Guides

Report Types

A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.

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Prerequisites

  • Clazar Salesforce Version 1.45 or later.
  • In the Clazar App, Salesforce should be connected to the instance.

1. Opportunities with AWS Co-Sell Opportunities

The “Opportunities with AWS Co-Sell Opportunities” report type allows users to generate reports that combine AWS Co-Sell Opportunities with standard Salesforce Opportunities. This report type provides insights and the status of Co-Sell opportunities with AWS.

Use Cases

  • Track the progress of AWS co-sell opportunities.
  • Analyze the success rate of AWS-related opportunities.
  • Monitor revenue generated from AWS co-sell opportunities.

How to Create a Report

  1. Navigate to the Reports Tab: Go to the Reports tab in Salesforce.
  2. Create New Report: Click on the “New Report” button.
  3. Select Report Type: Choose “Opportunities with AWS Co-Sell Opportunities” from the list of available report types inside the Opportunity category.
  4. Configure Report: Add filters, groupings, and columns to customize your report.
  5. Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: AWS Co-Sell Estimated MRR Trends
  • Filters:
    • Close Date = Last Quarter,
    • Stage = Closed Won
  • Columns: Opportunity Name, Account Name, Amount, Close Date, AWS Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.
  • Add Chart: Click on the “Add Chart” button.
  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.
  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.
  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Bar Chart
  • X-axis: Close Date
  • Y-axis: Amount
  • Group By: AWS Partner

2. Opportunities with Azure Co-Sell Opportunities

The “Opportunities with Azure Co-Sell Opportunities” report type enables users to create reports that combine Azure Co-Sell Opportunities with standard Salesforce Opportunities. This report type helps in analyzing the performance and status of Co-Sell opportunities with Azure.

Use Cases

  • Evaluate the progress of Azure co-sell opportunities.
  • Determine the success rate of Azure-related opportunities.
  • Track revenue generated from Azure co-sell opportunities.

How to Create a Report

  1. Navigate to the Reports Tab: Go to the Reports tab in Salesforce.
  2. Create New Report: Click on the “New Report” button.
  3. Select Report Type: Choose “Azure CoSell Opportunity with Opportunities” from the list of available report types.
  4. Configure Report: Add filters, groupings, and columns to customize your report.
  5. Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: Azure CoSell Opportunity Analysis
  • Filters: Close Date = This Year, Stage = Negotiation/Review
  • Columns: Opportunity Name, Account Name, Amount, Close Date, Azure Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.
  • Add Chart: Click on the “Add Chart” button.
  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.
  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.
  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Pie Chart
  • Slices: Azure Partner
  • Values: Amount

3. Opportunities with Clazar Co-Sell Opportunities

The “Opportunities with Clazar Co-Sell Opportunities” report type allows users to generate reports that combine Clazar CoSell Opportunities with standard Salesforce Opportunities. This report type provides insights into the performance and status of co-sell opportunities with Clazar.

Use Cases

  • Monitor the progress of Clazar's Co-Sell opportunities.
  • Analyze the success rate of Clazar-related opportunities.
  • Track revenue generated from Clazar co-sell opportunities.

How to Create a Report

  • Navigate to the Reports Tab: Go to the Reports tab in Salesforce.
  • Create New Report: Click on the “New Report” button.
  • Select Report Type: Choose “Clazar CoSell Opportunity with Opportunities” from the list of available report types.
  • Configure Report: Add filters, groupings, and columns to customize your report.
  • Save and Run Report: Save your report and run it to view the results.

Example Report

  • Report Name: Clazar CoSell Opportunity Analysis
  • Filters: Close Date = Last Month, Stage = Proposal/Price Quote
  • Columns: Opportunity Name, Account Name, Amount, Close Date, Clazar Partner

How to Create a Chart

  • Run the Report: Ensure you have the desired report results.
  • Add Chart: Click on the “Add Chart” button.
  • Select Chart Type: Choose a chart type (e.g., Bar Chart, Pie Chart, Line Chart) that best represents your data.
  • Configure Chart: Set the X-axis, Y-axis, and other settings based on your report data.
  • Save Chart: Save the chart to be included in your report and dashboards.

Example Chart

  • Chart Type: Line Chart
  • X-axis: Close Date
  • Y-axis: Amount
  • Group By: Clazar Partner

Updated 3 months ago