Salesforce’s Reporting and Dashboards are extremely powerful but some things that seem like they should be easy can end up being pretty formidable challenges. One dashboard we see our clients struggling with is the elusive, but useful, multi-column Dashboard Component table.
Let’s review how to create a Dashboard Component with multiple columns, displaying your Salesperson’s Quotas, Revenue, and Percent to Quota for the Year.
Build your Report
The first step to building any Dashboard Component is to build a summary report using the object(s) and fields desired in your Dashboard Component.
Create Summary Formula Fields for your Report
Only fields that are Numeric field types can be displayed on the Multi-Column Table. For Each Column Header you want to display on the table, create a Custom Summary Formula Field displaying the Currency or Percentage as a Numeric value. Since numeric fields do not carry Dollar Signs ($) or Percentages (%), place the sign in the Field Label (see screenshot below).
In the example below, the calculation should output a percentage field, but in order to display it in the component, it must be a Numeric field. Note that the “(%)” sign is in the field label.
Create Chart on your Report
On the Report, Create a Bar Chart and plot one of the numeric formula fields on the X-Axis, and the Salesperson in the Y-Axis. Next, use the Plot Additional Values function in the Combination Charts section; select the other numeric formula fields created from the report as additional bars.
Save the Report.
Create a Dashboard Table Component
After the Report has been saved, create a New Table Dashboard Component referencing the Report. In the Formatting tab of the Component Editor you can choose the columns you want to display. The formula fields are available to be added to the table; add the column headers and Save the Dashboard.
Once you have saved the Dashboard Component, you will have a 4 column table that is easy on the eyes and brain.
Add this to your homepage and your Dashboard is complete.