Salesforce Pipeline Report Best Practices

Salesforce is an impressive machine, isn’t it? In the past nearly decade it’s been around in some form, it has utterly dominated the CRM market place, and has crept quite quickly into other niches as well. With its complex design, flexible configuration, diverse report designs and expandable App Exchange, well, it’s hard to compete with that. But, the complexity of its feature set means that things like Salesforce pipeline report systems may seem daunting and hard to get the hang of.

Well, first of all, if you came here looking to get a good explanation of a Salesforce pipeline report and its proper use, then we need to worry about the etymological consequences first.

Reports in General:

Yeah, we have to fight terminology. Surprise, surprise. A pipeline report is such a generality, that you may as well be talking about reports in general, when it comes to any data processing system, CRM included.

Now, in the past, the definition of pipeline in these contexts were reports on data flow over a time frame, but again, that’s pretty much any kind of report there is, with load level notation being emphasized.

How to Use them Right:

So, now that we’ve pointed out that really, this is just reports in general. So, how may we use these well?

#1 – Avoiding Redundancy

First thing’s first. If you need to create a report type, be it historical prospect pipelines and data load logistics or anything else, make sure it’s not already been made.

And when you make it, be sure that everyone knows it’s there, so they too don’t make it later redundantly.

#2 – Choosing Lengths

Since most reports are this sort of pipeline concept, the next thing to consider is that you want to be sure you choose the length of your report’s time coverage wisely, and not just in its own scale, but in this scale related to the relative inquiry.

#3 – Use the App Exchange

The App Exchange offers a number of installable report templates and scripts easily obtained and often free. So, see if your report was already designed on there, before you do any designing.

#4 – Simple Formulae

Use simple formulae when you apply rules and calculations and processes for reports and report display filters. You’re an arm chair programmer working in CR? Well, this isn’t time to flex your muscles, unless your company wants you to work on that kind of thing. Because, it’ll muddle things up big time.

#5 – Permissions

Give everyone permissions to use reports that are made. This goes hand in hand with the evasion of redundancy, of course. But, more than that, make sure that all departments are on the same page with reports and pipelines, because you want the right hand to not know what the left hand is doing, like ever.

Conclusion:

Ok, well, you might have expected a more complex and technical set of advice for this. There’s no point in that, because Salesforce pipeline report tutorials are more than available on their site in a very good format that’s probably better than how I’d handle it anyhow. These above softer topics are often the bigger problems that sort of thing wouldn’t prepare you for. Additional information is available on how to create a report in salesforce page.

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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