag the Close Date field into the Drop a field here to
create a grouping drop zone.
ii. Click the arrow button on the left of the first Close Date summary row.

EXERCISE GUIDE

Reports and Dashboards

iii. Hover over Group Dates By and select Calendar Month.
iv. From the Preview pane, drag the Owner Role field into the Drop a field here to
create a grouping drop zone to create a second level of grouping.
I. Click Run Report.
J. Click Save As, and enter the report details.
i. Report Name: Opportunities Created in Last 120 Days
ii. Report Description: How productive are our sales reps?
iii. Report Folder: Adoption Reports
K. Click Save and Return to Report.
2. Create a report to display the number of active users (users who have logged in over the
past 7 days).
A. Click the Reports tab.
B. Click New Report.
C. In the Select Report Type list, double-click Administrative Reports, and then select
Users from the list that appears.
D. Click Create.
E. Set the filter criteria.
i. View: Active Users
ii. Date Field: Last Login
iii. Range: Last 7 Days
F. Remove the following columns:
Profile
Alias
Last Login
G. Add the Login Date/Time column.
i. In the Fields pane Quick Find box, enter login.
ii. Double-click the Login Date/Time field to add it as a column.
H. Click Tabular Format, and select Summary.
I. Drag the Username column heading into the Drop a field here to create a grouping
drop zone.
J. Summarize by Active as follows:
i.

Hover over the Active column heading, click the arrow button that appears, and
select Summarize this Field.

K. Select Sum, and click Apply.
L. Click Save, and enter the report details.

EXERCISE GUIDE

Reports and Dashboards

i. Report Name: No. of Users Logged in Last 7 Days
ii. Report Description: How many users have logged in over the last 7
days?
iii. Report Folder: Adoption Reports
M. Click Save and Run Report.

EXERCISE GUIDE

Reports and Dashboards

7-11: Build a Global Sales Dashboard
Goal:
Allison Wheeler, VP of Global Sales, would like a dashboard to display the key information
from her sales reports. The dashboard should also be accessible to her team.
Tasks:
1.
2.
3.
4.
5.
6.

Create a new folder called Global Sales Dashboards.
Create the Global Sales dashboard with Allison Wheeler as the running user.
Add a Closed Business YTD gauge component.
Add Opportunities by Rep chart and metric components.
Add Sales Rep Win Rates table and gauge components.
Save the dashboard and schedule a daily refresh at 8:00 am.

Time:
10 minutes

Instructions:
1. Create a new folder called Global Sales Dashboards.
A. Click the Reports tab.
B. To the right of the Find a folder… box, click the button and select New Dashboard
Folder, and then complete the Folder Edit page.

i. Dashboard Folder Label: Global Sales Dashboards
ii. Click Save.
C. Hover over the newly created Global Sales Dashboards folder and click the down
arrow that appears to the right.

EXERCISE GUIDE

Reports and Dashboards

D. Click Share.
i.

Share with: Roles and Subordinates
a. Click Share next to VP: of Global Sales/Sales Ops.
b. Access: Viewer
c. Click Done.

E. Click Close.
2. Create the Global Sales dashboard with Allison Wheeler as the running user.
A. Click New Dashboard. (Click No Thanks if you see a message prompting you to take
a tour.)
B. In View dashboard as, enter Allison Wheeler
3. Add a Closed Business YTD gauge component.
A. From the Components tab on the left, drag the Gauge component into the first
column.
B. Click the Data Sources tab, and in the Quick Find box, enter closed
C. Drag the Closed Business YTD report onto the Gauge component.
D. Click on the text areas of the component to enter the corresponding information.
i. Edit Header: Closed Business
ii. Edit Title: Closed Business YTD
iii. Edit Footer: Value of won opportunities this fiscal year.
E. Click the edit attributes (wrench) icon on the component.
F. Click the Formatting tab and enter the component settings, ignoring any red error
messages that appear.
i.
ii.
iii.
iv.
v.

Minimum: 0
Breakpoint 1: 2000000
Breakpoint 2: 4000000
Maximum: 6000000
Show %: Select

G. Click OK.
4. Add Opportunities by Rep chart and metric components.
A. On the Data Sources tab, in the Quick Find box, enter opportunities
B. Drag the Opportunities by Rep report twice into the second column.
C. Click the Components tab, and drag the Vertical Bar Chart component onto the
first source report in the second column.
D. Click on the text areas of the component to enter the corresponding information.

EXERCISE GUIDE

Reports and Dashboards

i. Edit Header: Sales Pipeline
ii. Edit Title: Open Opportunities by Rep
E. Click the edit attributes (wrench) icon on the component.
F. Click the Formatting tab, and enter the component settings.
i. Sort Rows By: Value Descending
ii. Show Details on Hover: Select
G. Click the Component Data tab, and from the Drill Down to picklist, select Record
Detail Page.
H. Click OK.
I. Click the Components tab, and drag the Metric component onto the second source
report in the second column.
J. Click on the text areas of the component to enter the corresponding information.
i.

Label (box next to value): Total Open Opportunities

ii. Edit Footer: This column displays the current value of open
opportunities in sales pipeline.
5. Add Sales Rep Win Rates table and gauge components.
A. Click the Components tab, and drag the Table and Gauge components into the
third column.
B. Click the Data Sources tab, and in the Quick Find box, enter win
C. Drag the Sales Rep Win Rates report onto the Table component.
D. Click on the text areas of the component to enter the corresponding information.
i. Edit Header: Win Rates
ii. Edit Title: Leaderboard
E. Click the edit attributes (wrench) icon on the component.
F. Click the Formatting tab, and enter the component settings.
i. Sort Rows By: Value Descending
ii. Show Chatter Photos: Select

EXERCISE GUIDE

Reports and Dashboards

G. Click OK.
H. Drag the Sales Rep Win Rates report onto the Gauge component in the third
column.
I. Click on the text areas of the component to enter the corresponding information.
i. Edit Title: Company Win Rate
ii. Edit Footer: Values in this column are based on ratio of won to
closed opportunities.
J. Click the edit attributes (wrench) icon on the component.
K. Click the Formatting tab, and enter the component settings, ignoring any red error
messages that appear.
i.
ii.
iii.
iv.

