Account Dashboards

Summary: 

This article provides a breakdown of where Dashboards are located within the CRM, as well as what filters and data are being represented within the preconstructed Flywheel Dashboards.  Note - Technical Details are listed near the bottom of each Dashboard section.

• Activity Per Month

Description:  The bar chart shows a count of activities stacked by type. The included activities include already completed Calls, Meetings, and Emails.  The status used for completed activities will differ depending on the Activity Type.  I.e. - Calls = "Held",  Meetings = "Completed", Emails = "Sent".   Note - Activities are listed for the entire account, not just the assigned Rep or user viewing this dashboard.

Location:  Accounts > "Dashboard" Tab   Account

Example:

Technical Details:

Source Module(s):  Calls, Meetings, Emails

Filter(s):   

1. Where [Call/Meeting/Email] parent type = 'Account' and parent_id = {current_account}

2. Where [Call/Meeting/Email] date is between today and today-365 days

3. Need to add Activity Types Filters

• Progress Towards Account Plan

Description:  The gauge chart shows the current progress towards an Account Plan Goal for the Account being viewed.  The "Revenue Goal" field represents the overall goal for the active Account Plan, where as the "Booked Orders" field represents the gauge for the current progress towards the Sales Goal.  Note - The most recent Account Plan for the current year is what is being displayed.   

Location:  Accounts > "Dashboard" Tab   Account

Example:

Technical Details:

Source Module(s):  Account Plan

Filter(s):

1. Account Plan where Account = {current Account}

2. Account Plan where Plan End Date is in current Year

3. Limit to 1 Account Plan Order by Latest Plan End Date

• Sales Forecast (Open Opportunities)

Description:  This chart shows a funnel for a given Account's open Opportunities.

Location:  Accounts > "Dashboard" Tab   Account

Example:

Technical Details:

Source Module(s):  Opportunities

Filter(s):   

1. Opportunities where Probability between 1 and 99

2. Opportunities where Account = {current account}

• Sales Forecast (Open Quotes)

Description:  This chart shows the Account's Pipeline (open quotes) by month and by Product Category. This is can be compared to the Monthly Order History dashboard, which shows the previous year’s booked orders, in order to be able to visually compare the year over year.

Location:  Accounts > "Dashboard" Tab   

Example:

Technical Details:

Source Module(s):  Quoted Line Item

Filter(s):   

1. QLIs where Parent Quote's Account = {current account}

2. QLIs where Parent Quote's quote.expiration_date >= current Year Start

3. QLIs where Parent Quote status = active

• Sales by Date Ordered

Description:  This chart shows an Accounts historical Orders broken down by Month and stacked by Product Category

Location:  Accounts > "Dashboard" Tab   

Example:

Technical Details:

Source Module(s):  Sales Orders Line Items

Filter(s):   

1. OrderLines where Parent Order's Account = {current account}

2. OrderLines where Parent Order's where order_date > {today – 365} (ie. Past year's worth of orders)

• Product Mix

Description:  This chart shows an Account's Orders grouped by product category for the previous 12 months.

Location:  Accounts > "Dashboard" Tab   Account

Example:

Technical Details:

Source Module(s):  Sales Order Line Items and Product Catalog

Filter(s):  

1. OLIs where Parent Order's Account = {current account}

2. OLIs where Parent Order's order_date is in last year (today – 365 days).