Sales Analytics and Reports

Report Types

Type	Use	Charts
Tabular	Simple data list	❌ No
Summary	Grouped by fields	✅ Yes
Matrix	Grouped by rows AND columns	✅ Yes
Joined	Multiple data blocks	✅ Yes

Custom Report Types

Allow creating reports crossing objects:
- Account with Contacts
- Opportunities with Products
- Custom Object with Related Lists

Dashboard Components

Component	Best use
Bar/Column	Compare categories
Line	Trends over time
Donut/Pie	Percentage distribution
Funnel	Sales pipeline
Gauge	KPI vs target
Metric	Individual number
Table	Top/Bottom N records

Dynamic Dashboards

- Dashboard shows data based on who views it
- 'Run as: Logged-in User'
- Each user sees only their own data (respects sharing)
- Vs 'Run as: Specific User' (everyone sees same data)

Collaborative Forecasting Reports

- Forecast by Owner
- Forecast by Territory
- Forecast vs Quota
- Adjustments by Manager