In today’s fast-paced business environment, data is the driving force behind informed decision-making. This is where Salesforce’s summary reports come into play. Summary reports offer a dynamic way to distill complex data sets into actionable insights, making them an indispensable tool for sales teams, managers, and stakeholders.
Imagine having a comprehensive overview of your sales performance, lead conversion rates, or campaign effectiveness at your fingertips. Summary reports provide just that, presenting key metrics and trends in a visually digestible format. This not only saves time but also empowers users to make strategic decisions promptly.
The allure of summary reports lies in their ability to provide both the forest and the trees – a high-level snapshot of your organization’s performance, as well as granular details when needed. With customizable features and dynamic filters, these reports adapt to your specific needs, allowing you to dive deep into your data or get a broad perspective, depending on the situation.
Youtube Video
Before we jump too far into the post I want to mention that there is a corresponding youtube video on the Salesforce Emily youtube channel.
I will embed that here but keep scrolling to get to the good stuff!
Step by Step Tutorial
The first thing you’ll need to do is go to reports.
To get there click on the reports tab or search for it in the app launcher.
Next, once in reports, click “New Report”.
From there you’ll need to select the report type.
The report type is simply the group of data you’ll be manipulating. Also known as objects.
Once you have the report type click continue.
The first thing I like to do in reports is toggle on the update preview automatically button.
This will show you the updates you make to the reports in real-time!
Next, I usually go to filters to open up additional data.
Here I am opening up the close date filters to be able to see additional data.
This should create a tabular report, or a list in line with the report type and filters you have.
To make this into a summary report click on the down carrot next to the field you wish to summarize.
Go down to summarize and choose the option you wish.
For the amount field it is almost always the best option to go with the sum option.
Click save and run and you have created your very own summary report in salesforce!
Conclusion
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