Salesforce reports are probably the first things to come to mind when you think of Sales Operations and for good reason.
While a Customer Relationship Management tool (CRM) like Salesforce, from one perspective, may simply serve as sales’ home base for prospect and customer data entry, it’s that data that allows for better segmentation and targeting on the front end of the sales process. It’s also that data that provides an understanding of a company’s sales cycle, process effectiveness, and revenue on the back end
Tabular reports are the simplest and most expeditious way to optically canvass data. Kindred to a spreadsheet, they consist simply of an authoritatively mandated set of fields in columns, with each matching record listed in a row. Tabular reports are best for engendering lists of records or a list with a single grand total. They can’t be acclimated to engender groups of data or charts, and can’t be utilized in dashboards unless rows are constrained. Examples include contact mailing lists and activity reports.
Salesforce Reporting and Dashboards Books by Johan Yhu – Best in town.
Summary reports are kindred to tabular reports, but additionally sanction users to group rows of data, view subtotals, and engender charts. They can be utilized as the source report for dashboard components. Utilize this type for a report to show subtotals predicated on the value of a particular field or when you optate to engender a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
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Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by-product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.