Using Reports & Dashboards
The app includes two unique dashboards you can find by clicking on the Dashboards tab, All Folders on the left, and Account Planning.
The two dashboards are:
- Account Planning (separate Lightning & Classic versions). It contains the essential charts and reports for tracking account plan performance.
- Whitespace Analysis. This dashboard includes charts and reports using the White Space records.
Your system administrator can customize and tailor each dashboard to meet additional reporting requirements.
Account Planning (Lightning & Classic Versions) Dashboard
This dashboard includes charts that show the Account Plan revenue performance, including sales versus target. It also contains detailed charts on open and completed Objectives.
The Closed Won and Pipeline Master Account charts summarize won and open opportunities across companies linked using the Parent Account field.
Whitespace Analysis Dashboard
This dashboard contains charts and underlying reports using the Whitespace records.