Modify the Reports and Dashboards

The app includes pre-built dashboards with underlying reports for the Lightning and Classic interfaces.

To view the Lightning Dashboard:

• Click the Dashboards tab.
• Navigate to All Folders (on the left).
• Select the Account Planning Folder.

• Click the Account Planning (Lightning) Dashboard.

The dashboards contain multiple charts that report performance on Sales KPIs and Objectives.

Remember that if you customize the app by rolling up custom fields from the Opportunity to the Key Account Plan, you will need to add these custom fields to the reports and dashboard charts.

As usual, you can add a filter to the dashboard (click Edit on the dashboard, then Filter). You can edit the dashboard layout using the standard Edit button.

You can extend the dashboard by adding other chart variants from the pre-built reports; or by creating new reports using the Key Account Plan report type.

Before customizing any reports or dashboards, select Save As and clone to a new report. Doing this means preserving the original while modifying the new report to your business needs.