The Basics

Gain Insights with Reports and Dashboards

As Resource Hero is built 100% natively on the Salesforce.com platform, you can take advantage of the platform’s robust reporting and analytics capabilities.

Reports

Resource Hero comes ‘out of the box’ with several useful reports to get you started.  These reports can be found on the Reports tab under the Resource Hero App Reports folder.

Here are a couple of examples:

Forecast vs Actual

forecast-vs-actual-chartAllows you to see how actual hours tracked compares to what was forecasted and answer questions like:

  • Which of my resources is logging more hours than we expected?
  • Are we accurately forecasting our work?

Using conditional highlighting, you can quickly see where you have exceeded your forecasts.

 

forecast-vs-actual-report

Revenue

opportunity-revenue-chartSince rate ($) is tracked for each Resource Assignment record, you can run powerful revenue reports and answer questions like:

  • How much did we bill for services last quarter?
  • What is my projected revenue for the next six months?
  • What is our cumulative revenue since the beginning of the current fiscal year?

 

opportunity-revenue-report

 

Dashboards

Assuming your edition of Salesforce allows it, you can add your Resource Hero data to existing or new Dashboards.  The below example dashboard will soon be available on the Salesforce AppExchange as a free addon to Resource Hero.

dashboard

 

Custom Report Types

In some cases, you might want to create a report that leverages fields from objects other than those that are included when you install Resource Hero.  For example, suppose you would like to create a forecast vs actual report that only shows Opportunities that have a stage equal to Closed Won.  This is where Report Types come in.

See the Creating a Custom Report Type support post or, for more information see Set Up a Custom Report Type from Salesforce Help and Training.

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