Reports Dashboards: Custom Insight Example - Cross-Record Reporting

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Insights are the individual graphs and charts that make up a Dashboard. You can use and edit our pre-made Insights, or create your own from scratch.

Here, we’ll explore cross-record reporting. Cross-record reporting means we can take data from one record, such as a Company, and combine it with data from another record, such as an Opportunity.

In our example, we’ll build a table that shows the Opportunity Names and Opportunity Values, along with the corresponding Company Name and Company Country. This is what our chart will look like:

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First, open the Insights Builder  by clicking on the Reports icon and selecting Insights Builder.

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Select your Insight type  in the top left corner of the Insight Builder. In this case, we’ll select Table.

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Add your Rows, which is how your measures are segmented. Go back to the data picker on the left and drag Company Country, Company Name, and Opp Name into the Rows section of the Insights Builder.

Add your Measures. In this case, we’ll use Opp Value. In the data picker, expand the data list under Opportunity. Drag Opp Value into the Measures section of the Insight Builder.

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Once you’ve dropped the Opp Owner in, you’ll have a table with columns for Company Country, Company Name, Opp Name, and Sum of Opp Value.

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Optionally, aggregate your data by hovering over the column header. This allows you to add a final row with the sum, average, or another statistic based on the values in that column.

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Name your Insight by typing in a new name where it says “Untitled insight.” We recommend giving it a descriptive name, such as “Avg Opp Values by Opp Owner,” so that it’s clear what this Insight represents when you open it up later.

Save your Insight. Remember to click on the Save button in the top right corner.

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Once it’s saved, your Insight will become available to use in the Dashboard editor.

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