Minimum: 0
Breakpoint 1: 40
Breakpoint 2: 70
Maximum: 100

L. Click OK.
6. Save the dashboard and schedule a daily refresh at 8:00 am.
A. Click Save, and then complete the Save Dashboard details as follows:
i. Title: Global Sales Dashboard
ii. Save To: Global Sales Dashboards
B. Click Save and Run Dashboard.
C. Click the arrow part of the Refresh button, and select Schedule Refresh…
D. Complete the Schedule Dashboard Refresh page.
i. Email Dashboard: To me and To others…
ii. Search: Roles and Subordinates
iii. From the Select From list, select Role and Subordinates: VP of Global
Sales/Sales Ops, and then click Add.
iv. Frequency: Daily and Every Weekday
v. Preferred Start Time: Click the Find available options… link and select 8:00 AM.
E. Click Save.
F. Unschedule the Dashboard Refresh to avoid receiving emails from the training org.
i. Click the arrow part of the Refresh button, and select Schedule Refresh…
ii. Click Unschedule Dashboard.
iii. Click OK.

EXERCISE GUIDE

Reports and Dashboards

7-12: Create a User Adoption Dashboard
Goal:
John Wiseman, CEO, has requested a user adoption dashboard to display the key data from
his adoption reports. The dashboard should be visible to the Executive team and Sales
Operations only.
Tasks:
1.
2.
3.
4.
5.

Create a new folder called Executive Dashboards.
Create the User Adoption dashboard with John Wiseman as the running user.
Add a gauge component to show active users this week.
Add a chart component to show new opportunities created in the last 120 days.
Add a table component to show roles who have not logged in over the past 7 days.

Time:
10 minutes

Instructions:
1. Create a new folder called Executive Dashboards.
A. Click the Reports tab.
B. To the right of the Find a folder… box, click the button and select New Dashboard
Folder, and then complete the Folder Edit page.
i. Dashboard Folder Label: Executive Dashboards
ii. Click Save.
C. Hover over the newly created Executive Dashboards folder and click the down
arrow that appears to the right.
D. Click Share.
i.

Share with: Roles
a. Click Share next to the following roles:
CEO
VP of Finance
VP of Global Sales/Sales Ops
VP of Human Resources
VP of Marketing
VP of Services
b. Access: Viewer
c. Click Done.

EXERCISE GUIDE

Reports and Dashboards

E. Click Close.
2. Create the User Adoption dashboard with John Wiseman as the running user.
A. Click New Dashboard.
B. In View dashboard as, enter John Wiseman
3. Add a gauge component to show active users this week.
A.
B.
C.
D.

From the Components tab, drag the Gauge component into the first column.
Click the Data Sources tab, and in the Quick Find box, enter users
Drag the No. of Users Logged in Last 7 Days report onto the Gauge component.
Click on the text areas of the component to enter the corresponding information.
i. Edit Header: Active Users
ii. Edit Title: Users Logging In
iii. Edit Footer: Number of users who have logged in over past 7 days.

E. Click the edit attributes (wrench) icon on the component.
F. Click on the Formatting tab and enter the component settings, ignoring any red
error messages that appear.
i.
ii.
iii.
iv.

Minimum: 0
Breakpoint 1: 20
Breakpoint 2: 40
Maximum: 60

G. Click OK.
4. Add a chart component to show new opportunities created in the last 120 days.
A. On the Data Sources tab, in the Quick Find box, enter opportunities
B. Drag the Opportunities Created in Last 120 Days report into the second column.
C. Click the Components tab, and drag the Line Chart component onto the source
report in the second column.
D. Click on the text areas of the component to enter the corresponding information.
i. Edit Header: Record Creation
ii. Edit Title: New Opportunities by Role
iii. Edit Footer: Number of new opportunities created in last 120 days.
E. Click the edit attributes (wrench) icon on the component.
F. Click the Component Data tab, and from the Group By picklist, select Auto.
G. Click OK.
5. Add a table component to show roles who have not logged over the past 7 days.
A. From the Components tab, drag the Table component into the third column.
B. Click the Data Sources tab, and in the Quick Find box, enter shame

EXERCISE GUIDE

Reports and Dashboards

C. Drag the Wall of Shame report onto the Table component.
D. Click on the text areas of the component to enter the corresponding information.
i. Edit Header: Inactive Users
ii. Edit Title: Wall of Shame
iii. Edit Footer: Number of users per role who have not logged in over
past 7 days.
E. Click the edit attributes (wrench) icon on the component.
F. Click on the Formatting tab, and from the Sort Rows By picklist, select Value
Descending.
G. Click OK.
H. Click Save, and then complete the Save Dashboard details.
i. Title: User Adoption Dashboard
ii. Save To: Executive Dashboards
I. Click Save and Run Dashboard.

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PDF Version                     : 1.5
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Author                          : mjorjani
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Create Date                     : 2016:06:15 14:52:17+05:30
Modify Date                     : 2016:06:15 14:52:17+05:30
Producer                        : Microsoft® Word 2010

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13 Reportsand Dashboards Exercise Guide

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