Apex Code Development You need to sign in to do that
Don't have an account?
pgregg How to dashboard a custom object time-trend / snapshot?
Hi,
I have built a custom object to record a snapshot of all salesrep's (User) pipeline (Opportunity, target or quota, pipe size, actual/committed) at any particular time. I am using the User.Id & YYYYMMDD as an External_id on the object so that I only have one record per rep per day (via upsert). So theoretically if I stand back I can look at a sales rep and see (graph) how their pipeline grows over the current Qtr and when they achieve committed opportunities growing towards the "quota" line (hopefully by the end of the qtr :) The Use-case or value here is Sales Managers being able to see during the qtr when reps are underperforming and may need assistance.
So, to the question. I have all the data above in our sandbox and appears to be good data, however when I try to create a report on it the only options I'm given to graph on are X-axis (User, Qtr) and Y-axis (RecordCount) which really doesn't get me what I want. I would like the X-axis to be my Snaptime__c which is a straight Datetime column and the Y-axis to be $. I want to plot several trends on top of this graph:
1) OppySnapshot.TargetQtr (which is likely to be a flatline across the graph unless the rep's target/quota is changed at some point during that qtr)
2) OppySnapshot.ActualQtr (which is a total $ of all that reps committed opportunities in that quarter)
3) OppySnapshot.PipeQtr (which is a weighted total $ of that rep's opportunity - price*probability).
I also have more data to report on (such as those same metrics broken down in to Month 1-3 of that qtr), but if I can get the general dashboarding working then I guess the rest will fall into place.
Thanks,
PG
I have built a custom object to record a snapshot of all salesrep's (User) pipeline (Opportunity, target or quota, pipe size, actual/committed) at any particular time. I am using the User.Id & YYYYMMDD as an External_id on the object so that I only have one record per rep per day (via upsert). So theoretically if I stand back I can look at a sales rep and see (graph) how their pipeline grows over the current Qtr and when they achieve committed opportunities growing towards the "quota" line (hopefully by the end of the qtr :) The Use-case or value here is Sales Managers being able to see during the qtr when reps are underperforming and may need assistance.
So, to the question. I have all the data above in our sandbox and appears to be good data, however when I try to create a report on it the only options I'm given to graph on are X-axis (User, Qtr) and Y-axis (RecordCount) which really doesn't get me what I want. I would like the X-axis to be my Snaptime__c which is a straight Datetime column and the Y-axis to be $. I want to plot several trends on top of this graph:
1) OppySnapshot.TargetQtr (which is likely to be a flatline across the graph unless the rep's target/quota is changed at some point during that qtr)
2) OppySnapshot.ActualQtr (which is a total $ of all that reps committed opportunities in that quarter)
3) OppySnapshot.PipeQtr (which is a weighted total $ of that rep's opportunity - price*probability).
I also have more data to report on (such as those same metrics broken down in to Month 1-3 of that qtr), but if I can get the general dashboarding working then I guess the rest will fall into place.
Thanks,
PG
By the way, in Winter 07 you will have the option of using an scontrol in dashboards. This would provide a lot more flexibility in the graphing function by allowing javascript solutions that incorportate our AJAX toolkit and your choice of a quality javascript charting library.
Cheers
Thanks for your reply. I'm just finding my feet with SFDC - I had not heard of "CRM Success" boards, so did a google (waste of time) and searching here I came upon success.salesforce.com and a board at http://community.salesforce.com/sforce/board?board.id=discuss - would this be the board to which you refer?
Thanks,
PG