SalesForce Graphs - Annual Perspective
Scenario
A customer using salesforce needs graphs that show an annual perspective based on the financial year. The graphs are essential for high level reporting on leads and opportunties.
Solution
Building an apex custom page and controller and SalesForce object that could take the data, perform aggregate functions on it and then use google graphs to display the data.
By using a custom object, it is possible to store the OSQL (the script that retrieves the data) as a variable in the object, which meant that the object could be re-used for multiple graphs.
The resulting graphs show values for activities per month, both for the current and previous financial year.
The graphs included:
- Leads Generated
- Leads Converted
- Opportunities Closed
- Opportunities closed
- Costs associated with lead generation and opportunity closure
These graphs could also be refined by
- Type of opportunity
- Geographic region
Simple
- The SalesForce user can navigate to a page within SalesForce and see the graphs
Practical
- The graphs are available within the environment that the user is familiar with
- Google graphs are a fantastic facility that is free to use
Bottom line
- To be honest, these were expensive graphs! But they were exactly what the customer needed.