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How to Work with Salesforce Reports from the Sidebar

 

1 min read

 

You can quickly access your Salesforce Reports from RG Email Sidebar.

Tip

To expand Salesforce Reports integration with RG Email Sidebar, ask your local Salesforce admin to set up RGES managed Salesforce package in your Org. See this article for complete information about the package

To open a relevant Report in Salesforce:
1. Click the Reports icon in RGES Sidebar’s bottom toolbar (it is hidden under More…)

2. Select a Report you want to view in the dialog window that appears

The report will be opened directly in Salesforce.

 


 

Working with Reports via Widgets in Salesforce

RG Email Sidebar can help you to handle your Reports with most efficiency via Reports widgets added to your Salesforce.

Tip

The prerequisite for installing the widgets is to set up RG Email Sidebar Suite managed package; this can only be done by your local Salesforce Admin

 

RG Email Sidebar offers you the access to two Revenue Grid Reports:

1. RevenueInbox: Sales Activity report enables the managers to see the activity statistics per each Sales Representative. See the detailed list of included widgets below.

Widget Description
All Activities report per Sales Rep Displays the activity statistics per each Sales Representative
Inbound Emails per Sales Rep Displays the number of inbound Emails for each Sales Representative
Completed Events Last Week Displays the number of meetings per Sales Representative held during the last 7 days
Planned Events Next Week Displays the number of meetings per Sales Representative planned for the next 7 days
Opps need reply Displays the list of Opportunities with an Inbound email as last touch and that lack answer
Last Inbound Email per Opportunity Displays the list of Opportunities with last Inbound emails
Last Outbound Email per Opportunity Displays the list of Opportunities with last Outbound emails

2. RevenueInbox: Stalled opportunities report enables the managers to see the statistics on stalled opportunities. See the detailed list of included widgets below

Widget Description
Opportunities w/o planned Activity Displays the Opportunities without any planned Activity
Opps over 150 days old w/o activity in last 60 days Displays the Opportunities created more than 150 days ago without any activity in the last 60 days
Opportunities closing in the next 90 days w/o activity in the last 30 days Displays the Opportunities that are to be closed within next 90 days without any activity in the last 30 days
Opportunities closing in the next 30 days w/o activity in the last 7 days Displays the Opportunities that are to be closed within next 30 days without any activity in the last 7 days

See the below video guide for complete information about the Reports widgets

 

   


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