Salesforce Dashboard KPIs

1. Revenue Realization: Just show number

a. Calculation:
i. Actual: Total amount from all Invoices under me (from a year back to today)
ii. Target: Total amount of all Sales Agreements under me (from a year back to
today)
iii. Revenue Realization %: Actual/Target*100
2. Actual Revenue YTD: Just show number
a. Calculation:
i. Total Amount from all invoices under me (from a year back to today)
3. Planned Revenue YTD: Just show number
a. Calculation:
i. Target: Total amount of all Sales Agreements under me (from a year back to
today)
4. My Progress chart: Line chart

a.
 b. Y Axis: Total amount of all Sales Agreements under me (from a year back to today)
c. X Axis: Quarters 9Q1, Q2, Q3, Q4)
5. Which Accounts need my Attention: Bar chart
a. Get all the accounts under me, Calculate the revenue realization as below and show the
top three and bottom three accounts with most and least realization. (Show top
accounts in green and bottom accounts in red)
b. Calculation:
i. Actual: Total amount from all Invoices under the Account
ii. Target: Total amount of all Sales Agreements under the Account
iii. Revenue Realization %: Actual/Target*100
6. Agreement Performance:
a. Best Performing Agreements: (Only show revenue realization value and the Agreement
ID of the Agreements)
i. Get all the Agreements under me, Calculate the revenue realization as below
and show the top three Agreements with most realization.
ii. Calculation:
1. Actual: Total amount from all Invoices under the Sales Agreements
2. Target: Total amount of all Sales Agreement Lines under the Sales
Agreement
3. Revenue Realization %: Actual/Target*100
b. Worst Performing Agreements: (Only show revenue realization value and the
Agreement ID of the Agreements)
i. Get all the Agreements under me, Calculate the revenue realization as below
and show the bottom three Agreements with least realization.
ii. Calculation:
1. Actual: Total amount from all Invoices under the Sales Agreements
2. Target: Total amount of all Sales Agreement Lines under the Sales
Agreement
3. Revenue Realization %: Actual/Target*100
7. Product Performance:
a. Best Performing Products: (Only show Number of Work Orders and the Product ID of
the Products)
i. Get all the Work Orders created by me, Calculate the value as below and show
the top three Products with the highest value.
ii. Calculation:
1. Capture the products which have highest number of Work Orders
assigned to them
b. Worst Performing Products: (Only show Number of Work Orders and the Product ID of
the Products)
i. Get all the Work Orders created by me, Calculate the value as below and show
the bottom three Products with the least value.
ii. Calculation:
1. Capture the products which have least number of Work Orders assigned
to them