The Ultimate Guide to Report Types in Salesforce: 4 Reports Every Sales Pro Should Use

Are there weak spots in your sales pipeline? What was your average deal value in the last quarter? Or the average sales cycle length?

Monitoring relevant sales metrics is critical for timely reactions and quick fixes when you detect an issue in your sales cycle or identify an opportunity to boost your numbers. However, the only way to see the whole picture and gain important insight into your performance is to create reports.

Salesforce provides several types of reports that can help you understand how well your sales pipeline is performing and present company performance summaries and marketing and sales overviews in a digestible and streamlined format.

This guide will walk you through sales reports every sales professional should know about and show you how to use them in the most efficient way possible to drive business growth.

让我们潜水。

• What is a Salesforce Report?
• 什么是Salesforce的报告类型？
• Salesforce Report Types
• 如何在Salesforce中创建标准报告
• Salesforce Report Examples
• 使用DataBox进行更好的Salesforce报告beplay体育appios

What Is a Salesforce Report?

Salesforce报告是符合特定标准的过滤数据列表，可为您提供有关要回答的问题的信息。您可以以不同的方式组织这些数据，以回答各种问题并以多种方式显示它们：一个目标：使其可以浏览且易于理解，而无需在报告上花费数小时。

The purpose of having such data and being able to interpret it is to make data-driven decisions about your business: how to develop your product, what new products you may need to introduce, how to enhance communication with your customers and leads, and more.

Reports allow you to easily identify the common ground between two or more sets of data and base your future business activities on it.

Related:10个基本指标要包括您的Salesforce仪表板

What Is a Report Type in Salesforce?

Salesforce中的报告类型实际上是模板：您根据要查看的数据选择一种或另一种类型。报告类型根据主要对象与其他对象相关的方式定义了报告中的记录和字段。

There are several predefined report types you can use in Salesforce. You can’t edit them, but you can create your own custom report type to suit your needs entirely.

Let’s break down the predefined report types:

• 对象
• Object Relationships
• Fields included in Results
• Fields Checked by Default
• Field Display Names (Report Column Headers)

对象

对象are the essential element of every Salesforce report. They are digital tables (and are called so in many other sales management systems). The purpose of these tables is to store relevant data and info about a company, give it a structure, and help users manage the data.

If you have used another sales management software before, you may find object fields and records similar to database columns and rows.

There are several types of Objects:

1. Standard:It’s all in the name–these are primary structures, standard business objects such as campaign, opportunity, leade, account, contact, etc. are included in Salesforce.
2. 风俗：这些不是由Salesforce提供的 - 您创建它们来存储任何针对您业务的数据。

When you create a report, you can select different Objects to display. The Primary Object is the most important data in it, included in the report’s name, too. You can choose up to three other objects to include in the report with the primary one.

Object Relationships

When you select the desired objects, it’s time to determine the relationships between these objects. Object relationships are specific field types that determine how two or more objects are going to interact one with another.

例如，假设您的主要主要对象是帐户。当您与创建帐户的公司的某人交谈时，您可以创建一个新的帐户对象。如果您拥有该人的联系信息，则可以根据帐户相关，因为帐户和联系人对象之间存在关系。

You can create custom relationship fields on an object to create new relationships between objects and enable other users to see related data in the report.

Fields Included in Results

选择所需的对象及其之间的关系后，您应该确定要在报告中包含的字段。

The Field Layout Properties screen displays the layout and enables you to manage the fields that will be available to you through the report, where you can filter them for a specific output. Salesforce automatically creates sections in the layout based on the objects you have chosen, but you can edit them as necessary: create new ones or move fields from one to another.

Fields Checked by Default

Salesforce使您可以自动检查要在每个报告中包含的特定字段。

You will see that some fields in the layout already have check marks by default, but you can select more to add to this list. Once you’ve checked all the desired fields by double-clicking on the field’s names, and checking the box under Checked by Default, you can complete your report creation and save it.

Field Display Names (Report Column Headers)

假设您的字段名称非常长 - 例如，在过去的N天购买数量。这样的冗长名称会在您的报告中占用太多空间，而其他一些字段的名称不足以使用户能够在没有上下文的情况下理解它们。

That’s why Salesforce lets you create a display name (think of it as a nickname!) for your field so it’s more compact in the report and understandable to others who may not be aware of the context. For instance, replacing “number of” with a # works perfectly.

Note that adding a new custom field doesn’t mean it will automatically appear in your report types. This option isn’t available for now, so you need to add the new field manually to Report Types and to the actual report.

Standard Salesforce Report Types

There are standard and custom reports in Salesforce. Since custom reports depend on each salesperson’s needs and goals, we’ll only discuss the standard reports. There are four types:

• 表格报告
• Summary Reports
• 矩阵报告
• 加入报告

表格报告

在Salesforce表格报告基本o型f reports that display the desired data in rows, and look almost like Excel spreadsheets. If your goal is to simply list your data without grouping it or doing any calculations, or you want to export the report, this type is the most suitable one. Users often create Tabular reports to list all contacts, for example.

