To create advanced Lightning Salesforce Reports (teach me), make sure you add these 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
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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
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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
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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
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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
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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
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REVENUE REPORTS
There are several ways to track Lead Source = Chili Piper. For the following, we will assume this process:
- Checkbox field on the Lead, Contact and Opportunity called "Booked through Chili Piper" that is read-only
- Salesforce custom Lead field-mapping to reflect this checkbox's value on the Contact and/or Opportunity when a Lead is converted
- 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
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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
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*See how to bucket stages here
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
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