Salesforce Reference

Dashboards & Report

  1. Dashboards can have up to three filters. Filters can have up to 50 options. Ten are enabled by default. Contact Salesforce to increase this limit – Source
  2. Great way to report at the ultimate parent level; create a formula field on the Account object which returns the top level (ultimate) parent. This can then be used as the filter criteria in reports to show activities, opportunities, etc across all account hierarchy levels for the given top parent name. Source 1 & Source 2 – Third formula
  3. Dashboard filters can be based on custom text fields. Sometimes a custom text field does not appear as a filter option. There is apparently an issue with using one in combination with other filters where the underlying data type is not the same (underlying reports refer to a common filter field where these fields are of different types). Source
  4. Percentage of grand total summary. Found this useful when showing group record counts (Matrix reports) as percentage of the total:
  5. Another useful article on calculating win (WON:SUM / CLOSED:SUM) and loss ((CLOSED:SUM – WON:SUM) / CLOSED:SUM) rates
  6. To create a joined report in Lightning select the Joined Report option from the top left corner:
  7. For Joined report cross block formula percentages use the Block designator for e.g. B0#RowCount/B1#RowCount