Campaign Goal Tracking

February 23, 2016

Pracedo, a salesforce consulting partner, wrote a great blog post about managing campaign hierarchy rollups with Rollup Helper:

Business Problem:  

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.  There is not a way to link the information in a report in Salesforce.

Business Problem: 

Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...



Problem: We needed a way to see how many Planned Hours had been allocated to a Master Project's Sub Projects. We often get retainer engagements for 500 hours, so we create a Master Project with 500 planned hours. As we create Sub Projects underneath that master, we want to see where we're at with...

Problem: There is no out of the box way or field that calculated margin on a sales deal.

Problem: Salesforce doesn't display the total sales figure I want to calculate and display on the Account page.