Recommended KPI 1 and KPI 2 for Clients:
For many clients, typically “Sales” is used for KPI-1 and “Appointments” is used for KPI-2. These are not the required data types but recommended for best results.
Required Columns for Upload:
- Company Name
- Address 1
- Address 2
- City
- State
- Zip
- Sale Date (Created Date)
- Appointment Date (this can be customized)
Additional Fields:
- Transaction Amount (Amount)
- Full Name
- First Name
- Last Name
- Home Phone
- Work Phone
- Cell Phone
- tag_1 (Opportunity Name or Product/Line Item)
Salesforce Report Configuration:
- Create a New Report: Log in to Salesforce and click the Reports tab in the main navigation bar. Click the New Report button at the top right. Select Opportunities as the report type, then click Start Report.
- Set Your Date Filters: In the left-hand panel, click the Filters tab. Set the Close Date or Created Date filter to match our requested reporting timeframe (e.g., Last 30 Days). Ensure the Opportunity Status filter is set to Any.
- Add Your Columns: Switch to the Outline tab in the left panel. Under the "Columns" section, search for and add: Created Date, Amount, Stage, Lead Source, and your team’s custom Appointment Date field. Remove any unnecessary columns to keep the file clean.
- Run the Report: Click Save & Run at the top right.
- Export to CSV/Excel: Click the arrow dropdown next to the "Edit" button at the top right. Select Export. Choose Details Only (this gives you raw data rows instead of a formatted printable layout). Set the Format to Excel (.xlsx) or CSV, then click Export.