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Example of Report Charts on an Account Page

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Example of Report Charts on an Account Page

In this example, we've embedded two report charts on an important account page that show deals in the pipeline and open support cases for the account. From looking at the charts, the account executive can quickly gauge the account’s activity and health.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Report Charts on an Account Page

Report chart on an Account Detail page showing two numbered sections
  1. The pipeline chart shows opportunities for the account in various stages including two that were won. The account executive can hover on the chart to get the value of each opportunity (Values are highlighted if the source report chart has hover enabled). She’s able to click the chart, go to the report, and get more details for these opportunities.

  2. From the charts on open cases, she can see there are a couple of unresolved support issues for the account. She can click the chart, drill into the report for case details and follow up with the support engineers to get them resolved before a crucial meeting with the client.

 
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