Mobile Scorecards with Salesforce1
No coding required!
If there is one business tool that each of us intuitively understand, it has to be scorecards. These simple tables have been a part and parcel of our lives right from school days to corporate performance reviews. The reason for their popularity and usage is ‘simplicity’.
In this blog, we will see how to build and deploy performance scorecards that are both real-time and mobile ready in a matter of minutes using the Salesforce1 platform.
Define your metrics
The first step to building a scorecard is to identify the metrics you want to measure. Since we are building on the Analytics API, all we need to do is build out reports . In this example we will build out a scorecard for Accounts and for each acccount we want to measure — “Open Pipeline”, “Closed Pipeline” and “Number of cases”.
Note: Make sure all the reports are of summary or matrix format and grouped by the same type of value — like all are grouped by Account Name, Person name or State names etc.
Install the app
The entire app in this case is a single Visualforce page. Installation is just copying over the page fromGitHub:
https://github.com/arun-sfdc/Analytics-API/blob/master/scorecard.page
To surface it in Salesforce1 follow these steps
- Setup->Create->Tabs->VisualforceTab.
- Setup->Mobile Admin->Navigation
Configure your reports
The last step in the process is to define the metrics by specifying labels and report IDs. In the visualforce page look for the following lines and update it. By default, all the metrics in the report are imported except record count(unless it the only one).
var HEADER = [‘Account’, ‘Open ‘, ‘Closed’, ‘Cases ‘]; var REPORTS = [‘00Of0000000YMYV’, ‘00Of0000000YMYa’, ‘00Of0000000YMYf’];
Now you’re all set to start tracking your business wherever you are and in real-time. Give it a try and let me know how it works out.
