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Clean Your Room! Dashboard
Inspire your Sales Team with a weekly pipeline "housekeeping" dashboard
- Business Need
- Dashboards & Reports
Playing on the competitive nature of salespeople, this is one leaderboard that your reps will NOT want to be listed on. Displays deals that have been "pushed" multiple times, deals without recent activity and deals missing key data.
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Great for quick dashboard setup
Gives a good insight about how dashboard should ideally be set up. Helps in quick dashboard setup when time is limited and requests are unlimited !
Easy to use
this dashboard is always in my customer recommendations. Easy to track imp compliance KPIs
Can this package be installed in sandbox?
Can this package be installed in sandbox?
Useful
Sometimes it is good to install dashboards to copy the ideas from it. Helps to sort some of the requests without having to start from scratch.
Code Coverage Lacking - if validation rules conflict
Your organization's code coverage is 66%. You need at least 75% coverage to complete this deployment. Also, the following triggers have 0% code coverage. Each trigger must have at least 1% code coverage. OppPusher Update - Apex Test Execution was failing because of another validation rule.
I see the same on a dev org. Any idea why the Apex Test Execution would fail in our sandbox and production environments? When I run the Apex Test Execution, it fails with the error: System.AssertException: Assertion Failed | Class.OppPusherTests.myOppUnitTest: line 17, column 1 System.assert(oReadOppty.PushCount__c==1);
Lightning option
The page screen shot is obviously Lightning. Can the best practices be updated to show how that was designed in Lightning?
Good, but as with everything SF, needs documentation
At first I thought that I couldn't create more reports because you can no longer use the classic table option in Lightning. It took some messing around, but I was able to recreate the same look with a Lightning table. The Best Practices document (obviously written in classic days) needs to be updated. Oh - and I don't know how to achieve that appearance showing in the screenshot above! Though, I sort of like the look of the classic style - the record count color grading is more obvious.
Just a friendly note
Please leave some comments in your code indicating that it belongs to the package. :) Great job otherwise!
It is a start, but how is it not Lightning built?!
Good start but we will end up building from scratch. Went to customize and got the error, this was built in Classic. How have Salesforce Labs not updated this to Lightning. Also, odd that this is all Opportunity data yet can't filter on Record Type within Dashboard.
Great Starting Point Dashboard
We have some customization to our business that doesn't make this a great just plug-n-play dashboard package for us, but still a great set of reports and dashboards to get us started! Definitely a great package to download and saved me some time over developing something like this from scratch.
Never mind. It was failing in production because of a conflicting validation rule. It was failing in sandbox, because I had inactivated the trigger itself...