Sales Lifecycle20% of the exam
Sales KPI reports, dashboards and snapshots
How to turn a sales KPI into the right report and dashboard: report formats, cross filters, bucket columns and joined reports; dynamic versus running-user dashboards, filters and subscriptions; and historical trend reporting versus reporting snapshots for trends over time.
Identify ways to transform business outcomes and sales KPIs into reports and dashboards.
~7 min read · 14 practice questions ·
What the exam expects
- Turn a KPI into a buildable report: definition, source data, format and grouping, and the right audience vehicle.
- Pick the report feature for the requirement: matrix grid, cross filter for "with or without", bucket column for bands, joined report for side-by-side objects.
- Choose between a dynamic dashboard and a running-user dashboard, and know dynamic dashboard limits.
- Deliver KPIs with dashboard filters, scheduled refreshes and subscriptions.
- Choose historical trend reporting for short-range change and reporting snapshots for long-range history.
Key terms:
- Report format: tabular (list), summary (grouped rows) or matrix (grouped rows and columns).
- Running user: the user whose access determines what a dashboard shows.
- Dynamic dashboard: a dashboard whose running user is always the logged-in viewer.
- Historical trend report: a special report type comparing up to five snapshot dates.
- Reporting snapshot: a scheduled load of report results into a custom object.
Key facts
Matrix format
- Detail
- Groups by row and column
Joined report
- Detail
- Up to 5 blocks, 2,000 records per block, group by common fields
Cross filter
- Detail
- WITH or WITHOUT related records
Bucket column
- Detail
- Ranges without a formula or custom field
Dynamic dashboard limit
- Detail
- 5 Enterprise, 10 Unlimited and Performance, 3 Developer
Dynamic dashboard refresh
- Detail
- No scheduled refresh, no subscription
Dashboard filter values
- Detail
- Up to 50 per filter; not applied in subscription emails
Historical trend dates
- Detail
- Up to 5 snapshot dates
Historical data retained
- Detail
- Previous 3 months plus current month (12 months of opportunity history with Historical Trending in Pipeline Inspection)
Reporting snapshot schedule
- Detail
- Daily, weekly or monthly into a custom object
Sources for this section (8)
- Format Your Reporttrailhead.salesforce.com (opens in a new tab)
- Combine Different Types of Information in a Joined Reporthelp.salesforce.com (opens in a new tab)
- Filter Across Objects with Cross Filtershelp.salesforce.com (opens in a new tab)
- Categorize Data with Bucket Columnshelp.salesforce.com (opens in a new tab)
- Dynamic Dashboardshelp.salesforce.com (opens in a new tab)
- Filter a Dashboardhelp.salesforce.com (opens in a new tab)
- Limitations on Historical Trend Reportinghelp.salesforce.com (opens in a new tab)
- Report on Historical Data with Reporting Snapshotshelp.salesforce.com (opens in a new tab)
- Why can't a historical trend report show a 24-month history?
- When does a joined report beat a matrix report?
- Which edition allows 10 dynamic dashboards?
- Why does a subscribed, filtered dashboard arrive unfiltered?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Sales Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 20 lessons of the Agentforce Sales Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams