About Reports and Dashboards
Salesforce enables you to create reports and dashboards.
Reports
You can access the reports through the Reports Tab. Conga CLM provides standard reports based upon the most common reporting needs for Contract Management.
You can find contracts by the following parameters:
- Renewal date
- Value
- Stage
- Risk
The default reports included with Conga CLM are:
|
Reports |
Description |
|---|---|
|
Agreement Expiration - This Quarter |
Lists all agreements expiring in current fiscal quarter |
|
Agreement Expiration - This Year |
Lists all agreements expiring in current fiscal year |
|
Agreement Search |
Helps you easily find your agreements |
|
Agreement Value by Type |
Lists all agreements by the type along with contract value |
|
Agreement Value Report |
Lists all agreements by their contract value along with the account |
|
Agreements by Account |
Lists all agreements by the account name |
|
Agreements by Stage |
The present stage of agreements |
|
Agreements of High Value due Renewal |
Time when the high-value agreements are due for renewal |
|
Agreement with Non-Standard Terms |
Lists all non-standard Agreements |
|
Contract Activity Report |
Shows recent contract activity report |
|
Contracts Expiring This Year by Value |
Expiring contracts with values |
|
Contracts with Non Standard Language |
Lists all agreements containing non-standard language |
|
High Risk Contracts |
List highly risky agreements |
You can create new reports by either starting from scratch or taking a report containing the desired results, modifying it, and changing the reports name using the Save As feature.
Salesforce delivers standard report folders containing reports for each record type. For example: Accounts, Opportunities, Leads, and more. These reports are used as a starting point for your organizations reporting efforts. Salesforce allows all users to run, customize, and create reports. For more information on setting up and managing reports within Conga CLM, see salesforce.com information related to creating and customizing reports.
Conga CLM provides you a set of out-of-the-box reports. You may create new reports or customize existing reports. To modify an existing report, run the report and click Customize. For more information, see Create a custom report .
Dashboards
Dashboards organize and present rich and enhanced information in a format that is easy to read and interpret. Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts (or components) that graphically display your custom report data.
Dashboards help you identify trends, sort out quantities, and measure the impact of the activities.
Conga CLM provides dashboard views for the following three most common profiles:
- Contract Performance Dashboard
- Executive Dashboard
- Legal Performance Dashboard
Conga CLM provides a robust Dashboard capability at your fingertips, adding an edge to your business solutions. Navigate to the Dashboards tab to customize the page by designating which dashboard type you would like to see from a list. For more information, see Working with Dashboards .
Structure
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators. A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. As an Administrator, you can control access to reports and dashboards by storing them in folders, which can be public, hidden, or shared.
Here's a typical representation of the relation between Report Type, Report and Dashboard. Source: Visualforce.
Unleashing Reports and Dashboards
The Unleashing Reports and Dashboards section provides you the basic concepts and an understanding to enable you to use data to create dashboards and reports.
Use the available facts to present the information important to you—from the big picture to the data point. Let us consider a few use cases that suggest what reports and dashboards can do for you and how you can take advantage of built-in tools to share the information with others. This section also introduces you to some cool features, like combination charts and custom table components, conditional highlighting, cross filters, buckets, and custom summary formulas.
You can also try hands on more advanced topics, such as merging multiple reports into joined reports and embedding report charts in record detail pages.
