Build a custom report in Salesforce Classic for displaying data in Geckoboard. In this walkthrough, we'll be using the report criteria of Closed Won opportunities in the Last FY grouped by Opportunity Owner.

  1. On the Salesforce report builder click on New Report and then select the Opportunities report type.

  2. To begin selecting the scope of the report using filters, update the opportunity status to Closed Won.

  3. Set the range to Last 30 days.

    Salesforce scope
  4. You might find the previewed report contains columns you don’t need for this report. If so, you can remove and rearrange the ones you do need to make better sense of the data.

    salesforce clean-up
  5. To visualize your data you'll need to select the format and grouping for your report. In our example we want a list of all opportunities owned by our representatives, so we'll use the Summary report type and will group by the Opportunity Owner.

    Salesforce grouping

    You’ll need at least one grouped field (column) within your Salesforce report. Otherwise, you’ll receive an error such as Cannot read property 'xAxis' of undefined or similar, depending on your browser. Find more details in our Salesforce troubleshooting article.

    Summary reports can have up to three groupings while Matrix reports can have four (two row and two column groupings). For Matrix reports, you can't use the same field for both row and column groupings. Grouping your report data will also automatically provide you with the record count metric (number of items) for each group.

  6. To finish the report we'll Summarize the data based on the Amount of these opportunities. Any numeric property can be added as a summary field.

    Salesforce summarize
  7. Click Save and run the report. Your report must be saved in a folder that your Salesforce user account has access to (i.e. the one connected to Geckoboard), or under public folders. Geckoboard cannot read private reports that your Salesforce user doesn't have access to. You'll need to run reports each time you create a new report or make changes to an existing one.

  8. Now that you have your report in the right format, you can display it in Geckoboard.

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