How to Build Prioritization Reports in Salesforce?

i) Launch the Rollup App

ii) Click "Create a New Rollup"

iii) Select Destination Object - you need to scroll down and select the Lead object.  This is where the Rollup Values will be located.

iv) Select "Create New Field" 

v) Fill out the form for creating the new target field (this is the name of the field where the rollup values will be pushed)

• Field Type = Number
• Field Label = Number of Touches
• Length = 3, Decimal = 0
• Press Submit

v) Complete the Form

• Select Child Object = Task
• Select Relationship Field = Name ID - Task.WhoId
• Select Type = Count

vi) Create a New Custom Filter

• Press Create New Filter

vii) Enter a Filter Name and specify the Sort Order

• Filter Name = Sales Touches
• Task Fields = select "Created Date" and press Add>>

viii) Add Filter Criteria

- Add Filter One: 

1. 1. Search and Select Task Field to be "Deleted"
   2. Set Operator to "equals"
   3. Set Criteria to "False"
   4. Click "Submit"

- Add Filter Two: 

1. Search and Select Task Field to be "Status"
2. Set Operator to "equals"
3. Set Criteria to "Completed"
4. Click "Submit"

- Add Filter Three:

1. Search and Select Task Field to be "Type"
2. Set Operator to "equals"
3. Set Criteria to "Call"
4. Click "Submit"

- Add Filter Four:

1. Search and Select Task Field to be "Type"
2. Set Operator to "equals"
3. Set Criteria to "Email"
4. Click "Submit"

- Add Filter Five:

1. Search and Select Task Field to be "Type"
2. Set Operator to "equals"
3. Set Criteria to "Call"
4. Click "Meeting"

The Criteria table should now look as follows, if not, go back and retrace your steps.

viiii) Press Save

x) Press Save and Run

(2) Create a Rollup called "Number Of Touches"

i) Click "Create a New Rollup"

ii) Select Destination Object - you need to scroll down and select the Lead object.  This is where the Rollup Values will be located.

iii) Select "Create New Field" 

iv) Complete the Form

• Child Object = Task
• Relationship Field = Name ID - Task.WhoId
• Select Type = Minimum
• Select Field = Created Date

v) Select the previously create Sales Touches filter

v) Select the previously create Sales Touches filter

vi) Press Save

vii) Scroll to bottom of page and press Save & Run

(3) Create a formula on your Lead Object

• Field Type = Formula
• Field Name = Time to First Touch
• Formula Return Type = Number
• Decimal Place = 0
• Formula: IF ( Number_of_Touches__c > 0,( Date_of_First_Touch__c – CreatedDate)*24, NULL )
• Blank Field Handling: Treat blank fields as blanks

(4) Create the Report

i) Create a report under Leads with Converted Lead Information

ii) Create a Bucket field on the “Time to First Touch” that looks like this

(Note: we name the bucket fields numerically for easier reading in Salesforce.)

iii)  Create a bucket field called "MK Customer Fit Segment - Ordered"

• Name the first bucket as 1- Very Good  with a value of very good 
• Name the second bucket as 2- Good  with a value of good 
• Name the third bucket as 3- Medium  with a value of medium 
• Name the fourth bucket as 4- Low  with a value of low

iv) Place the bucket field called "MK Customer Fit Segment - Ordered" as a Group Row

v) Group columns by “SLA”

vi) Uncheck “Detail Rows” at the bottom of the report to hide the details

vii) “Save & Run” and you’re all set (make sure to adjust your filters if needed)

Report #2: Conversions by MadKudu segment 

(1) Create the report

i) under Leads with Converted Lead Information

ii)  Create a bucket field called "MK Customer Fit Segment - Ordered"

• Name the first bucket as 1- Very Good  with a value of very good 
• Name the second bucket as 2- Good  with a value of good 
• Name the third bucket as 3- Medium  with a value of medium 
• Name the fourth bucket as 4- Low  with a value of low 

iii) Add a column called "Opportunity Amount" from the Opportunity object 

iv) Build a summary formula called "Lead Value"

• Navigate and click on the chevron icon beside the Column header, and click on "Add Summary Formula"
• Name the Column Name as "Lead Value"
• Select Currency as the Formula Output Type 
• Input the formula - AMOUNT:SUM / RowCount 
  
  • By Selecting the following: #Opportunity Amount: Sum / # Record Count

v)  Build a summary formula called "Conversion Rate"

• Navigate and click on the chevron icon besides the Column header, and click on "Add Summary Formula"
• Name the Column Name as "Conversion Rate"
• Select Percent as the Formula Output Type 
• Input the formula as CONVERTED:SUM / RowCount 

vi) Add A line Chart(or any chart you like)

• Select Line as the chart type
• Select "MK Customer Fit - Ordered" as the X-axis
• Select "Conversion Rate" as the Y-axis

vii) “Save & Run” and you’re all set (make sure to adjust your filters as needed)