Browse Author: Praveen Jagadale

Scatter Chart

Scatter chart we can find in dashboard components.

It is used to display data from two levels of grouping to plot two numerical summaries against one another.

For example, to see how stage duration correlates with the number of activities for opportunities, group your report by Opportunity Name and plot the scatter chart by the grouping. Then set X-Axis on the chart to Record Count and Y-Axis to Stage Duration. The chart will show a dot for each opportunity. You can tell at a glance if the stage duration is shorter for opportunities that have more activities.

Because a scatter chart shows data grouped by summarized values, you need at least one grouping in your report. Choose a report format that allows groupings, such as, summary, matrix, or joined. You also need at least one summarized field in the report to show data on the axes of the chart. Otherwise, the chart will show record count on the axes. Scatter charts automatically show data from the source report or you can manually choose what information to display for groupings and summaries.

 

If your source report has The X-axis automatically displays The Y-axis automatically displays
No summary Fields Record Count Record count.
One or more summary fields First summary 1)       Either record count or the second summary in report charts.

2)       The first summary in dashboard charts even if the source report has multiple summaries. But you can manually choose a different summary to show on the axis.

 

While Setting scatter chart –

  • we can display maximum number of dots to show on the chart –

For Example we set it to 10 dots these are the top 10 ascending values in the grouping used by the Plot By field of the scatter chart.

  • we can show details such as values or labels when hovering over chart.

 

Limitations of Using Scatter chart :-

It doesn’t show tabular reports.

You can’t sort by labels or values.

You can only change how Y-axis units are displayed.

You can manually define the range for Y-axis alone.

Sales Path

The Sales Path is designed to guide your sales representative through the sales process from within Salesforce1, to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is won!

Basically, at each stage of an Opportunity, simply show the Sales person exactly what fields are needed for an Opportunity on that stage AND what guidance or tools might have them move a deal forward from that stage.

Resolution –

*Note – You need to enable Sales Path from the Setup menu.

Customize | Sales Path | Settings, then click Enable

Once you have enabled the Sales Path, you can then proceed to set up your Sales Path. Each Sales Path is specific to a record type and is reflective of the sales process assigned to that record type.

Setting up Sales Path

Consider, for example, that you have two Opportunity record types – one for New Sales Contracts and one for Renewal Contracts. The sales process for a first sale, as opposed to a renewal sale, can often be very different. For this reason, you may have 2 different record types, with different information required as well as different sales stages within the sales cycle. In this scenario, you would require two different Sales Paths to be set up, one for new sales contracts and one for renewal contracts. This will give you the flexibility to customise the sales path to be most appropriate for the type of sale in question.

Sales Path 1

 

 

Next add in Fields for each stage – 

When setting up a Sales Path, you can specify against each stage the fields you want the sales representative to complete, as well as some guidance text. The guidance text could be ideas on how to complete each field correctly, or could include useful links to chatter posts or best practices. Once you have completed this for every sales stage, you are ready to activate and get started!

Sales Path 2

 

 

Cheers!!!

 

 


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