如果您想使用数据进行更复杂的事情，例如操纵它或使用计算，则应使用其他类型的报告，例如矩阵或摘要。

Summary Reports

Typical reports that most people use in Salesforce are Summary reports. They display groups of data and you can choose how you’re going to make these groups.

For instance, you can group the opportunities by Account Name and then calculate the total value for each group, as well as find minimums or maximums for them. You can also organize the data by year or quarter, depending on what you need.

矩阵报告

In Matrix reports, things get a tad more complicated, since you can group data by row and by column and see different totals in the report. They are particularly useful when you want to see totals for two categories that aren’t related.

For example, you can use summary reports to see totals by accounts, but if you want to see totals for a specific product and different dates, Matrix reports are the way to do that. They’re helpful when you have too much elaborate data to show in the report.

加入报告

Joined reports are useful when you want to compare the data from two individual reports.

In this report, you can create up to five separate blocks to display related data only, and these blocks behave like separate reports: you can use unique filters and formulas to sort and display the data in different views. For example, if you want to compare the number of opportunities for two accounts.

如何在Salesforce中创建标准报告

标准的Salesforce报告易于创建，您可以将它们保存在仪表板中，以便将来可以在需要时快速访问它们。

Follow the instructions below to create a standard report.

1. Open your Salesforce account and choose the New Report option in the Reports tab.
2. Click on Property and then Create to start the process.
3. In this step, you need to select the elements you want to see in the report: Properties, Fields, and Filters.
4. Opt for the desired report type.
5. Save the report to a folder and select Run report to finish creating it.

That’s all!

Salesforce Report Examples

Databox provides you with several dashboards so you can effortlessly track your leads, sales, andrelevant Salesforce KPIsand metrics. Here are a few templates you can download for free.

• Salesforce Expected Value of Sales Pipeline Dashboard
• Salesforce Leads Dashboard
• Salesforce Leads Overview Dashboard

Salesforce (Expected Value of Sales Pipeline) Dashboard

TheSalesforce dashbo期望值的销售管道ard template使您能够可视化整个销售管道，并突出显示本季度关闭的销售。此外，您还可以看到可能在本季度末可能关闭的机会的预期价值。

The metrics included in this dashboard are:

• 关闭和待处理的潜在客户
• Converted leads
• Opportunities >51% chance leads source
• Expected revenue
• New leads by lead source
• 开放机会按舞台名称
• Opportunities won revenue

该仪表板可帮助您回答重要问题，例如大多数潜在客户来自何处，或者销售管道中所有交易的总价值是多少。

Salesforce Leads Dashboard

By using thisSalesforce领导仪表板模板you can get a detailed overview of all your leads in Salesforce, which facilitates tracking your sales. You can see what channels generate the most leads, how many leads are generated from all your marketing sources, what stage your leads are in, and more.

The metrics available in this template are:

• Converted leads
• 通过创建日期来源
• Lead status by create date
• 首席所有者by create date
• New cases
• New leads
• New leads by lead source

如果您选择使用Databox deep integration with Salesforce，您将能够跟踪更多：封闭并赢得机会，销售周期，获胜率，交易类型等。

Salesforce Leads Overview Dashboard

TheSalesforce Leads Overview dashboard templatelets you view all your leads in Salesforce and enables tracking your sales progress. Here, you can use the Query Builder tool to create advanced Salesforce reports.

The key metrics you can track in this dashboard are:

• Leads by source
• Lead status
• 线索来源
• 首席所有者
• Converted leads
• New leads
• New cases

This streamlined overview of all your leads helps you answer some critical questions, such as where your leads are coming from or who owns them. And if you use our one-click integration with Salesforce, you can pull even more relevant data to complete your report.

使用DataBox进行更好的Salesforce报告beplay体育appios

Salesforce reports allow you to list, group, and relate your data so you can understand the performance of your sales pipeline.

现在,想象一下把这些报告到另一个水平. You have a customized, streamlined overview of your pipeline’s performance and you can answer crucial questions at a glance. You can quickly identify your team’s strengths and seize opportunities to close more deals and boost revenue. You can effortlessly pinpoint weak spots of your pipeline and analyze the data to understand the causes, so you can fix them.

不，这不是一些完美，无法实现的场景。Databox可能会有可能。beplay体育appios

Databox dashboard templates save your time and energy by offering predefined dashboards that include all the relevant metrics you need to track your leads, identify where they come from, and learn what stages of your pipeline they’re in. Our deep, one-click integration allow you to pull the data from various sources and make the most out of your tracking, so you don’t lose track of your leads, opportunities, and revenue.

We trust you don’t want to miss the opportunity to build a customized dashboard and streamline your lead tracking in Salesforce.Sign up for our free trialtoday and see Databox in action!