Reporting Dashboards in Salesforce reporting-dashboards-in-salesforce

Learn how to set up dashboards below.

Open and Click Report open-and-click-report

  1. Select the Tasks and Events record type.
  2. Define the report parameters based on your desired time frame and hierarchy structure.
  3. Add a filter to remove internal emails logged to Salesforce (e.g. Company/Account not equal to Marketo).
  4. Select the Summary report format.
  5. Add the Subject, Assigned, and Marketo Sales Clicked/Marketo Sales Viewed fields to the report.
  6. Double-click on Add Formula within the Fields pane.
  7. Add a name to the formula, select Percent in the format, and select Grouping 1.
  8. Select Marketo Sales Clicked/Marketo Sales Viewed, then Sum in the Summary Fields.
  9. Add a divide sign to the formula, and then select Record Count in the Summary fields – Save As.

Template Performance Report template-performance-report

  1. Customize the Open and Click report to include the following fields – Save As.

Template Volume Report template-volume-report

  1. Modify the Template Performance Report and include the filter, “Marketo Sales Template not equal to blank.”
  2. Remove the Marketo Sales Clicked field – Save As.
  1. Select Activities with Accounts record type.
  2. Setup the report parameters and fields as indicated below – Save As.