---
title: "Salesforce Reports Using Chili Piper Fields"
source_url: https://help.chilipiper.com/hc/en-us/articles/360053798693-Salesforce-Reports-Using-Chili-Piper-Fields
article_id: 360053798693
updated_at: 2026-03-16T19:05:50Z
---

To create advanced Lightning Salesforce Reports ([teach me](https://www.youtube.com/watch?v=FprCnEnz07U)), make sure you add [these ](https://help.chilipiper.com/hc/en-us/articles/34424043095443-Custom-Salesforce-Fields)fields to your instance.

*Note: the _Meeting Type_ names and Fields & Filters referenced below are examples. These may vary from your instance

* * *

## MEETING REPORTS 

### Inbound Meetings Booked

Description: Meetings booked and calls connected with each rep through Concierge.

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: CREATED DATE, ASSIGNED`

`FIELDS & FILTERS: =! NO SHOW, =! CANCELED, MEETING TYPE = INBOUND CONCIERGE DEMO + INBOUND CONCIERGE CALL`

 _**Chart Preview**_

![](https://help.chilipiper.com/hc/article_attachments/360088787113)

### 

### No Show and/or Reschedule Rate

Description: No show, canceled, and reschedule rate 

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: CREATED DATE, Booked_By`

`FIELDS & FILTERS: NO SHOW, CANCELED, RESCHEDULED, MEETING TYPE = INBOUND CONCIERGE DEMO`

`% FORMULA: (Activity.No_Show_CP__c:SUM + Activity.Canceled_CP__CP:SUM) / RowCount, Activity.Rescheduled__c:SUM / RowCount`

 _**Chart Preview**_

![](https://help.chilipiper.com/hc/article_attachments/360087636814)

### 

### Didn't Book (MQL Conversion %)

Description: Leads and/or Contacts marked as "No Action Taken" in Concierge Reports

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: MEETING TYPE, CREATED DATE`

`FIELDS & FILTERS: MEETING TYPE = "" + INBOUND CONCIERGE DEMO, ACTIVITIES = OPEN & COMPLETED`

 _**Chart Preview**_

![](https://help.chilipiper.com/hc/article_attachments/360088787133)

### 

### Bookings By Queue

Description: Which inbound queues are booked into the most (example: North America Enterprise vs. EMEA Enterprise) 

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: QUEUE NAME`

`FIELDS & FILTERS: QUEUE NAME = EMPLOYEES 50-99 EAST + EMPLOYEES 50-99 WEST + EMEA, ACTIVITIES = OPEN & COMPLETED`

 _Chart Preview_

###  ![](https://help.chilipiper.com/hc/article_attachments/360088787153)Meetings Booked by All Users

Description: Chili Piper usage across all users

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: BOOKED BY, MEETING TYPE`

`FIELDS & FILTERS: ACTIVITIES = OPEN & COMPLETED`

 _**Chart Preview**_

## ![](https://help.chilipiper.com/hc/article_attachments/360088787173)

### Rep Productivity

Description: Time spent in meetings based on meeting type by reps 

`REPORT TYPE: TASKS & EVENTS`

`GROUP ROWS: ASSIGNED OR MEETING TYPE`

`FIELDS & FILTERS: ACTIVITIES = OPEN & COMPLETED`

 _Chart Preview![](https://help.chilipiper.com/hc/article_attachments/360088787193)_

* * *

## REVENUE REPORTS

There are several ways to track Lead Source = Chili Piper. For the following, we will assume this process:

  1. Checkbox field on the Lead, Contact and Opportunity called "Booked through Chili Piper" that is _read-only_
  2. Salesforce [custom](https://help.salesforce.com/articleView?id=customize_mapleads.htm&type=5) Lead field-mapping to reflect this checkbox's value on the Contact and/or Opportunity when a Lead is converted
  3. A Process Builder in place to set this field equal to _True_ when Meeting_Type_CP = Inbound Demo, Concierge, Call, Outbound Demo, etc.



### New Business Revenue $

Description: Closed won opportunities booked through Chili Piper

`REPORT TYPE: OPPORTUNITIES`

`GROUP ROWS: OPPORTUNITY OWNER`

`FIELDS & FILTERS: BOOKED THROUGH CHILI PIPER = TRUE, OPPORTUNITY OWNER ROLE = ACCOUNT EXECUTIVE`

 _Chart Preview_

###  ![](https://help.chilipiper.com/hc/article_attachments/360088787213)Lead to Opportunity Conversion %

Description: Meetings booked through Chili Piper that converted to an Opportunity

`REPORT TYPE: OPPORTUNITIES`

`GROUP ROWS: OPP CREATED? (*BUCKET STAGES: OPP CREATED, NO OPP CREATED)`

`FIELDS & FILTERS: BOOKED THROUGH CHILI PIPER = TRUE, ROLE = ACCOUNT EXECUTIVE, OPPORTUNITY TYPE = NEW BUSINESS`

`% FORMULA: BucketField_4789023:UNIQUE / RowCount`

 _**Chart Preview**_

 _![](https://help.chilipiper.com/hc/article_attachments/360088787253)_

_*See how to bucket stages_[here](https://help.salesforce.com/articleView?id=reports_bucketing_overview.htm&type=5)

### Average Closed Won and Open Pipeline $ per SDR

Description: Average dollars closed per booked by user

`REPORT TYPE: OPPORTUNITIES WITH ACTIVITIES`

`GROUP ROWS: BOOKED BY, OPP STATUS (BUCKET STAGES: CLOSED WON, OPEN, CLOSED LOST), OPPORTUNITY RECORD TYPE`

`FIELDS & FILTERS: BOOKED THROUGH CHILI PIPER = TRUE, # AMOUNT (AVG), OPPORTUNITY TYPE = NEW BUSINESS, ROLE = SDR`

 _**Chart Preview**_

![](https://help.chilipiper.com/hc/article_attachments/360088787273)