SalesForce Reports Database
Using the link below you will find reports that have been created in Salesforce that you can edit and then make adjustments where you need to.
Step 1: Click edit at the top right of the page
Step 2: Save As before making edits so you do not overwrite the original report
Step 3: Adjust the filters as needed
*If you have a report that you use frequently that you think others might would like to have, please add it to the spreadsheet and follow the directions in the first row to ensure all fields are filled in for that report.
Reports:
Type | Name | Link | Additional Information/Notes | If Questions, Ask: |
Campaign | Campaign members filtered by source then sales rep | https://relias.lightning.force.com/lightning/r/Report/00ORM000000WOFJ2A4/view |
| Chris |
Campaign | Campaign members from campaign | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eE7V2AU/view |
| Chris |
Campaign | Open opportunities from campaign | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eEAj2AM/view |
| Chris |
Campaign | Campaign members by company |
|
| Chris |
Campaign | Middle campaign drill-down |
|
| Chris |
Campaign | Campaign by owner+state |
| Sales manager said this would be great to have after a webinar | Chris |
Campaign | Campaign Interaction Report |
|
| Joshua |
Campaign | Compliance Management Interest |
| Marketing Ops | |
IDD email list |
| Marketing Ops | ||
Misc. | MQL age of contact |
|
| Joshua |
Misc. | Campaigns by Owner [Parent Campaign List] |
|
| Joshua |
Misc. | Event Door List |
|
| Joshua |
Monthly Update | New Names [Update date range] |
|
| Norm Devine |
Monthly Update | MQLs [Update date range] |
|
| Norm Devine |
Monthly Update | Monthly Stage 0 [Update date range] |
|
| Norm Devine |
Monthly Update | Opps/Pipe [Update date range] |
|
| Norm Devine |
Monthly Update | New Accounts [Showing This Year] |
|
| Norm Devine |
Monthly Update | YTD CM MO Opps by Sales Member |
|
| Joshua |
Quality | NN by Campaign |
|
| Joshua |
Quality | MO Bookings by Campaign |
|
| Joshua |
Quality | Pipeline by Product |
|
| Joshua |
Quality | QL by Title Since 2021 |
|
| Joshua |
Quality | "How Did You Hear About Us?" - Report |
|
|
|
Webinar | Webinar attendance YTD |
|
| Chris |
Webinar | ALL DG Webinar breakdown by individual webinar |
| # of attendees, converted leads, toal leads, total won, open ops | Chris |
Webinar | Vertical specific breakdown by individual webinar |
| # of attendees, converted leads, toal leads, total won, open ops | Chris |
Webinar | Campaign Registration Date/Time |
|
| Isabel |
Tradeshow | Contacts w/ Notes |
|
| Isabel |
Tradeshow | Campaign with Open Opps |
| Same report as line 4, but has tradeshow notes | Isabel |
Tradeshow | Leads w/ Notes |
| Sales cannot see this report, but good for us to see | Isabel |
Partner | Campaigns for Partners |
| by campaign, shows value, value won, campaign numbers | Chris |
Dashboards:
| Link | Additional Information/Notes |
Email dashboard |
|
|
New business- HHS |
|
|
Policy Pro [Compliance Management] |
|
|
Manages Services |
|
|
Customer Marketing ALL |
|
|
Marketing KPI - Power BI |
|
|
SGT Dashboard (SS) |
|
|
Compliance Overwatch Dashboard |
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