Salesforce Report and Dashboard Spec for a Sales Manager
Specify Salesforce reports and a manager dashboard with filters, groupings, definitions and the questions each chart should answer.
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Help me write a specification for Salesforce reports and a dashboard. My role and team structure: [MANAGER_ROLE_AND_TEAM]. Decisions I want to make each week: [WEEKLY_DECISIONS]. Objects and fields available: [AVAILABLE_FIELDS]. Pipeline stages: [PIPELINE_STAGES]. Known data quality problems: [DATA_QUALITY_PROBLEMS]. Produce: a list of eight reports, each with the question it answers, the report type, filters, groupings, summary fields and formula fields needed, shown as a table with the columns Report, Question answered, Filters, Group by, Measures, Fields required, Data quality dependency; a dashboard layout described component by component with the chart type and why it fits; definitions for each measure (pipeline created, weighted pipeline, win rate, average sales cycle, stage conversion) with formulas and a worked arithmetic example; a data quality section listing what must be fixed first and a validation rule idea for each; and a rollout plan with a test in a sandbox or small group, user feedback and a review after one month. Add a section on interpreting the dashboard honestly, including small sample warnings and what each chart cannot tell you. Include permission and sharing considerations at a high level: who should see which data, handled with an administrator. Report types, formula syntax, dashboard limits, filters and settings depend on your Salesforce edition, permissions and release; mark every item [VERIFY] and do not invent field names, click paths or features. Use my fields where given. Add a worked example with invented figures: 40 opportunities created, 12 won and 8 lost, and 20 won deals with total days to close of 640, and compute win rate and average cycle.
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